iShares Core Universal USD Bond ETF
IUSB
42 hedge funds and large institutions have $715M invested in iShares Core Universal USD Bond ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
40% more funds holding
Funds holding: 30 → 42 (+12)
37% more capital invested
Capital invested by funds: $522M → $715M (+$192M)
0.79% more ownership
Funds ownership: 90.36% → 91.14% (+0.79%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$169M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$23M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.58M |
| 4 |
CI
Conning Inc
Hartford,
Connecticut
|
+$6.11M |
| 5 |
Morgan Stanley
New York
|
+$5.38M |
Top Sellers
| 1 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$6.43M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.3M |
| 3 |
Jane Street
New York
|
-$2.3M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$894K |
| 5 |
LPL Financial
San Diego,
California
|
-$791K |
IUSB Hedge Fund Activity: Q4 2016 in Review
42 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2016, worth a combined $715M — up 37% from $522M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IUSB positions and 5 closed out — a net gain of 12 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $169M. The largest seller was Agilis Partners, cutting an estimated $6.43M.
- 42 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $715M of iShares Core Universal USD Bond ETF stock for Q4 2016, up 37% quarter-over-quarter.
- 17 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2016 and 5 closed out, a net change of +12 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $169M added.
- The largest iShares Core Universal USD Bond ETF seller in Q4 2016 was Agilis Partners, an estimated $6.43M sold.
Based on aggregated 13F filings for Q4 2016.