iShares Core Universal USD Bond ETF
IUSB
44 hedge funds and large institutions have $750M invested in iShares Core Universal USD Bond ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
5% more funds holding
Funds holding: 42 → 44 (+2)
5% more capital invested
Capital invested by funds: $715M → $750M (+$35.5M)
4.8% less ownership
Funds ownership: 91.14% → 86.35% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$523M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$96M |
| 3 |
Morgan Stanley
New York
|
+$21.8M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$2.49M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.45M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.59M |
| 3 |
HCM
Harvest Capital Management
Concord,
New Hampshire
|
-$515K |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$490K |
| 5 |
Goldman Sachs
New York
|
-$308K |
IUSB Hedge Fund Activity: Q1 2017 in Review
44 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2017, worth a combined $750M — up 5% from $715M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IUSB positions and 7 closed out — a net gain of 4 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was BlackRock, adding an estimated $523M. The largest seller was Wells Fargo, cutting an estimated $6.45M.
- 44 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2017, up from 42 in Q4 2016.
- Funds reported $750M of iShares Core Universal USD Bond ETF stock for Q1 2017, up 5% quarter-over-quarter.
- 11 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2017 and 7 closed out, a net change of +4 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q1 2017 was BlackRock, an estimated $523M added.
- The largest iShares Core Universal USD Bond ETF seller in Q1 2017 was Wells Fargo, an estimated $6.45M sold.
Based on aggregated 13F filings for Q1 2017.