iShares Core Universal USD Bond ETF
IUSB
70 hedge funds and large institutions have $1.72B invested in iShares Core Universal USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 8 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 6
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
75% more capital invested
Capital invested by funds: $979M → $1.72B (+$738M)
58.1% more ownership
Funds ownership: 80.2% → 138.3% (+58%)
27% more funds holding
Funds holding: 55 → 70 (+15)
Top Buyers
| 1 |
BlackRock
New York
|
+$615M |
| 2 |
Morgan Stanley
New York
|
+$23.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$22.2M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
Top Sellers
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.64M |
| 3 |
Goldman Sachs
New York
|
-$1.38M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$586K |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$368K |
IUSB Hedge Fund Activity: Q4 2017 in Review
70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2017, worth a combined $1.72B — up 75% from $979M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IUSB positions and 8 closed out — a net gain of 15 holders — while 36 added to existing stakes and 6 trimmed.
The largest buyer was BlackRock, adding an estimated $615M. The largest seller was MML Investors Services, exiting entirely with an estimated $3.2M sold.
- 70 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2017, up from 55 in Q3 2017.
- Funds reported $1.72B of iShares Core Universal USD Bond ETF stock for Q4 2017, up 75% quarter-over-quarter.
- 23 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2017 and 8 closed out, a net change of +15 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q4 2017 was BlackRock, an estimated $615M added.
- The largest iShares Core Universal USD Bond ETF seller in Q4 2017 was MML Investors Services, an estimated $3.2M sold.
Based on aggregated 13F filings for Q4 2017.