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iShares Core Universal USD Bond ETF

78 hedge funds and large institutions have $1.79B invested in iShares Core Universal USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more funds holding

Funds holding: 7078 (+8)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$72.1M)

53.19% less ownership

Funds ownership: 138.3%85.11% (-53%)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
14
Increased
39
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.23B +$7.07M +141,187 +0.6%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$117M +$6.09M +121,603 +5%
Morgan Stanley
3
Morgan Stanley
New York
$57.5M +$12.5M +250,215 +28%
Bank of America
4
Bank of America
North Carolina
$50.3M +$27.6M +551,418 +121%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$45.4M +$17.8M +354,875 +63%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$41.6M +$13.2M +264,301 +46%
Ameriprise
7
Ameriprise
Minnesota
$34.7M +$5.72M +114,353 +20%
KeyBank National Association
8
KeyBank National Association
Ohio
$29.6M +$7.16M +142,979 +32%
RJA
9
Raymond James & Associates
Florida
$26.2M +$2.46M +49,108 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25.4M +$3.36M +67,222 +15%
UBS Group
11
UBS Group
Switzerland
$22.6M +$15.1M +301,802 +201%
LPL Financial
12
LPL Financial
California
$13.8M +$741K +14,812 +6%
DWA
13
Divergent Wealth Advisors
Utah
$12M -$7.93M -158,334 -40%
DWM
14
Destination Wealth Management
California
$6.24M -$18.8M -376,004 -75%
Citadel Advisors
15
Citadel Advisors
Florida
$5.6M +$5.62M +112,258 New
HWP
16
Hefty Wealth Partners
Indiana
$5.44M +$2.64M +52,792 +94%
CT
17
CPF Texas
Texas
$5.27M +$2.11M +42,205 +67%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$4.93M -$689K -13,775 -12%
NIA
19
Northstar Investment Advisors
Colorado
$4.74M -$2.95M -59,003 -38%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.31M +$1.24M +24,817 +40%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.97M +$2.05M +41,033 +107%
EK
22
Evensky & Katz
Florida
$3.4M +$3.4M +68,023 New
SE
23
Summit Equities
New Jersey
$3.39M +$214K +4,270 +7%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3.17M +$659K +13,173 +26%
CAN
25
Cetera Advisor Networks
California
$2.6M +$876K +17,494 +50%

IUSB Hedge Fund Activity: Q1 2018 in Review

78 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2018, worth a combined $1.79B — up 4.2% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IUSB positions and 5 closed out — a net gain of 9 holders — while 39 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $27.6M. The largest seller was Destination Wealth Management, cutting an estimated $18.8M.

  • 78 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $1.79B of iShares Core Universal USD Bond ETF stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 14 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2018 and 5 closed out, a net change of +9 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2018 was Bank of America, an estimated $27.6M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2018 was Destination Wealth Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2018.