iShares Core Universal USD Bond ETF
IUSB
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.
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: 3 → 5 (+2)
11% more funds holding
Funds holding: 70 → 78 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$27.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.1M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$13.2M |
| 5 |
Morgan Stanley
New York
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$18.8M |
| 2 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$7.93M |
| 3 |
CI
Conning Inc
Hartford,
Connecticut
|
-$6.55M |
| 4 |
NIA
Northstar Investment Advisors
Denver,
Colorado
|
-$2.95M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.5M |
IUSB Hedge Fund Activity: Q1 2018 in Review
78 of the 4,373 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.