iShares Core Universal USD Bond ETF
IUSB
92 hedge funds and large institutions have $1.91B invested in iShares Core Universal USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
105% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 19
18% more funds holding
Funds holding: 78 → 92 (+14)
7% more capital invested
Capital invested by funds: $1.79B → $1.91B (+$118M)
0.37% less ownership
Funds ownership: 85.11% → 84.74% (-0.37%)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$53.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$32M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$20.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.18M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.6M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$3.32M |
| 4 |
CT
CPF Texas
Plano,
Texas
|
-$1.95M |
| 5 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$1.5M |
IUSB Hedge Fund Activity: Q2 2018 in Review
92 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2018, worth a combined $1.91B — up 6.6% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IUSB positions and 7 closed out — a net gain of 16 holders — while 39 added to existing stakes and 19 trimmed.
The largest buyer was BlackRock, adding an estimated $53.5M. The largest seller was Raymond James & Associates, cutting an estimated $6.32M.
- 92 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2018, up from 78 in Q1 2018.
- Funds reported $1.91B of iShares Core Universal USD Bond ETF stock for Q2 2018, up 6.6% quarter-over-quarter.
- 23 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2018 and 7 closed out, a net change of +16 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q2 2018 was BlackRock, an estimated $53.5M added.
- The largest iShares Core Universal USD Bond ETF seller in Q2 2018 was Raymond James & Associates, an estimated $6.32M sold.
Based on aggregated 13F filings for Q2 2018.