iShares Core Universal USD Bond ETF
IUSB
91 hedge funds and large institutions have $1.96B invested in iShares Core Universal USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 17 closing their positions.
153% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% more capital invested
Capital invested by funds: $1.91B → $1.96B (+$57.5M)
0.75% less ownership
Funds ownership: 84.74% → 83.99% (-0.75%)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
1% less funds holding
Funds holding: 92 → 91 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$27.5M |
| 2 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$10.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.69M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.67M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIA
Northstar Investment Advisors
Denver,
Colorado
|
-$3.49M |
| 2 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$3.38M |
| 3 |
WIM
Westside Investment Management
Santa Monica,
California
|
-$2.91M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.56M |
| 5 |
BlackRock
New York
|
-$2.26M |
IUSB Hedge Fund Activity: Q3 2018 in Review
91 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2018, worth a combined $1.96B — up 3% from $1.91B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IUSB and 16 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 48 added.
The largest buyer was UBS Group, adding an estimated $27.5M. The largest seller was Northstar Investment Advisors, exiting entirely with an estimated $3.49M sold.
- 91 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2018, down from 92 in Q2 2018.
- Funds reported $1.96B of iShares Core Universal USD Bond ETF stock for Q3 2018, up 3% quarter-over-quarter.
- 16 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2018 and 17 closed out, a net change of -1 holder.
- The largest iShares Core Universal USD Bond ETF buyer in Q3 2018 was UBS Group, an estimated $27.5M added.
- The largest iShares Core Universal USD Bond ETF seller in Q3 2018 was Northstar Investment Advisors, an estimated $3.49M sold.
Based on aggregated 13F filings for Q3 2018.