We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

92 hedge funds and large institutions have $1.97B invested in iShares Core Universal USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $1.91B → $1.97B (+$57.9M)

0.71% less ownership

Funds ownership: 85.09%84.38% (-0.71%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 9392 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
49
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.26B -$2.26M -45,725 -0.2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$119M +$937K +18,988 +0.8%
UBS Group
3
UBS Group
Switzerland
$81.5M +$27.5M +557,310 +51%
Morgan Stanley
4
Morgan Stanley
New York
$59.7M +$2.91M +59,036 +5%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$55.6M +$5.67M +114,990 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$55.3M +$5.69M +115,358 +11%
Bank of America
7
Bank of America
North Carolina
$55M -$106K -2,150 -0.2%
Ameriprise
8
Ameriprise
Minnesota
$44.1M +$2.98M +60,501 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$37.7M +$3.54M +71,818 +10%
KeyBank National Association
10
KeyBank National Association
Ohio
$30.3M -$46.4K -940 -0.2%
DWM
11
Destination Wealth Management
California
$27.2M +$1.06M +21,472 +4%
DWA
12
Divergent Wealth Advisors
Utah
$21.9M +$10.4M +211,037 +88%
RJA
13
Raymond James & Associates
Florida
$19.5M -$23.5K -476 -0.1%
LPL Financial
14
LPL Financial
California
$14.4M +$1.97M +39,856 +16%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$7.2M +$2.97M +60,212 +70%
CI
16
CX Institutional
Indiana
$5.07M +$1.32M +26,700 +35%
WC
17
Whitney & Co
New York
$4.86M +$2.66M +53,877 +116%
CT
18
CPF Texas
Texas
$4.71M +$1.47M +29,830 +45%
Jane Street
19
Jane Street
New York
$3.89M +$1.78M +36,139 +84%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3.88M +$596K +12,087 +18%
CAN
21
Cetera Advisor Networks
California
$3.79M +$586K +11,878 +18%
CWM
22
Cornerstone Wealth Management
Missouri
$3.67M +$1.22M +24,749 +15%
SE
23
Summit Equities
New Jersey
$3.53M +$30.1K +611 +0.9%
FFA
24
Fragasso Financial Advisors
Pennsylvania
$3.42M +$3.48M +70,561 New
Wells Fargo
25
Wells Fargo
California
$2.79M +$1.28M +26,025 +85%

IUSB Hedge Fund Activity: Q3 2018 in Review

92 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2018, worth a combined $1.97B — 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 49 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.

  • 92 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2018, down from 93 in Q2 2018.
  • Funds reported $1.97B 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.