iShares Core Universal USD Bond ETF
IUSB
108 hedge funds and large institutions have $2.66B invested in iShares Core Universal USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 12 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
150% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 18
35% more capital invested
Capital invested by funds: $1.97B → $2.66B (+$688M)
17% more funds holding
Funds holding: 92 → 108 (+16)
5.97% more ownership
Funds ownership: 84.38% → 90.35% (+6%)
Top Buyers
| 1 |
BlackRock
New York
|
+$356M |
| 2 |
Morgan Stanley
New York
|
+$151M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
+$61.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$40.8M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$16.5M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$15.7M |
| 2 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$15M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$7.13M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$6.14M |
| 5 |
Jane Street
New York
|
-$3.89M |
IUSB Hedge Fund Activity: Q4 2018 in Review
108 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2018, worth a combined $2.66B — up 35% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IUSB positions and 12 closed out — a net gain of 18 holders — while 45 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock, adding an estimated $356M. The largest seller was UBS Group, cutting an estimated $15.7M.
- 108 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2018, up from 92 in Q3 2018.
- Funds reported $2.66B of iShares Core Universal USD Bond ETF stock for Q4 2018, up 35% quarter-over-quarter.
- 30 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2018 and 12 closed out, a net change of +18 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q4 2018 was BlackRock, an estimated $356M added.
- The largest iShares Core Universal USD Bond ETF seller in Q4 2018 was UBS Group, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2018.