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iShares Core Universal USD Bond ETF
IUSB

116 hedge funds and large institutions have $3.33B invested in iShares Core Universal USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

26% more capital invested

Capital invested by funds: $2.66B → $3.33B (+$678M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9.43% more ownership

Funds ownership: 90.35% → 99.78% (+9.4%)

7% more funds holding

Funds holding: 108 → 116 (+8)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
25
Increased
43
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$455M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$346M
3
Ameriprise
Ameriprise
Minnesota
+$24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
DWM
Destination Wealth Management
California
+$8.04M

Top Sellers

1
BlackRock
BlackRock
New York
-$281M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
3
Morgan Stanley
Morgan Stanley
New York
-$10.7M
4
FTUS
Flow Traders U.S.
New York
-$5.33M
5
NFG
Next Financial Group
Texas
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.39B -$281M -5,639,256 -17%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$495M +$455M +9,148,214 +7,982%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$357M +$346M +6,942,784 +6,345%
Morgan Stanley
4
Morgan Stanley
New York
$207M -$10.7M -215,901 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$128M +$1.07M +21,435 +0.9%
Ameriprise
6
Ameriprise
Minnesota
$112M +$24M +481,742 +28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$73.9M +$8.4M +168,856 +13%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$71.7M +$7.66M +153,833 +12%
ST
9
Spinnaker Trust
Maine
$69.9M +$5.48M +110,127 +9%
UBS Group
10
UBS Group
Switzerland
$65.5M -$1.97M -39,625 -3%
Bank of America
11
Bank of America
North Carolina
$57.3M -$236K -4,744 -0.4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$44.4M +$5.6M +112,497 +15%
DWM
13
Destination Wealth Management
California
$28.8M +$8.04M +161,629 +40%
KeyBank National Association
14
KeyBank National Association
Ohio
$24.1M -$766K -15,398 -3%
RJA
15
Raymond James & Associates
Florida
$20.7M -$56.3K -1,132 -0.3%
SMM
16
Stadion Money Management
Georgia
$16.6M -$532K -10,700 -3%
CI
17
CX Institutional
Indiana
$14.3M +$842K +16,921 +6%
LPL Financial
18
LPL Financial
California
$14M +$127K +2,554 +0.9%
Wells Fargo
19
Wells Fargo
California
$13.6M +$3.56M +71,582 +36%
DWA
20
Divergent Wealth Advisors
Utah
$12.6M +$5.24M +105,316 +73%
WC
21
Whitney & Co
New York
$11M +$2.8M +56,266 +35%
KCM
22
Karp Capital Management
California
$8.39M +$1.05M +21,179 +15%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$7.4M +$60K +1,206 +0.8%
EPP
24
ETF Portfolio Partners
Kansas
$6.69M +$114K +2,293 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.57M -$1.75M -35,215 -24%
1
2 3 4 5

IUSB Hedge Fund Activity: Q1 2019 in Review

116 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2019, worth a combined $3.33B — up 26% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IUSB positions and 16 closed out — a net gain of 9 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $455M. The largest seller was BlackRock, cutting an estimated $281M.

  • 116 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2019, up from 108 in Q4 2018.
  • Funds reported $3.33B of iShares Core Universal USD Bond ETF stock for Q1 2019, up 26% quarter-over-quarter.
  • 25 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2019 and 16 closed out, a net change of +9 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $455M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2019 was BlackRock, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2019.