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iShares Core Universal USD Bond ETF
IUSB

192 hedge funds and large institutions have $4.6B invested in iShares Core Universal USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

8% more capital invested

Capital invested by funds: $4.27B → $4.6B (+$334M)

5% more funds holding

Funds holding: 182 → 192 (+10)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.61% less ownership

Funds ownership: 92.36% → 90.75% (-1.6%)

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
3.94%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.45%
New
30
Increased
80
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$59.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.8M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$21M
4
RFC
Regions Financial Corp
Alabama
+$18.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.7M
2
Jane Street
Jane Street
New York
-$5.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.18M
4
AWM
AE Wealth Management
Kansas
-$4.81M
5
SS
Simplicity Solutions
Minnesota
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.63B -$30.7M -572,253 -2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$495M – – –
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$380M +$618K +11,532 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$255M +$2.51M +46,913 +1%
Ameriprise
5
Ameriprise
Minnesota
$244M +$59.1M +1,102,287 +32%
Wells Fargo
6
Wells Fargo
California
$205M +$17.9M +333,335 +10%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$151M -$441K -8,220 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$144M +$11.3M +210,088 +9%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$123M +$4.26M +79,568 +4%
UBS Group
10
UBS Group
Switzerland
$90.3M +$1.79M +33,426 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54.7M -$2.18M -40,653 -4%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$37.3M +$36.8M +687,275 New
DWM
13
Destination Wealth Management
California
$33.7M -$202K -3,771 -0.6%
ST
14
Spinnaker Trust
Maine
$33.7M -$2.89M -53,942 -8%
FCM
15
Firestone Capital Management
Florida
$33.1M +$1.47M +27,480 +5%
Bank of America
16
Bank of America
North Carolina
$33.1M +$9.94M +185,389 +44%
CCFM
17
Clear Creek Financial Management
Washington
$28M +$7.63M +142,407 +38%
RJA
18
Raymond James & Associates
Florida
$27.7M +$1.72M +32,083 +7%
KeyBank National Association
19
KeyBank National Association
Ohio
$26.2M +$7.1M +132,458 +38%
LPL Financial
20
LPL Financial
California
$26M +$575K +10,734 +2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$23.4M +$6.08M +113,541 +36%
Osaic Holdings
22
Osaic Holdings
Arizona
$22.8M -$5.18M -96,698 -19%
SMM
23
Stadion Money Management
Georgia
$22.4M -$898K -16,751 -4%
AP
24
Agilis Partners
Massachusetts
$22.2M +$2.86M +53,346 +15%
SL
25
Systelligence LLC
Minnesota
$22M +$2.74M +51,057 +14%
1
2 3 4 5

IUSB Hedge Fund Activity: Q2 2020 in Review

192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2020, worth a combined $4.6B — up 7.8% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IUSB positions and 17 closed out — a net gain of 13 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.1M. The largest seller was BlackRock, cutting an estimated $30.7M.

  • 192 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $4.6B of iShares Core Universal USD Bond ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2020 and 17 closed out, a net change of +13 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $59.1M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2020 was BlackRock, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2020.