iShares Core Universal USD Bond ETF
IUSB
200 hedge funds and large institutions have $4.83B invested in iShares Core Universal USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 16 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 47
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
5% more capital invested
Capital invested by funds: $4.6B → $4.83B (+$235M)
4% more funds holding
Funds holding: 192 → 200 (+8)
2.2% less ownership
Funds ownership: 90.75% → 88.54% (-2.2%)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$123M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$50.4M |
| 3 |
Jane Street
New York
|
+$36.7M |
| 4 |
Morgan Stanley
New York
|
+$15.6M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$28M |
| 2 |
BlackRock
New York
|
-$19.4M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$18.4M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$17.5M |
| 5 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$15.3M |
IUSB Hedge Fund Activity: Q3 2020 in Review
200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2020, worth a combined $4.83B — up 5.1% from $4.6B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IUSB positions and 16 closed out — a net gain of 10 holders — while 97 added to existing stakes and 47 trimmed.
The largest buyer was Wells Fargo, adding an estimated $123M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $28M sold.
- 200 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2020, up from 192 in Q2 2020.
- Funds reported $4.83B of iShares Core Universal USD Bond ETF stock for Q3 2020, up 5.1% quarter-over-quarter.
- 26 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2020 and 16 closed out, a net change of +10 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q3 2020 was Wells Fargo, an estimated $123M added.
- The largest iShares Core Universal USD Bond ETF seller in Q3 2020 was Clear Creek Financial Management, an estimated $28M sold.
Based on aggregated 13F filings for Q3 2020.