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iShares Core Universal USD Bond ETF

475 hedge funds and large institutions have $16.5B invested in iShares Core Universal USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 179

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 477475 (-2)

4.32% less ownership

Funds ownership: 99.83%95.51% (-4.3%)

6% less capital invested

Capital invested by funds: $17.6B → $16.5B (-$1.06B)

8% less funds holding in top 10

Funds holding in top 10: 6661 (-5)

Holders
475
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
8%
Holding in Top 10
61
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.58%
% of All Funds
1.03%
New
55
Increased
204
Reduced
179
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.91B +$214M +4,501,598 +6%
BlackRock
2
BlackRock
New York
$2.86B -$143M -3,013,963 -5%
Wells Fargo
3
Wells Fargo
California
$1.44B +$167M +3,513,541 +13%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.07B +$24.2M +508,253 +2%
LPL Financial
5
LPL Financial
California
$780M +$74.8M +1,573,868 +10%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$675M +$1.75M +36,840 +0.3%
Morgan Stanley
7
Morgan Stanley
New York
$631M +$21.8M +459,557 +4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$491M +$17.4M +366,227 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$367M -$5.87M -123,631 -2%
Ameriprise
10
Ameriprise
Minnesota
$314M -$130M -2,735,352 -29%
PAS
11
Park Avenue Securities
New York
$296M +$11.9M +251,235 +4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$228M +$1.55M +32,620 +0.7%
MML Investors Services
13
MML Investors Services
Massachusetts
$182M +$25.2M +530,356 +16%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$166M +$8.94M +188,152 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$140M +$7.56M +159,162 +6%
SWM
16
SigFig Wealth Management
California
$127M -$4.98M -104,785 -4%
Jane Street
17
Jane Street
New York
$100M +$78.7M +1,655,474 +344%
JC
18
JB Capital
Connecticut
$88.4M +$1.18M +24,912 +1%
CW
19
CreativeOne Wealth
Kansas
$81.3M +$5.24M +110,352 +7%
Bank of America
20
Bank of America
North Carolina
$74.4M -$28M -590,224 -27%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$66.3M -$1.11M -23,378 -2%
RJA
22
Raymond James & Associates
Florida
$63.3M -$3.49M -73,553 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$60.3M -$15.4M -324,269 -20%
UBS Group
24
UBS Group
Switzerland
$59.2M -$80.9M -1,702,366 -57%
MC
25
McMorgan & Co
California
$54.4M +$475K +9,992 +0.9%

IUSB Hedge Fund Activity: Q2 2022 in Review

475 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2022, worth a combined $16.5B — down 6% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IUSB positions and 51 closed out — a net gain of 4 holders — while 204 added to existing stakes and 179 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $214M. The largest seller was CFS Investment Advisory Services, cutting an estimated $724M.

  • 475 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2022, down from 477 in Q1 2022.
  • Funds reported $16.5B of iShares Core Universal USD Bond ETF stock for Q2 2022, down 6% quarter-over-quarter.
  • 55 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2022 and 51 closed out, a net change of +4 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $214M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2022.