iShares Core Universal USD Bond ETF
IUSB
475 hedge funds and large institutions have $16.1B invested in iShares Core Universal USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 223 increasing their positions, 152 reducing their positions, and 54 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 152
17% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 54
8% more funds holding in top 10
Funds holding in top 10: 61 → 66 (+5)
3.69% more ownership
Funds ownership: 95.51% → 99.2% (+3.7%)
0% more funds holding
Funds holding: 475 → 475 (0)
3% less capital invested
Capital invested by funds: $16.5B → $16.1B (-$445M)
71% less call options, than puts
Call options by funds: $258K | Put options by funds: $899K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$627M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$88.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$78.9M |
| 4 |
GCM
G2 Capital Management
Columbus,
Ohio
|
+$25.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$100M |
| 2 |
Morgan Stanley
New York
|
-$51M |
| 3 |
TWM
Thrive Wealth Management
Audubon,
Pennsylvania
|
-$24.4M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$9.99M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.23M |
IUSB Hedge Fund Activity: Q3 2022 in Review
475 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2022, worth a combined $16.1B — down 2.7% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IUSB positions and 54 closed out — a net gain of 9 holders — while 223 added to existing stakes and 152 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $627M. The largest seller was Jane Street, exiting entirely with an estimated $100M sold.
- 475 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $16.1B of iShares Core Universal USD Bond ETF stock for Q3 2022, down 2.7% quarter-over-quarter.
- 63 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2022 and 54 closed out, a net change of +9 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $627M added.
- The largest iShares Core Universal USD Bond ETF seller in Q3 2022 was Jane Street, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2022.