iShares Core Universal USD Bond ETF
IUSB
525 hedge funds and large institutions have $21.2B invested in iShares Core Universal USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 139 reducing their positions, and 40 closing their positions.
153% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 40
79% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 139
32% more capital invested
Capital invested by funds: $16.1B → $21.2B (+$5.14B)
17% more funds holding in top 10
Funds holding in top 10: 66 → 77 (+11)
11% more funds holding
Funds holding: 475 → 525 (+50)
1.58% less ownership
Funds ownership: 99.2% → 97.62% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$675M |
| 2 |
BlackRock
New York
|
+$336M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$131M |
| 4 |
LPL Financial
San Diego,
California
|
+$130M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$598M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.8M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$33.3M |
| 4 |
GCM
G2 Capital Management
Columbus,
Ohio
|
-$24.1M |
| 5 |
WF
Williams Financial
North Bennington,
Vermont
|
-$16.1M |
IUSB Hedge Fund Activity: Q4 2022 in Review
525 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2022, worth a combined $21.2B — up 32% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new IUSB positions and 40 closed out — a net gain of 61 holders — while 249 added to existing stakes and 139 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $675M. The largest seller was CFS Investment Advisory Services, cutting an estimated $598M.
- 525 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2022, up from 475 in Q3 2022.
- Funds reported $21.2B of iShares Core Universal USD Bond ETF stock for Q4 2022, up 32% quarter-over-quarter.
- 101 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2022 and 40 closed out, a net change of +61 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $675M added.
- The largest iShares Core Universal USD Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $598M sold.
Based on aggregated 13F filings for Q4 2022.