iShares Core Universal USD Bond ETF
IUSB
526 hedge funds and large institutions have $18.7B invested in iShares Core Universal USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 251 increasing their positions, 138 reducing their positions, and 40 closing their positions.
153% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 40
82% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 138
16% more funds holding in top 10
Funds holding in top 10: 67 → 78 (+11)
16% more capital invested
Capital invested by funds: $16.1B → $18.7B (+$2.63B)
11% more funds holding
Funds holding: 476 → 526 (+50)
1.97% more ownership
Funds ownership: 95.71% → 97.67% (+2%)
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 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.8M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$33.3M |
| 3 |
GCM
G2 Capital Management
Columbus,
Ohio
|
-$24.1M |
| 4 |
WF
Williams Financial
North Bennington,
Vermont
|
-$16.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.2M |
IUSB Hedge Fund Activity: Q4 2022 in Review
526 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2022, worth a combined $18.7B — up 16% 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 251 added to existing stakes and 138 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $675M. The largest seller was Fidelity Investments, cutting an estimated $52.8M.
- 526 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2022, up from 476 in Q3 2022.
- Funds reported $18.7B of iShares Core Universal USD Bond ETF stock for Q4 2022, up 16% 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 Fidelity Investments, an estimated $52.8M sold.
Based on aggregated 13F filings for Q4 2022.