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iShares Core Universal USD Bond ETF
IUSB

508 hedge funds and large institutions have $21.6B invested in iShares Core Universal USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 291 increasing their positions, 117 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $268K

149% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 117

9% more funds holding in top 10

Funds holding in top 10: 77 → 84 (+7)

1.14% more ownership

Funds ownership: 97.62% → 98.76% (+1.1%)

2% more capital invested

Capital invested by funds: $21.2B → $21.6B (+$364M)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

3% less funds holding

Funds holding: 525 → 508 (-17)

Holders
508
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.1%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
291
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.27B
2
LPL Financial
LPL Financial
California
+$227M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$142M
4
Osaic Holdings
Osaic Holdings
Arizona
+$113M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$110M

Top Sellers

1
BlackRock
BlackRock
New York
-$378M
2
KAS
Kestra Advisory Services
Texas
-$43.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.8M
4
SMM
Stadion Money Management
Georgia
-$18.3M
5
FFA
Fragasso Financial Advisors
Pennsylvania
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B +$1.27B +27,699,624 +28%
BlackRock
2
BlackRock
New York
$2.8B -$378M -8,260,065 -12%
Wells Fargo
3
Wells Fargo
California
$1.43B -$2.37M -51,779 -0.2%
LPL Financial
4
LPL Financial
California
$1.15B +$227M +4,970,882 +25%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.08B +$8.16M +178,370 +0.8%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$946M +$142M +3,098,930 +18%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$693M +$110M +2,401,718 +19%
Morgan Stanley
8
Morgan Stanley
New York
$647M +$67.9M +1,483,420 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$556M +$113M +2,460,806 +26%
PAS
10
Park Avenue Securities
New York
$441M +$94.8M +2,070,597 +28%
Ameriprise
11
Ameriprise
Minnesota
$310M +$10.7M +234,060 +4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$305M +$48M +1,048,376 +19%
MML Investors Services
13
MML Investors Services
Massachusetts
$255M +$30.6M +669,215 +14%
Bank of America
14
Bank of America
North Carolina
$217M +$7.97M +174,085 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$206M +$37.3M +814,000 +22%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$198M +$39.6M +865,384 +25%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$188M +$8.4M +183,589 +5%
UBS Group
18
UBS Group
Switzerland
$185M +$17.4M +381,269 +11%
SWM
19
SigFig Wealth Management
California
$145M +$5.52M +120,693 +4%
AF
20
Allworth Financial
California
$131M +$22M +481,127 +20%
CW
21
CreativeOne Wealth
Kansas
$116M +$25.8M +564,012 +29%
Mariner
22
Mariner
Kansas
$111M +$32.8M +716,636 +42%
OIA
23
OneDigital Investment Advisors
Kansas
$106M +$39.9M +871,030 +61%
JC
24
JB Capital
Connecticut
$102M +$10.3M +224,796 +11%
RJA
25
Raymond James & Associates
Florida
$97.5M +$11.9M +260,304 +14%
1
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IUSB Hedge Fund Activity: Q1 2023 in Review

508 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2023, worth a combined $21.6B — up 1.7% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of IUSB and 61 opened new positions — a net loss of 1 holder — while 117 trimmed existing stakes and 291 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.27B. The largest seller was BlackRock, cutting an estimated $378M.

  • 508 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2023, down from 525 in Q4 2022.
  • Funds reported $21.6B of iShares Core Universal USD Bond ETF stock for Q1 2023, up 1.7% quarter-over-quarter.
  • 61 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2023 and 62 closed out, a net change of -1 holder.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.27B added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2023 was BlackRock, an estimated $378M sold.

Based on aggregated 13F filings for Q1 2023.