iShares Core Universal USD Bond ETF
IUSB
509 hedge funds and large institutions have $21.7B invested in iShares Core Universal USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 117 reducing their positions, and 60 closing their positions.
690% more call options, than puts
Call options by funds: $2.12M | Put options by funds: $268K
150% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 117
16% more capital invested
Capital invested by funds: $18.7B → $21.7B (+$2.96B)
9% more funds holding in top 10
Funds holding in top 10: 78 → 85 (+7)
1.12% more ownership
Funds ownership: 97.67% → 98.79% (+1.1%)
0% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 60
3% less funds holding
Funds holding: 526 → 509 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.27B |
| 2 |
LPL Financial
San Diego,
California
|
+$227M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$142M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$113M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$378M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$43.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.8M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$18.3M |
| 5 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$15.1M |
IUSB Hedge Fund Activity: Q1 2023 in Review
509 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2023, worth a combined $21.7B — up 16% from $18.7B a quarter earlier.
Fund positioning in IUSB was balanced in Q1 2023: 60 funds opened new positions, 60 closed out, 293 added to existing stakes and 117 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.27B. The largest seller was BlackRock, cutting an estimated $378M.
- 509 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2023, down from 526 in Q4 2022.
- Funds reported $21.7B of iShares Core Universal USD Bond ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 60 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2023 and 60 closed out, a net change of 0 holders.
- 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.