iShares Core Universal USD Bond ETF
IUSB
646 hedge funds and large institutions have $28.2B invested in iShares Core Universal USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 283 increasing their positions, 236 reducing their positions, and 54 closing their positions.
43% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 54
20% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 236
5% more funds holding in top 10
Funds holding in top 10: 104 → 109 (+5)
2% more funds holding
Funds holding: 632 → 646 (+14)
1% more capital invested
Capital invested by funds: $27.9B → $28.2B (+$251M)
0.68% less ownership
Funds ownership: 99.98% → 99.3% (-0.68%)
12% less call options, than puts
Call options by funds: $36K | Put options by funds: $41K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$129M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$112M |
| 3 |
MAV
Mason & Associates (Virginia)
Newport News,
Virginia
|
+$107M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$80.7M |
| 5 |
JP Morgan Chase
New York
|
+$60.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$161M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$138M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$97.2M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$76.8M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$54.9M |
IUSB Hedge Fund Activity: Q2 2024 in Review
646 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2024, worth a combined $28.2B — up 0.9% from $27.9B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new IUSB positions and 54 closed out — a net gain of 23 holders — while 283 added to existing stakes and 236 trimmed.
The largest buyer was BlackRock, adding an estimated $129M. The largest seller was PNC Financial Services Group, cutting an estimated $161M.
- 646 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2024, up from 632 in Q1 2024.
- Funds reported $28.2B of iShares Core Universal USD Bond ETF stock for Q2 2024, up 0.9% quarter-over-quarter.
- 77 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2024 and 54 closed out, a net change of +23 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q2 2024 was BlackRock, an estimated $129M added.
- The largest iShares Core Universal USD Bond ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $161M sold.
Based on aggregated 13F filings for Q2 2024.