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iShares Core Universal USD Bond ETF

380 hedge funds and large institutions have $13.6B invested in iShares Core Universal USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 65

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $11.3B → $13.6B (+$2.29B)

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more funds holding

Funds holding: 348380 (+32)

0.73% more ownership

Funds ownership: 93.37%94.1% (+0.73%)

Holders
380
Holders Change
+32
Holders Change %
+9.2%
% of All Funds
6.61%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
61
Increased
215
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
226
Jaffetilchin Investment Partners
Florida
$926K +$480K +9,037 +111%
FWP
227
FAS Wealth Partners
Kansas
$924K -$98.7K -1,859 -10%
MPW
228
MA Private Wealth
California
$907K +$900K +16,947 New
TPA
229
Trivium Point Advisory
Connecticut
$900K -$2.75M -51,713 -75%
OPS
230
Orion Portfolio Solutions
Nebraska
$896K +$447K +8,411 +101%
CFN
231
Cordasco Financial Network
Florida
$878K -$54.1K -1,018 -6%
RPWA
232
Regent Peak Wealth Advisors
Georgia
$842K -$23.1K -435 -3%
BWM
233
Baystate Wealth Management
Massachusetts
$823K +$110K +2,079 +16%
TA
234
TrueWealth Advisors
Alabama
$816K +$254K +4,784 +46%
CFD
235
Creative Financial Designs
Indiana
$811K -$6.9M -129,806 -90%
KFGK
236
Keystone Financial Group (Kentucky)
Kentucky
$789K +$104K +1,961 +15%
RC
237
RegentAtlantic Capital
New Jersey
$776K +$14.8K +278 +2%
SA
238
Sunesis Advisors
Kansas
$770K
IAN
239
Integrated Advisors Network
Texas
$764K -$60.1K -1,132 -7%
SWP
240
Summit Wealth Partners
Florida
$763K +$14.4K +272 +2%
VAS
241
Vestmark Advisory Solutions
Massachusetts
$760K +$342K +6,431 +83%
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$757K +$735K +13,845 +4,569%
ANTB
243
AMG National Trust Bank
Colorado
$748K +$4.2K +79 +0.6%
SFG
244
Snider Financial Group
Washington
$744K +$735K +13,842 New
RCIM
245
Red Cedar Investment Management
Michigan
$742K
FPS
246
Fieldpoint Private Securities
Connecticut
$738K
SAM
247
Strategy Asset Managers
California
$733K +$264K +4,971 +57%
GCA
248
Gradient Capital Advisors
California
$729K
LIM
249
Leavell Investment Management
Alabama
$720K
CWMU
250
Caliber Wealth Management (Utah)
Utah
$716K -$2.62M -49,331 -79%

IUSB Hedge Fund Activity: Q2 2021 in Review

380 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2021, worth a combined $13.6B — up 20% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IUSB positions and 27 closed out — a net gain of 34 holders — while 215 added to existing stakes and 65 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $585M. The largest seller was Ameriprise, cutting an estimated $31.7M.

  • 380 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2021, up from 348 in Q1 2021.
  • Funds reported $13.6B of iShares Core Universal USD Bond ETF stock for Q2 2021, up 20% quarter-over-quarter.
  • 61 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2021 and 27 closed out, a net change of +34 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $585M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2021 was Ameriprise, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2021.