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iShares Core Universal USD Bond ETF

466 hedge funds and large institutions have $15.6B invested in iShares Core Universal USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 215 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 35

103% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 106

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

16% more funds holding

Funds holding: 403466 (+63)

12% more capital invested

Capital invested by funds: $13.9B → $15.6B (+$1.7B)

4.11% more ownership

Funds ownership: 89.5%93.61% (+4.1%)

Holders
466
Holders Change
+63
Holders Change %
+15.63%
% of All Funds
7.17%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
0.88%
New
104
Increased
215
Reduced
106
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
226
StoneX Group
New York
$1.51M +$172K +3,246 +13%
VC
227
Veracity Capital
Georgia
$1.51M -$68.2K -1,286 -4%
HIM
228
Hanlon Investment Management
New Jersey
$1.51M +$135K +2,546 +10%
KFAA
229
Klaas Financial Asset Advisors
Illinois
$1.5M +$30.3K +571 +2%
APC
230
Aspire Private Capital
North Carolina
$1.49M +$277K +5,228 +23%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$1.48M +$237K +4,477 +19%
KFS
232
Kelly Financial Services
Massachusetts
$1.47M +$53.3K +1,005 +4%
HIF
233
Hill Island Financial
Michigan
$1.47M +$1.47M +27,808 New
SLF
234
Sun Life Financial
Ontario, Canada
$1.43M -$2.8M -52,785 -66%
FCA
235
FinTrust Capital Advisors
South Carolina
$1.42M +$59.8K +1,128 +4%
Charles Schwab
236
Charles Schwab
California
$1.36M +$1.38M +26,072 New
CA
237
Continuum Advisory
Idaho
$1.35M +$708K +13,351 +109%
APA
238
American Portfolios Advisors
New York
$1.34M +$921K +17,369 +217%
JAG
239
Journey Advisory Group
Kentucky
$1.34M
PJSIMP
240
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.34M +$109K +2,057 +9%
SFS
241
Sowell Financial Services
Arkansas
$1.33M +$301K +5,680 +29%
TPA
242
Trivium Point Advisory
Connecticut
$1.27M +$71.8K +1,355 +6%
MPW
243
MA Private Wealth
California
$1.27M +$172K +3,249 +16%
MWA
244
MFA Wealth Advisors
Pennsylvania
$1.26M +$1.26M +23,821 New
CM
245
Columbus Macro
Pennsylvania
$1.25M +$1.05M +19,837 +511%
WS
246
Wedbush Securities
California
$1.23M -$239K -4,513 -16%
LA
247
Latitude Advisors
Florida
$1.22M +$74.5K +1,405 +6%
BWM
248
Baystate Wealth Management
Massachusetts
$1.18M +$131K +2,470 +12%
CFA
249
Cahill Financial Advisors
Minnesota
$1.18M
VAM
250
Verity Asset Management
North Carolina
$1.18M -$27K -510 -2%

IUSB Hedge Fund Activity: Q4 2021 in Review

466 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2021, worth a combined $15.6B — up 12% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new IUSB positions and 35 closed out — a net gain of 69 holders — while 215 added to existing stakes and 106 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was Barclays, exiting entirely with an estimated $30.6M sold.

  • 466 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2021, up from 403 in Q3 2021.
  • Funds reported $15.6B of iShares Core Universal USD Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 104 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2021 and 35 closed out, a net change of +69 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2021 was BlackRock, an estimated $253M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2021 was Barclays, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2021.