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iShares Core Universal USD Bond ETF

348 hedge funds and large institutions have $11.3B invested in iShares Core Universal USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 17

161% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 54

113% more capital invested

Capital invested by funds: $5.32B → $11.3B (+$6.02B)

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

43% more funds holding

Funds holding: 243348 (+105)

4.65% more ownership

Funds ownership: 88.71%93.37% (+4.7%)

Holders
348
Holders Change
+105
Holders Change %
+43.21%
% of All Funds
6.11%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
0.72%
New
125
Increased
141
Reduced
54
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
251
Jaffetilchin Investment Partners
Florida
$428K -$30.2K -563 -6%
WI
252
WBI Investments
New Jersey
$412K +$172K +3,204 +70%
VAS
253
Vestmark Advisory Solutions
Massachusetts
$411K +$417K +7,786 New
KM
254
Kalos Management
Georgia
$406K +$150K +2,792 +57%
SB
255
Strategic Blueprint
Georgia
$402K +$408K +7,615 New
FFN
256
Focus Financial Network
Minnesota
$395K +$401K +7,482 New
BWA
257
Burt Wealth Advisors
Maryland
$391K -$8.84K -165 -2%
TFO
258
Tarbox Family Office
California
$390K +$21.5K +402 +6%
WS
259
Wedbush Securities
California
$381K +$387K +7,219 New
SIA
260
Strategic Investment Advisors
Michigan
$378K -$219K -4,078 -36%
KA
261
Kovack Advisors
Florida
$374K +$380K +7,088 New
GSWM
262
Golden State Wealth Management
California
$371K +$174K +3,248 +86%
3LCM
263
3D/L Capital Management
Connecticut
$370K +$375K +7,006 New
PP
264
Prosperity Planning
Missouri
$362K
Citigroup
265
Citigroup
New York
$353K -$3.64K -68 -1%
PFS
266
Prospera Financial Services
Texas
$342K -$40.6K -757 -10%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$334K +$339K +6,330 New
Wealth Enhancement Advisory Services
268
Wealth Enhancement Advisory Services
Minnesota
$333K +$337K +6,284 New
GRP
269
Global Retirement Partners
California
$332K +$321K +5,994 +1,998%
EFL
270
ERn Financial LLC
Wisconsin
$331K -$5.73K -107 -2%
SC
271
Savant Capital
Illinois
$324K +$1.13K +21 +0.3%
FAIM
272
Financial Advocates Investment Management
Washington
$310K +$139K +2,601 +79%
ZF
273
Zhang Financial
Michigan
$306K +$311K +5,795 New
ACP
274
Aveo Capital Partners
Colorado
$296K +$301K +5,609 New
WA
275
Waverly Advisors
Alabama
$288K -$107K -2,000 -27%

IUSB Hedge Fund Activity: Q1 2021 in Review

348 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2021, worth a combined $11.3B — up 113% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new IUSB positions and 17 closed out — a net gain of 108 holders — while 141 added to existing stakes and 54 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.06B. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $24M.

  • 348 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2021, up from 243 in Q4 2020.
  • Funds reported $11.3B of iShares Core Universal USD Bond ETF stock for Q1 2021, up 113% quarter-over-quarter.
  • 125 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2021 and 17 closed out, a net change of +108 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $2.06B added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2021 was Qube Research & Technologies (QRT), an estimated $24M sold.

Based on aggregated 13F filings for Q1 2021.