We are live on ! Find out more
IUSB icon

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
EL
251
EQ LLC
Washington
$706K +$8.82K +166 +1%
OFG
252
OTA Financial Group
New York
$701K +$696K +13,106 New
SIS
253
Sound Income Strategies
Florida
$696K -$82.8K -1,559 -11%
Millennium Management
254
Millennium Management
New York
$695K -$684K -12,878 -50%
CWM
255
Cahaba Wealth Management
Georgia
$666K -$964K -18,142 -59%
OFG
256
OmniStar Financial Group
North Carolina
$656K +$149K +2,801 +30%
CI
257
CX Institutional
Indiana
$651K
VWA
258
V Wealth Advisors
Kansas
$645K +$137K +2,571 +27%
W
259
Wealthquest
Ohio
$632K
CA
260
Continuum Advisory
Idaho
$631K +$346K +6,508 +123%
FT
261
Fiduciary Trust
Massachusetts
$628K +$624K +11,748 New
GSWM
262
Golden State Wealth Management
California
$627K +$249K +4,689 +67%
TI
263
tru Independence
Oregon
$618K -$355K -6,684 -37%
WP
264
WealthSource Partners
California
$566K +$562K +10,585 New
Natixis Advisors
265
Natixis Advisors
Massachusetts
$565K +$561K +10,560 New
PIA
266
Perennial Investment Advisors
California
$564K +$22.2K +418 +4%
KCA
267
Karn Couzens & Associates
Connecticut
$544K +$540K +10,162 New
COCM
268
Charter Oak Capital Management
New Hampshire
$542K -$637 -12 -0.1%
KWM
269
Kingsview Wealth Management
Oregon
$533K -$80.6K -1,517 -13%
WC
270
Whitney & Co
New York
$528K -$71.5K -1,346 -12%
RFG
271
Range Financial Group
Oregon
$526K +$522K +9,829 New
KA
272
Kovack Advisors
Florida
$521K +$141K +2,652 +37%
HR
273
Howe & Rusling
New York
$518K +$16.4K +309 +3%
TGAM
274
TBH Global Asset Management
Tennessee
$514K +$75.5K +1,421 +17%
LA
275
Latitude Advisors
Florida
$507K +$504K +9,487 New

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.