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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
PA
251
PFG Advisors
Arizona
$1.17M +$302K +5,693 +35%
Betterment LLC
252
Betterment LLC
New York
$1.15M +$1.15M +21,662 New
SCFS
253
S.C. Financial Services
Arizona
$1.14M +$1.15M +21,726 New
LIM
254
Leavell Investment Management
Alabama
$1.12M -$14.8K -280 -1%
SPI
255
Sutton Place Investors
New York
$1.11M +$1.11M +20,931 New
WWM
256
Western Wealth Management
Colorado
$1.11M +$1.11M +20,872 New
GSWM
257
Golden State Wealth Management
California
$1.09M +$414K +7,804 +61%
TWM
258
Trinity Wealth Management
Pennsylvania
$1.09M -$4.29K -81 -0.4%
TA
259
TrueWealth Advisors
Alabama
$1.06M +$137K +2,591 +15%
FWP
260
FAS Wealth Partners
Kansas
$1.04M +$4.45K +84 +0.4%
CL
261
CPWM LLC
Washington
$1.01M
CSB
262
City State Bank
Iowa
$992K +$994K +18,739 New
RCM
263
Raleigh Capital Management
North Carolina
$992K +$994K +18,746 New
BSSFA
264
Baron Silver Stevens Financial Advisors
Florida
$975K +$22.8K +430 +2%
UCFA
265
United Capital Financial Advisors
Texas
$971K +$98.6K +1,859 +11%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$969K -$6.95K -131 -0.7%
KFGK
267
Keystone Financial Group (Kentucky)
Kentucky
$953K +$101K +1,902 +12%
CPWMP
268
Cardinal Point Wealth Management Partners
California
$951K +$953K +17,975 New
BFPW
269
BOK Financial Private Wealth
Colorado
$920K -$49.5K -934 -5%
ANTB
270
AMG National Trust Bank
Colorado
$918K +$25.2K +475 +3%
TFA
271
Teamwork Financial Advisors
Texas
$916K +$340K +6,410 +59%
SWP
272
Summit Wealth Partners
Florida
$886K +$35.5K +670 +4%
CFN
273
Cordasco Financial Network
Florida
$859K
MWP
274
Madison Wealth Partners
Wisconsin
$843K -$129K -2,432 -13%
RCIM
275
Red Cedar Investment Management
Michigan
$833K

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.