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iShares Core Universal USD Bond ETF
IUSB

628 hedge funds and large institutions have $24.4B invested in iShares Core Universal USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 201 increasing their positions, 254 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 48

26% more funds holding in top 10

Funds holding in top 10: 81 → 102 (+21)

16% more funds holding

Funds holding: 543 → 628 (+85)

13% more capital invested

Capital invested by funds: $21.6B → $24.4B (+$2.76B)

2.85% more ownership

Funds ownership: 100.11% → 102.95% (+2.8%)

21% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 254

Holders
628
Holders Change
+85
Holders Change %
+15.65%
% of All Funds
9.16%
Holding in Top 10
102
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.93%
% of All Funds
1.49%
New
140
Increased
201
Reduced
254
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.02B
2
Morgan Stanley
Morgan Stanley
New York
+$686M
3
UCFA
United Capital Financial Advisors
Texas
+$190M
4
BlackRock
BlackRock
New York
+$151M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$70.1M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$275M
2
Osaic Holdings
Osaic Holdings
Arizona
-$238M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$182M
4
UBS Group
UBS Group
Switzerland
-$111M
5
BAAM
Baker Avenue Asset Management
California
-$82.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
251
Summit Wealth Partners
Florida
$2.62M +$1M +22,721 +66%
BIG
252
Bush Investment Group
Georgia
$2.61M +$2.52M +57,111 New
IA
253
IFG Advisory
Georgia
$2.58M -$115K -2,610 -4%
PCIA
254
Prime Capital Investment Advisors
Kansas
$2.57M +$2.47M +55,881 New
Financial Engines Advisors
255
Financial Engines Advisors
California
$2.57M +$2.46M +55,701 New
KDA
256
Kraft Davis & Associates
Missouri
$2.56M +$2.48M +56,158 New
HIM
257
Hanlon Investment Management
New Jersey
$2.56M -$657K -14,868 -21%
LIA
258
LifePlan Investment Advisors
North Carolina
$2.54M +$118K +2,673 +5%
DAS
259
Dynamic Advisor Solutions
Arizona
$2.5M +$1.28M +29,058 +113%
IP
260
Ignite Planners
California
$2.49M +$2.4M +54,359 New
WWP
261
WR Wealth Planners
Missouri
$2.48M -$289K -6,540 -11%
MBT
262
Montecito Bank & Trust
California
$2.43M +$1.32M +29,969 +132%
RL
263
Retireful LLC
Michigan
$2.42M +$2.32M +52,570 New
CAM
264
Concorde Asset Management
Michigan
$2.41M +$353K +7,983 +18%
AC
265
Apella Capital
Connecticut
$2.31M +$1.5M +34,016 +205%
USCWA
266
U.S. Capital Wealth Advisors
Texas
$2.29M +$551K +12,476 +33%
IAG
267
Investment Advisory Group
Massachusetts
$2.28M +$1.25M +28,280 +134%
IFAM
268
Institutional & Family Asset Management
Colorado
$2.27M +$2.39K +54 +0.1%
NB
269
NBT Bank
New York
$2.2M +$2.11M +47,733 New
CA
270
Continuum Advisory
Idaho
$2.18M +$1.42M +32,067 +209%
LIM
271
Leavell Investment Management
Alabama
$2.17M +$691K +15,627 +50%
LSA
272
Lansing Street Advisors
Pennsylvania
$2.16M +$2.07M +46,786 New
CFD
273
Creative Financial Designs
Indiana
$2.15M +$78.7K +1,781 +4%
KWM
274
Keebeck Wealth Management
Illinois
$2.1M -$325K -7,348 -14%
ATPW
275
Ashton Thomas Private Wealth
Arizona
$2.09M -$417K -9,430 -17%
9 10
11
12 13

IUSB Hedge Fund Activity: Q4 2023 in Review

628 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2023, worth a combined $24.4B — up 13% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IUSB positions and 48 closed out — a net gain of 92 holders — while 201 added to existing stakes and 254 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.02B. The largest seller was Envestnet Asset Management, cutting an estimated $275M.

  • 628 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2023, up from 543 in Q3 2023.
  • Funds reported $24.4B of iShares Core Universal USD Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 140 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2023 and 48 closed out, a net change of +92 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2023 was Jones Financial Companies, an estimated $1.02B added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2023.