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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
UCFA
276
United Capital Financial Advisors
Texas
$282K -$361K -6,733 -56%
PB
277
Pinnacle Bancorp
Nebraska
$282K +$118K +2,211 +71%
CA
278
Continuum Advisory
Idaho
$281K -$183K -3,413 -39%
BSSFA
279
Baron Silver Stevens Financial Advisors
Florida
$280K +$84.2K +1,571 +42%
BFA
280
Beaumont Financial Advisors
Massachusetts
$267K
SWP
281
Stratos Wealth Partners
Ohio
$260K -$2.04K -38 -0.8%
AIC
282
Ameritas Investment Company
Nebraska
$257K +$262K +4,880 New
APA
283
American Portfolios Advisors
New York
$255K -$10.1K -188 -4%
MHS
284
M Holdings Securities
Oregon
$254K +$258K +4,820 New
JFS
285
JD Financial Services
Pennsylvania
$251K +$255K +4,765 New
TC
286
Trilogy Capital
California
$251K +$255K +4,766 New
AFAS
287
Acorn Financial Advisory Services
Virginia
$235K +$239K +4,464 New
BWP
288
Bernardo Wealth Planning
Pennsylvania
$231K +$236K +4,395 New
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$224K +$226K +4,225 New
GSAM
290
Grant Street Asset Management
Pennsylvania
$224K +$227K +4,244 New
RMDI
291
R.M. Davis Inc
Maine
$223K -$556K -10,378 -71%
1WA
292
180 Wealth Advisors
Washington
$215K +$217K +4,049 New
Creative Planning
293
Creative Planning
Kansas
$214K +$218K +4,061 New
DC
294
Davenport & Co
Virginia
$212K +$215K +4,010 New
PA
295
PFG Advisors
Arizona
$203K +$206K +3,845 New
TPCW
296
TD Private Client Wealth
New York
$190K +$103K +1,917 +114%
BAM
297
Belpointe Asset Management
Nevada
$178K +$182K +3,390 New
GWM
298
Geneos Wealth Management
Colorado
$172K -$27.8K -519 -14%
FMP
299
Financial Management Professionals
Texas
$171K
FFA
300
Founders Financial Alliance
North Carolina
$162K +$82.9K +1,547 +100%

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.