iShares Core Universal USD Bond ETF
IUSB
403 hedge funds and large institutions have $13.9B invested in iShares Core Universal USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 238 increasing their positions, 83 reducing their positions, and 14 closing their positions.
214% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 14
187% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 83
6% more funds holding
Funds holding: 380 → 403 (+23)
2% more funds holding in top 10
Funds holding in top 10: 48 → 49 (+1)
2% more capital invested
Capital invested by funds: $13.6B → $13.9B (+$279M)
4.61% less ownership
Funds ownership: 94.1% → 89.5% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$243M |
| 2 |
BlackRock
New York
|
+$226M |
| 3 |
LPL Financial
San Diego,
California
|
+$65.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$58.1M |
| 5 |
Morgan Stanley
New York
|
+$50.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$66.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$32.8M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$32.7M |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$20.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$16.1M |
IUSB Hedge Fund Activity: Q3 2021 in Review
403 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2021, worth a combined $13.9B — up 2% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IUSB positions and 14 closed out — a net gain of 30 holders — while 238 added to existing stakes and 83 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $243M. The largest seller was Kelly Financial Services, cutting an estimated $66.6M.
- 403 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2021, up from 380 in Q2 2021.
- Funds reported $13.9B of iShares Core Universal USD Bond ETF stock for Q3 2021, up 2% quarter-over-quarter.
- 44 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2021 and 14 closed out, a net change of +30 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $243M added.
- The largest iShares Core Universal USD Bond ETF seller in Q3 2021 was Kelly Financial Services, an estimated $66.6M sold.
Based on aggregated 13F filings for Q3 2021.