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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
RPWA
276
Regent Peak Wealth Advisors
Georgia
$828K +$1.7K +32 +0.2%
C
277
CEDRUS
Colorado
$814K +$815K +15,378 New
TCMP
278
Thrive Capital Management (Pennsylvania)
Pennsylvania
$794K +$795K +15,003 New
FCG
279
Financial Connections Group
California
$791K +$793K +14,950 New
LRIA
280
Leonard Rickey Investment Advisors
Washington
$773K -$10.4K -196 -1%
Wealth Enhancement Advisory Services
281
Wealth Enhancement Advisory Services
Minnesota
$772K +$446K +8,407 +129%
CCG
282
Capital CS Group
California
$770K +$772K +14,556 New
SA
283
Sunesis Advisors
Kansas
$762K
RC
284
RegentAtlantic Capital
New Jersey
$757K -$7.42K -140 -1%
SWM
285
Selective Wealth Management
Virginia
$757K +$364K +6,863 +92%
SFG
286
Sovereign Financial Group
Connecticut
$745K +$747K +14,081 New
TI
287
tru Independence
Oregon
$730K +$65.8K +1,241 +10%
WAL
288
W Advisors LLC
Tennessee
$723K +$724K +13,663 New
GCA
289
Gradient Capital Advisors
California
$722K
WFC
290
Western Financial Corp
California
$712K +$226K +4,256 +46%
SFG
291
Snider Financial Group
Washington
$687K -$23.8K -448 -3%
AG
292
Ascent Group
Virginia
$669K +$682K +12,854 New
LA
293
LexAurum Advisors
Kansas
$660K +$139K +2,613 +27%
CWM
294
Cahaba Wealth Management
Georgia
$651K -$4.4K -83 -0.7%
KCA
295
Karn Couzens & Associates
Connecticut
$650K +$121K +2,287 +23%
CI
296
CX Institutional
Indiana
$641K -$1.32K -25 -0.2%
IAG
297
Investment Advisory Group
Massachusetts
$640K +$668K +12,604 New
PA
298
Parallel Advisors
California
$637K -$72K -1,358 -10%
FPS
299
Fieldpoint Private Securities
Connecticut
$634K
Creative Planning
300
Creative Planning
Kansas
$613K -$378K -7,134 -38%

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.