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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
AF
301
Advisornet Financial
Minnesota
$150K -$83.7K -1,561 -35%
RIM
302
Rockbridge Investment Management
New York
$123K +$12.2K +228 +11%
WIM
303
Westside Investment Management
California
$120K +$119K +2,227 +3%
JFA
304
JNBA Financial Advisors
Minnesota
$108K
US Bancorp
305
US Bancorp
Minnesota
$105K +$72.4K +1,351 +209%
PA
306
Parallel Advisors
California
$88K +$5.73K +107 +7%
GAM
307
Gemmer Asset Management
California
$87K
BL
308
Balentine LLC
Georgia
$87K +$63.5K +1,185 +251%
BCWM
309
Bartlett & Co Wealth Management
Ohio
$65.4K +$66.4K +1,239 New
BC
310
Bartlett & Co
Ohio
$65K +$66.4K +1,239 New
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$47K
ADL
312
Asset Dedication LLC
California
$43K
AWM
313
Avior Wealth Management
Nebraska
$40K +$161 +3 +0.4%
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$37K +$11.5K +214 +44%
AWM
315
Activest Wealth Management
Florida
$36K +$36.2K +676 New
DWP
316
Destiny Wealth Partners
Florida
$34K -$15.4K -288 -31%
SMA
317
Sage Mountain Advisors
Georgia
$34K +$34.8K +649 New
AWA
318
Arkadios Wealth Advisors
Georgia
$31K +$27.7K +516 +670%
SQA
319
Simon Quick Advisors
New Jersey
$27K -$14.5K -271 -34%
S
320
SignatureFD
Georgia
$27K +$25.2K +470 +1,119%
ADIM
321
Alpha DNA Investment Management
Maryland
$26K +$26.4K +493 New
FPB
322
First PREMIER Bank
South Dakota
$25K
HIA
323
Harbor Investment Advisory
Maryland
$24K
WWM
324
Wolff Wiese Magana
California
$22K +$6.97K +130 +44%
FF
325
FourThought Financial
Florida
$16K -$697 -13 -4%

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.