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iShares Core Universal USD Bond ETF

380 hedge funds and large institutions have $13.6B invested in iShares Core Universal USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 65

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $11.3B → $13.6B (+$2.29B)

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more funds holding

Funds holding: 348380 (+32)

0.73% more ownership

Funds ownership: 93.37%94.1% (+0.73%)

Holders
380
Holders Change
+32
Holders Change %
+9.2%
% of All Funds
6.61%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
61
Increased
215
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
301
Prospera Financial Services
Texas
$347K +$53 +1 +0%
RJT
302
Raymond James Trust
Florida
$344K +$341K +6,425 New
EFL
303
ERn Financial LLC
Wisconsin
$340K +$4.67K +88 +1%
SC
304
Savant Capital
Illinois
$329K +$1.38K +26 +0.4%
WPWM
305
Windward Private Wealth Management
Kansas
$319K -$1.47M -27,616 -82%
Creative Planning
306
Creative Planning
Kansas
$318K +$99.6K +1,875 +46%
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$315K +$313K +5,892 New
SWP
308
Stratos Wealth Partners
Ohio
$312K +$48.1K +905 +18%
ZF
309
Zhang Financial
Michigan
$311K +$903 +17 +0.3%
AFAS
310
Acorn Financial Advisory Services
Virginia
$305K +$66.2K +1,246 +28%
WFA
311
Wellspring Financial Advisors
Ohio
$301K +$299K +5,626 New
PB
312
Pinnacle Bancorp
Nebraska
$298K +$12.2K +230 +4%
WA
313
Waverly Advisors
Alabama
$292K +$425 +8 +0.1%
PFA
314
Pinnacle Family Advisors
Missouri
$274K +$272K +5,120 New
BFA
315
Beaumont Financial Advisors
Massachusetts
$271K
AIC
316
Ameritas Investment Company
Nebraska
$264K -$158K -2,979 -61%
BFA
317
Beacon Financial Advisory
Ohio
$263K +$261K +4,912 New
CP
318
Castleview Partners
Texas
$254K +$253K +4,757 New
BFEC
319
Benjamin F. Edwards & Company
Missouri
$253K -$85.1K -1,603 -25%
UCFA
320
United Capital Financial Advisors
Texas
$244K -$41.8K -787 -15%
1WA
321
180 Wealth Advisors
Washington
$239K +$22.3K +419 +10%
PCMC
322
Private Capital Management (Colorado)
Colorado
$226K -$1.02M -19,117 -82%
RMDI
323
R.M. Davis Inc
Maine
$226K
DC
324
Davenport & Co
Virginia
$222K +$7.49K +141 +4%
FSA
325
Financial Sense Advisors
California
$220K +$218K +4,113 New

IUSB Hedge Fund Activity: Q2 2021 in Review

380 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2021, worth a combined $13.6B — up 20% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IUSB positions and 27 closed out — a net gain of 34 holders — while 215 added to existing stakes and 65 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $585M. The largest seller was Ameriprise, cutting an estimated $31.7M.

  • 380 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2021, up from 348 in Q1 2021.
  • Funds reported $13.6B of iShares Core Universal USD Bond ETF stock for Q2 2021, up 20% quarter-over-quarter.
  • 61 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2021 and 27 closed out, a net change of +34 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $585M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2021 was Ameriprise, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2021.