We are live on ! Find out more
IUSB icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
7.06%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.86%
New
44
Increased
238
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
2
BlackRock
BlackRock
New York
+$226M
3
LPL Financial
LPL Financial
California
+$65.7M
4
Wells Fargo
Wells Fargo
California
+$58.1M
5
Morgan Stanley
Morgan Stanley
New York
+$50.2M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$66.6M
2
Ameriprise
Ameriprise
Minnesota
-$32.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$32.7M
4
OBWG
Onyx Bridge Wealth Group
New York
-$20.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
301
Aveo Capital Partners
Colorado
$406K +$197K +3,676 +93%
BAAM
302
Baker Avenue Asset Management
California
$404K +$5.1K +95 +1%
SWM
303
Selective Wealth Management
Virginia
$396K +$400K +7,445 New
BWA
304
Burt Wealth Advisors
Maryland
$395K – – –
PCMC
305
Private Capital Management (Colorado)
Colorado
$395K +$171K +3,190 +75%
AP
306
Advisor Partners
California
$392K +$395K +7,361 New
WPWM
307
Windward Private Wealth Management
Kansas
$390K +$74K +1,378 +23%
MA
308
MONECO Advisors
Connecticut
$380K +$383K +7,130 New
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$376K +$379K +7,064 New
PFS
310
Prospera Financial Services
Texas
$374K +$29K +539 +8%
CIBC World Market
311
CIBC World Market
Ontario, Canada
$372K +$376K +6,993 New
US Bancorp
312
US Bancorp
Minnesota
$368K +$13.4K +250 +4%
WIM
313
Westside Investment Management
California
$365K +$379K +7,060 +8%
SWP
314
Stratos Wealth Partners
Ohio
$357K +$47.5K +884 +15%
RJT
315
Raymond James Trust
Florida
$355K +$12.6K +234 +4%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$352K -$12.6K -234 -3%
Wealth Enhancement Advisory Services
317
Wealth Enhancement Advisory Services
Minnesota
$347K +$322 +6 +0.1%
BFA
318
Beacon Financial Advisory
Ohio
$335K +$74.2K +1,381 +28%
HR
319
Hayden Royal
North Carolina
$333K -$29.5K -549 -8%
PB
320
Pinnacle Bancorp
Nebraska
$328K +$31.5K +586 +11%
V
321
VeraBank
Texas
$324K +$327K +6,087 New
IAN
322
Integrated Advisors Network
Texas
$319K -$445K -8,286 -58%
EFL
323
ERn Financial LLC
Wisconsin
$314K -$24.6K -457 -7%
AFAS
324
Acorn Financial Advisory Services
Virginia
$312K +$8.49K +158 +3%
SDH
325
Sloy Dahl & Holst
Washington
$293K +$295K +5,500 New
11 12
13
14 15

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.