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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
FT
301
Fiduciary Trust
Massachusetts
$607K -$15.2K -287 -2%
OBWG
302
Onyx Bridge Wealth Group
New York
$602K -$214K -4,030 -26%
9WM
303
9258 Wealth Management
Ohio
$600K +$125K +2,354 +26%
CCFM
304
Clear Creek Financial Management
Washington
$598K -$2.71M -51,095 -82%
WPWM
305
Windward Private Wealth Management
Kansas
$596K +$208K +3,926 +54%
TFO
306
Tarbox Family Office
California
$594K +$153K +2,891 +35%
3LCM
307
3D/L Capital Management
Connecticut
$590K +$29.7K +560 +5%
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$574K -$17.4M -327,929 -97%
SIS
309
Sound Income Strategies
Florida
$566K -$49.6K -935 -8%
BFA
310
Beacon Financial Advisory
Ohio
$551K +$219K +4,126 +66%
Natixis Advisors
311
Natixis Advisors
Massachusetts
$543K +$544K +10,254 New
HR
312
Howe & Rusling
New York
$540K +$19.1K +360 +4%
BTWM
313
Baker Tilly Wealth Management
Wisconsin
$538K -$131K -2,471 -20%
CA
314
CoreCap Advisors
Michigan
$535K +$536K +10,115 New
CIBC World Market
315
CIBC World Market
Ontario, Canada
$534K +$164K +3,100 +44%
KA
316
Kovack Advisors
Florida
$532K -$31.4K -593 -6%
ACP
317
Aveo Capital Partners
Colorado
$531K +$128K +2,411 +32%
SS
318
Simplicity Solutions
Minnesota
$529K -$216K -4,080 -29%
RFG
319
Range Financial Group
Oregon
$527K -$5.14K -97 -1%
SAM
320
Strategic Asset Management
Minnesota
$519K +$323K +6,090 +164%
HWM
321
Hohimer Wealth Management
Washington
$519K +$520K +9,804 New
TFS
322
Thoroughbred Financial Services
Tennessee
$510K -$74.8K -1,410 -13%
COCM
323
Charter Oak Capital Management
New Hampshire
$509K -$12.7K -240 -2%
EWA
324
EverSource Wealth Advisors
Alabama
$507K +$507K +9,567 New
SC
325
Savant Capital
Illinois
$491K +$24.2K +457 +5%

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.