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iShares Core Universal USD Bond ETF
IUSB

720 hedge funds and large institutions have $32B invested in iShares Core Universal USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 243 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 60

14% more funds holding in top 10

Funds holding in top 10: 116 → 132 (+16)

9% more funds holding

Funds holding: 663 → 720 (+57)

0.51% more ownership

Funds ownership: 100.4% → 100.9% (+0.51%)

4% less capital invested

Capital invested by funds: $33.3B → $32B (-$1.33B)

17% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 293

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
9.48%
Holding in Top 10
132
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.79%
% of All Funds
1.74%
New
132
Increased
243
Reduced
293
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$310M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$302M
3
LPL Financial
LPL Financial
California
+$244M
4
Wells Fargo
Wells Fargo
California
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$79M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$821M
2
JP Morgan Chase
JP Morgan Chase
New York
-$119M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$112M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$107M
5
PAS
Park Avenue Securities
New York
-$73.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
301
Maiden Cove Capital
Maine
$2.84M -$220K -4,803 -7%
SA
302
Sunesis Advisors
Kansas
$2.82M +$30.1K +655 +1%
FBB
303
Fulton Breakefield Broenniman
Maryland
$2.81M +$2.85M +62,163 New
SPC
304
Sigma Planning Corp
Michigan
$2.78M -$356K -7,760 -11%
SWA
305
Sax Wealth Advisors
New Jersey
$2.75M +$2.79M +60,789 New
GWS
306
Greykasell Wealth Strategies
California
$2.74M +$2.79M +60,723 New
USCWA
307
U.S. Capital Wealth Advisors
Texas
$2.72M -$478K -10,416 -15%
EWA
308
Emergent Wealth Advisors
New York
$2.71M +$94.4K +2,057 +4%
E3F
309
Eight 31 Financial
Texas
$2.71M -$2.55M -55,623 -48%
PIA
310
Pinion Investment Advisors
Kansas
$2.71M +$1.15M +25,149 +72%
TCA
311
Transcend Capital Advisors
New Jersey
$2.7M -$2.28M -49,628 -45%
EWA
312
Evolution Wealth Advisors
Florida
$2.7M -$265K -5,781 -9%
HCM
313
Howard Capital Management
Georgia
$2.68M +$480K +10,448 +21%
NL
314
NWAM LLC
Washington
$2.68M -$291K -6,340 -10%
OWA
315
Opal Wealth Advisors
New York
$2.65M +$114K +2,479 +4%
ACM
316
Absolute Capital Management
Pennsylvania
$2.62M -$302K -6,586 -10%
RWS
317
Retirement Wealth Solutions
Wisconsin
$2.62M +$2.68M +58,420 New
FPAS
318
Focus Partners Advisor Solutions
Missouri
$2.58M +$2.23M +48,495 +571%
HIM
319
Hanlon Investment Management
New Jersey
$2.5M -$1.15M -25,076 -31%
WA
320
Wealthstar Advisors
Texas
$2.5M +$2.54M +55,293 New
AQR Capital Management
321
AQR Capital Management
Connecticut
$2.48M +$71.2K +1,551 +3%
TWP
322
Tempus Wealth Planning
California
$2.48M +$12.7K +277 +0.5%
IAG
323
Investment Advisory Group
Massachusetts
$2.46M +$18.4K +400 +0.7%
PTC
324
Private Trust Company
Ohio
$2.42M -$252K -5,492 -9%
RFN
325
RDA Financial Network
Iowa
$2.4M +$745K +16,232 +44%
11 12
13
14 15

IUSB Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2024, worth a combined $32B — down 4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IUSB positions and 60 closed out — a net gain of 72 holders — while 243 added to existing stakes and 293 trimmed.

The largest buyer was BlackRock, adding an estimated $310M. The largest seller was Envestnet Asset Management, cutting an estimated $821M.

  • 720 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2024, up from 663 in Q3 2024.
  • Funds reported $32B of iShares Core Universal USD Bond ETF stock for Q4 2024, down 4% quarter-over-quarter.
  • 132 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2024 and 60 closed out, a net change of +72 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $310M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2024.