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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
SFSIG
326
San Francisco Sentry Investment Group
California
$16K
PMFA
327
Plante Moran Financial Advisors
Michigan
$16K +$15.8K +294 New
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$16.2K +303 New
AIM
329
Astor Investment Management
Illinois
$15K
Simplex Trading
330
Simplex Trading
Illinois
$15K +$16.1K +300 New
CWM
331
Cranbrook Wealth Management
Michigan
$14K
CAAS
332
Capital Asset Advisory Services
Michigan
$12K +$8.63K +161 +268%
RFA
333
Reilly Financial Advisors
California
$10K
BFC
334
Bedel Financial Consulting
Indiana
$10K +$10.4K +195 New
VBCG
335
Valley Brook Capital Group
Pennsylvania
$8K
AP
336
Atwood & Palmer
Missouri
$8K +$7.82K +146 New
TCWA
337
Ten Capital Wealth Advisors
Washington
$7K
SBL
338
Sargent Bickham Lagudis
Colorado
$7K +$54 +1 +0.8%
BW
339
Bison Wealth
Georgia
$7K +$6.97K +130 New
SWA
340
SOA Wealth Advisors
New York
$6K +$4.61K +86 +226%
NC
341
NinePointTwo Capital
California
$5K +$5.36K +100 New
TAM
342
Tucker Asset Management
Colorado
$4.54K +$4.61K +86 New
LWA
343
Lenox Wealth Advisors
New York
$4K +$4.07K +76 New
AWM
344
Accel Wealth Management
Iowa
$3K +$3K +56 New
NFSG
345
Newbridge Financial Services Group
Florida
$3K +$3.06K +57 New
FPW
346
Flagship Private Wealth
Massachusetts
$2.9K
1WM
347
1900 Wealth Management
Texas
$2.09K +$153K +2,852 +8%
MCC
348
Money Concepts Capital
Florida
$2K -$78.9K -1,472 -97%
SL
349
Systelligence LLC
Minnesota
-$7.14M -130,755 Closed
Renaissance Technologies
350
Renaissance Technologies
New York
-$6.75M -123,661 Closed

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.