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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
TPCW
326
TD Private Client Wealth
New York
$218K +$25.8K +485 +13%
GSAM
327
Grant Street Asset Management
Pennsylvania
$214K -$125K -2,346 -55%
AFP
328
Ausdal Financial Partners
Iowa
$212K +$210K +3,961 New
ACP
329
Aveo Capital Partners
Colorado
$211K -$88.3K -1,663 -30%
FFA
330
Founders Financial Alliance
North Carolina
$174K +$9.83K +185 +6%
PA
331
Parallel Advisors
California
$174K +$85K +1,601 +97%
FMP
332
Financial Management Professionals
Texas
$173K
BWL
333
Bogart Wealth LLC
Virginia
$160K +$159K +3,000 New
RIM
334
Rockbridge Investment Management
New York
$125K
JFA
335
JNBA Financial Advisors
Minnesota
$110K
AWA
336
Arkadios Wealth Advisors
Georgia
$92K +$60.4K +1,137 +192%
GAM
337
Gemmer Asset Management
California
$89K
AF
338
Allworth Financial
California
$75K +$74.4K +1,401 New
AWM
339
Avior Wealth Management
Nebraska
$70K +$29.3K +551 +72%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$69K +$31.3K +590 +84%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$66.3K
BC
342
Bartlett & Co
Ohio
$66K
SL
343
Savior LLC
Massachusetts
$54K +$53.4K +1,006 New
CHA
344
Carmichael Hill & Associates
Maryland
$51K +$50.3K +946 New
BAM
345
Baldrige Asset Management
Pennsylvania
$51K +$50.6K +953 New
HNB
346
Huntington National Bank
Ohio
$45K
ADL
347
Asset Dedication LLC
California
$44K
GWM
348
Geneos Wealth Management
Colorado
$41K -$131K -2,467 -76%
HWMA
349
Heritage Wealth Management (Arizona)
Arizona
$40K +$39.3K +739 New
PCA
350
Providence Capital Advisors
North Carolina
$40K +$39.8K +750 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.