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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
Citigroup
326
Citigroup
New York
$489K -$7.63K -144 -2%
KM
327
Kalos Management
Georgia
$482K +$27.2K +513 +6%
PCMC
328
Private Capital Management (Colorado)
Colorado
$475K +$81.9K +1,544 +21%
VFPW
329
Vantage Financial Partners (Wisconsin)
Wisconsin
$475K +$476K +8,979 New
JIP
330
Jaffetilchin Investment Partners
Florida
$473K +$2.54K +48 +0.5%
FAIM
331
Financial Advocates Investment Management
Washington
$465K -$2.32M -43,829 -83%
EL
332
EQ LLC
Washington
$460K -$172K -3,244 -27%
LWM
333
Laidlaw Wealth Management
New York
$459K -$5.04K -95 -1%
PFA
334
Pinnacle Family Advisors
Missouri
$456K +$185K +3,480 +68%
DAS
335
Dynamic Advisor Solutions
Arizona
$455K -$401K -7,566 -47%
PFS
336
Prospera Financial Services
Texas
$451K +$79.3K +1,496 +21%
RJT
337
Raymond James Trust
Florida
$438K +$85.6K +1,615 +24%
TGAM
338
TBH Global Asset Management
Tennessee
$437K +$106 +2 +0%
VWA
339
V Wealth Advisors
Kansas
$435K -$23.7K -447 -5%
CAAM
340
Cornerstone Advisors Asset Management
Pennsylvania
$435K +$435K +8,209 New
PWP
341
Personal Wealth Partners
Minnesota
$433K
FC
342
Financial Council
Maryland
$429K
WC
343
Whitney & Co
New York
$411K -$23.9K -450 -5%
MHB
344
Midwest Heritage Bank
Iowa
$404K +$404K +7,626 New
LWAC
345
Laurel Wealth Advisors (California)
California
$402K +$403K +7,603 New
OFG
346
OmniStar Financial Group
North Carolina
$394K -$212K -4,007 -35%
BWA
347
Burt Wealth Advisors
Maryland
$392K
AP
348
Advisor Partners
California
$390K
PCS
349
Personal CFO Solutions
New Jersey
$390K +$391K +7,367 New
SWP
350
Stratos Wealth Partners
Ohio
$368K +$12.9K +244 +4%

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.