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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
FA
351
Fortis Advisors
Pennsylvania
$37K +$36.4K +685 New
AWM
352
Activest Wealth Management
Florida
$36K
SMA
353
Sage Mountain Advisors
Georgia
$35K
S
354
SignatureFD
Georgia
$31K +$3.29K +62 +12%
WBC
355
West Branch Capital
Massachusetts
$29K +$29.2K +550 New
SQA
356
Simon Quick Advisors
New Jersey
$28K
HIA
357
Harbor Investment Advisory
Maryland
$28K +$4.25K +80 +18%
BL
358
Balentine LLC
Georgia
$26K -$62.7K -1,181 -71%
FPB
359
First PREMIER Bank
South Dakota
$25K
WWM
360
Wolff Wiese Magana
California
$23K
FDCDDQ
361
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K +$18.1K +340 New
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$17K -$29.9K -562 -64%
FF
363
FourThought Financial
Florida
$16K
SFSIG
364
San Francisco Sentry Investment Group
California
$16K
GEA
365
Glen Eagle Advisors
New Jersey
$14.4K +$14.3K +269 New
CWM
366
Cranbrook Wealth Management
Michigan
$14K
CAAS
367
Capital Asset Advisory Services
Michigan
$13K +$1.43K +27 +12%
KFI
368
Key Financial Inc
Pennsylvania
$13K +$12.9K +242 New
IRC
369
Investors Research Corp
Georgia
$11K +$11.2K +210 New
BFC
370
Bedel Financial Consulting
Indiana
$10K
RFA
371
Reilly Financial Advisors
California
$10K
AP
372
Atwood & Palmer
Missouri
$8K
BW
373
Bison Wealth
Georgia
$7K
SBL
374
Sargent Bickham Lagudis
Colorado
$7K
TCWA
375
Ten Capital Wealth Advisors
Washington
$7K

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.