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iShares Core Universal USD Bond ETF
IUSB

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: 49 → 57 (+8)

16% more funds holding

Funds holding: 403 → 466 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$253M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$242M
3
Ameriprise
Ameriprise
Minnesota
+$144M
4
JC
JB Capital
Connecticut
+$73.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.8M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$30.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$17.4M
3
CA
Calton & Associates
Florida
-$16.3M
4
MFGM
Marshall Financial Group (Maryland)
Maryland
-$10.6M
5
Morgan Stanley
Morgan Stanley
New York
-$8.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
351
Ameritas Advisory Services
Nebraska
$368K +$369K +6,958 New
HKIMG
352
Hutchens & Kramer Investment Management Group
Indiana
$366K +$392K +7,396 New
WIM
353
Westside Investment Management
California
$365K +$850K +16,040 +16%
BAAM
354
Baker Avenue Asset Management
California
$364K -$38.4K -725 -10%
AFP
355
Ausdal Financial Partners
Iowa
$363K +$89.9K +1,696 +33%
PP
356
Prosperity Planning
Missouri
$361K -$100K -1,886 -22%
Bank of Montreal
357
Bank of Montreal
Ontario, Canada
$348K – – –
IPW
358
Intergy Private Wealth
Colorado
$341K +$341K +6,434 New
HR
359
Hayden Royal
North Carolina
$333K +$1.96K +37 +0.6%
PB
360
Pinnacle Bancorp
Nebraska
$331K +$5.41K +102 +2%
AFAS
361
Acorn Financial Advisory Services
Virginia
$323K +$12.9K +243 +4%
ATPW
362
Ashton Thomas Private Wealth
Arizona
$320K +$321K +6,048 New
MFA
363
Mayflower Financial Advisors
Massachusetts
$307K +$308K +5,803 New
ACM
364
Absolute Capital Management
Pennsylvania
$306K +$306K +5,775 New
MP
365
McDonald Partners
Ohio
$306K +$306K +5,775 New
Lido Advisors
366
Lido Advisors
California
$299K +$300K +5,662 New
SDH
367
Sloy Dahl & Holst
Washington
$293K – – –
EWA
368
Exencial Wealth Advisors
Oklahoma
$292K +$293K +5,520 New
TWA
369
TCI Wealth Advisors
Arizona
$290K +$291K +5,483 New
D
370
Dentgroup
Louisiana
$285K +$286K +5,389 New
WA
371
Waverly Advisors
Alabama
$284K +$5.99K +113 +2%
FFA
372
Founders Financial Alliance
North Carolina
$280K +$32.7K +616 +13%
WF
373
Wayfinding Financial
Washington
$280K +$287K +5,410 New
WFA
374
Wellspring Financial Advisors
Ohio
$275K – – –
TPCW
375
TD Private Client Wealth
New York
$273K +$15.5K +292 +6%
13 14
15
16 17

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.