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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
TAM
376
Tucker Asset Management
Colorado
$4.6K
NFSG
377
Newbridge Financial Services Group
Florida
$3K
FPW
378
Flagship Private Wealth
Massachusetts
$2.96K
SWA
379
SOA Wealth Advisors
New York
$2K -$4.57K -86 -69%
JCM
380
Jacobi Capital Management
Pennsylvania
$1K +$1.33K +25 New
VC
381
Vicus Capital
Pennsylvania
-$11.4M -215,956 Closed
UR
382
USCA RIA
Texas
-$9.49M -179,886 Closed
OMC
383
Old Mission Capital
Illinois
-$7.88M -149,432 Closed
PRS
384
Pinkerton Retirement Specialists
Idaho
-$4.96M -94,037 Closed
MWM
385
Mattern Wealth Management
Kansas
-$2.84M -53,872 Closed
GM
386
GeoWealth Management
Illinois
-$1.48M -28,057 Closed
PAM
387
Peak Asset Management
Colorado
-$1.2M -22,674 Closed
MWM
388
MBE Wealth Management
Wisconsin
-$1.01M -19,188 Closed
JG
389
Jefferies Group
New York
-$872K -16,529 Closed
SS
390
Simplicity Solutions
Minnesota
-$813K -15,407 Closed
Deutsche Bank
391
Deutsche Bank
Germany
-$779K -14,769 Closed
CWA
392
Centennial Wealth Advisory
Michigan
-$720K -13,643 Closed
WI
393
WBI Investments
New Jersey
-$412K -7,806 Closed
SIA
394
Strategic Investment Advisors
Michigan
-$378K -7,175 Closed
MHS
395
M Holdings Securities
Oregon
-$254K -4,820 Closed
TC
396
Trilogy Capital
California
-$251K -4,766 Closed
JFS
397
JD Financial Services
Pennsylvania
-$251K -4,765 Closed
DWP
398
Destiny Wealth Partners
Florida
-$34K -638 Closed
ADIM
399
Alpha DNA Investment Management
Maryland
-$26K -493 Closed
Simplex Trading
400
Simplex Trading
Illinois
-$15K -300 Closed

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.