We are live on ! Find out more
IUSB icon

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
BFA
376
Beaumont Financial Advisors
Massachusetts
$268K – – –
FA
377
FDx Advisors
Illinois
$267K +$34.6K +653 +15%
OWA
378
Opal Wealth Advisors
New York
$263K +$264K +4,977 New
RW
379
Rede Wealth
Virginia
$262K +$7.11K +134 +3%
NRW
380
Nova R Wealth
Kansas
$261K +$261K +4,924 New
PFA
381
Pure Financial Advisors
California
$253K +$253K +4,773 New
IAN
382
Integrated Advisors Network
Texas
$251K -$66.5K -1,254 -21%
MOS
383
MGO One Seven
Ohio
$248K -$318 -6 -0.1%
DIA
384
Dana Investment Advisors
Wisconsin
$247K +$39K +736 +19%
W
385
Wealthquest
Ohio
$244K -$206K -3,894 -46%
RMDI
386
R.M. Davis Inc
Maine
$237K -$2.02K -38 -0.8%
GSAM
387
Grant Street Asset Management
Pennsylvania
$234K -$1.64K -31 -0.7%
KWM
388
Kingsview Wealth Management
Oregon
$232K +$233K +4,388 New
DC
389
Davenport & Co
Virginia
$231K +$17.7K +333 +8%
MA
390
MONECO Advisors
Connecticut
$230K -$142K -2,674 -38%
FSA
391
Financial Sense Advisors
California
$226K – – –
AWM
392
Aspire Wealth Management
Massachusetts
$223K +$224K +4,220 New
WF
393
Warner Financial
Maryland
$218K +$219K +4,125 New
1WA
394
180 Wealth Advisors
Washington
$211K -$24.2K -457 -10%
MC
395
Moors & Cabot
Massachusetts
$210K +$210K +3,968 New
IFG
396
Independent Financial Group
California
$206K +$206K +3,889 New
Principal Financial Group
397
Principal Financial Group
Iowa
$201K -$752K -14,184 -79%
IF
398
IRON Financial
Illinois
$200K +$1.11K +21 +0.6%
NFSG
399
Newbridge Financial Services Group
Florida
$180K -$13.1K -248 -7%
FMP
400
Financial Management Professionals
Texas
$172K – – –
14 15
16
17 18

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.