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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
US Bancorp
401
US Bancorp
Minnesota
$164K -$202K -3,810 -55%
RDFA
402
Ritter Daniher Financial Advisory
Ohio
$164K +$164K +3,097 New
BWL
403
Bogart Wealth LLC
Virginia
$159K
RIM
404
Rockbridge Investment Management
New York
$129K +$5.25K +99 +4%
JFA
405
JNBA Financial Advisors
Minnesota
$124K +$15.9K +299 +15%
IWP
406
IAG Wealth Partners
Wisconsin
$118K +$118K +2,235 New
ACA
407
Aptus Capital Advisors
Alabama
$113K +$113K +2,133 New
GAM
408
Gemmer Asset Management
California
$85K -$3.18K -60 -4%
AWM
409
Avior Wealth Management
Nebraska
$84K -$6.63K -125 -7%
CWP
410
Concord Wealth Partners
Virginia
$75K +$75.6K +1,426 New
SL
411
Savior LLC
Massachusetts
$69K +$15.4K +291 +29%
BFEC
412
Benjamin F. Edwards & Company
Missouri
$67K -$184K -3,477 -73%
FA
413
Fortis Advisors
Pennsylvania
$56K +$19.7K +372 +54%
HIA
414
Harbor Investment Advisory
Maryland
$56K +$20.7K +390 +58%
S
415
SignatureFD
Georgia
$53K -$7.11K -134 -12%
CHA
416
Carmichael Hill & Associates
Maryland
$50K
ADL
417
Asset Dedication LLC
California
$45K -$43.7K -824 -49%
OCM
418
Orion Capital Management
California
$45K
CFA
419
Carroll Financial Associates
North Carolina
$37K +$37.4K +705 New
AWM
420
Activest Wealth Management
Florida
$36K
GEA
421
Glen Eagle Advisors
New Jersey
$34K +$19.8K +373 +139%
CI
422
Cordant Inc
Oregon
$31K +$30.8K +580 New
SPA
423
Shore Point Advisors
New Jersey
$30K +$29.8K +562 New
WBC
424
West Branch Capital
Massachusetts
$29K +$159 +3 +0.5%
SQA
425
Simon Quick Advisors
New Jersey
$28K

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.