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iShares Core Universal USD Bond ETF

720 hedge funds and large institutions have $32B invested in iShares Core Universal USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 243 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 60

14% more funds holding in top 10

Funds holding in top 10: 116132 (+16)

9% more funds holding

Funds holding: 663720 (+57)

0.51% more ownership

Funds ownership: 100.4%100.9% (+0.51%)

4% less capital invested

Capital invested by funds: $33.3B → $32B (-$1.33B)

17% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 293

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
9.48%
Holding in Top 10
132
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.79%
% of All Funds
1.74%
New
132
Increased
243
Reduced
293
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
401
Appleton Partners
Massachusetts
$1.27M -$67.9K -1,480 -5%
LSWP
402
Liberty Square Wealth Partners
Pennsylvania
$1.27M +$1.27M +27,773 New
SFS
403
Sowell Financial Services
Arkansas
$1.26M -$7.78M -169,489 -86%
ACP
404
Aveo Capital Partners
Colorado
$1.24M +$44.5K +970 +4%
SFA
405
Semmax Financial Advisors
North Carolina
$1.23M -$267K -5,827 -18%
SW
406
SoFi Wealth
California
$1.22M +$1.24M +26,993 New
EPP
407
ETF Portfolio Partners
Kansas
$1.21M -$85.1K -1,854 -6%
WFS
408
WealthGarden F.S.
California
$1.21M -$7.99K -174 -0.6%
KFAA
409
Klaas Financial Asset Advisors
Illinois
$1.21M -$26.7K -582 -2%
CA
410
Clearstead Advisors
Ohio
$1.21M -$25.8K -562 -2%
NB
411
NBT Bank
New York
$1.2M -$73.1K -1,592 -6%
MTC
412
Matrix Trust Company
Colorado
$1.2M +$1.05M +22,931 +622%
LA
413
Latitude Advisors
Florida
$1.19M +$32.1K +700 +3%
MC
414
Moors & Cabot
Massachusetts
$1.18M -$16.1K -350 -1%
BW
415
Blalock Williams
Alabama
$1.18M +$1.2M +26,124 New
LW
416
Linscomb Wealth
Texas
$1.18M -$14.8K -322 -1%
CWM
417
Certus Wealth Management
California
$1.17M
DC
418
Davenport & Co
Virginia
$1.16M +$92.4K +2,012 +8%
HIF
419
Hill Island Financial
Michigan
$1.13M +$91.7K +1,997 +9%
KWM
420
Kingsview Wealth Management
Oregon
$1.12M +$458K +9,986 +67%
WI
421
Wintrust Investments
Illinois
$1.1M +$129K +2,814 +13%
PCM
422
Parsons Capital Management
Rhode Island
$1.1M -$32.2K -701 -3%
FF
423
Farrell Financial
New York
$1.1M -$36.4K -792 -3%
PFA
424
Pinnacle Family Advisors
Missouri
$1.09M +$187K +4,072 +20%
OCM
425
Objective Capital Management
Ohio
$1.08M +$27.6K +602 +3%

IUSB Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2024, worth a combined $32B — down 4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IUSB positions and 60 closed out — a net gain of 72 holders — while 243 added to existing stakes and 293 trimmed.

The largest buyer was BlackRock, adding an estimated $310M. The largest seller was Envestnet Asset Management, cutting an estimated $821M.

  • 720 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2024, up from 663 in Q3 2024.
  • Funds reported $32B of iShares Core Universal USD Bond ETF stock for Q4 2024, down 4% quarter-over-quarter.
  • 132 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2024 and 60 closed out, a net change of +72 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $310M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2024.