We are live on ! Find out more
IUSB icon

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
CCM
426
Chilton Capital Management
Texas
$28K +$28.2K +532 New
BL
427
Balentine LLC
Georgia
$26K +$159 +3 +0.6%
TCWA
428
Ten Capital Wealth Advisors
Washington
$26K +$19K +359 +260%
CWS
429
Confluence Wealth Services
Pennsylvania
$26K +$26.9K +508 New
FPB
430
First PREMIER Bank
South Dakota
$25K
M
431
MOTCO
Texas
$23K
WWM
432
Wolff Wiese Magana
California
$22K
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$18K +$18.1K +341 New
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K
UB
435
UMB Bank
Missouri
$17K +$16.5K +312 New
HWA
436
HHM Wealth Advisors
Tennessee
$16K
CWM
437
Cranbrook Wealth Management
Michigan
$14K
FFWM
438
Future Financial Wealth Management
Ohio
$14K +$14.6K +275 New
BLC
439
Brown, Lisle/Cummings
Rhode Island
$13K +$13K +246 New
KFI
440
Key Financial Inc
Pennsylvania
$13K
IRC
441
Investors Research Corp
Georgia
$11K
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$10K -$7.05K -133 -41%
RFA
443
Reilly Financial Advisors
California
$10K -$4.29K -81 -31%
CAAS
444
Capital Asset Advisory Services
Michigan
$10K -$3.18K -60 -24%
BFC
445
Bedel Financial Consulting
Indiana
$10K
SFM
446
Signet Financial Management
New Jersey
$9K +$9.22K +174 New
LWM
447
Liberty Wealth Management
California
$8.01K -$7.53M -141,979 Closed
FF
448
FourThought Financial
Florida
$8K
EWM
449
Evermay Wealth Management
Virginia
$8K +$8.43K +159 New
SBL
450
Sargent Bickham Lagudis
Colorado
$7K -$130K -2,459 -95%

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.