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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
KFG
451
Kelly Financial Group
Connecticut
$917K +$931K +20,283 New
HFO
452
Heritage Family Offices
Arizona
$899K +$267K +5,825 +41%
WFC
453
Western Financial Corp
California
$893K -$296K -6,459 -25%
TPWM
454
Twelve Points Wealth Management
Massachusetts
$884K -$8.52M -185,592 -90%
HIP
455
HUB Investment Partners
Texas
$881K +$110K +2,399 +14%
RCM
456
Raleigh Capital Management
North Carolina
$876K -$72.8K -1,585 -8%
PFA
457
Pettinga Financial Advisors
Indiana
$874K -$4.6M -100,216 -84%
AIM
458
Advyzon Investment Management
Illinois
$874K +$887K +19,331 New
BEI
459
Benjamin Edwards Inc
Missouri
$871K -$76.4K -1,664 -8%
FA
460
Flagstar Advisors
New York
$866K -$102K -2,217 -10%
ATC
461
Argent Trust Co
Tennessee
$862K -$88K -1,918 -9%
SAM
462
Smartleaf Asset Management
Massachusetts
$861K +$318K +6,920 +57%
HFA
463
Hershey Financial Advisers
Pennsylvania
$860K +$874K +19,032 New
SAG
464
SageView Advisory Group
California
$857K -$77.4K -1,687 -8%
VA
465
Valmark Advisers
Ohio
$848K -$66K -1,438 -7%
SWP
466
Semus Wealth Partners
Florida
$842K -$124K -2,707 -13%
KDA
467
Kraft Davis & Associates
Missouri
$839K -$2.95M -64,224 -78%
NFG
468
Nations Financial Group
Iowa
$834K +$116K +2,520 +16%
TA
469
TFB Advisors
Kansas
$828K +$35.7K +778 +4%
VFP
470
Vested Financial Planning
California
$825K +$838K +18,251 New
1CP
471
17 Capital Partners
Arizona
$816K +$137K +2,980 +20%
MCA
472
MSH Capital Advisors
Arizona
$814K -$64.1K -1,396 -7%
VFPW
473
Vantage Financial Partners (Wisconsin)
Wisconsin
$809K -$439K -9,575 -35%
FEM
474
Fulcrum Equity Management
Texas
$802K -$476K -10,361 -37%
LSA
475
Lion Street Advisors
Texas
$801K +$175K +3,805 +27%

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.