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iShares Core Universal USD Bond ETF
IUSB

243 hedge funds and large institutions have $5.32B invested in iShares Core Universal USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

188% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 42

22% more funds holding

Funds holding: 200 → 243 (+43)

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+4)

10% more capital invested

Capital invested by funds: $4.83B → $5.32B (+$484M)

0.17% more ownership

Funds ownership: 88.54% → 88.71% (+0.17%)

Holders
243
Holders Change
+43
Holders Change %
+21.5%
% of All Funds
4.3%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
59
Increased
121
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$414M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.5M
3
UBS Group
UBS Group
Switzerland
+$14.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$13.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$70.3M
2
Jane Street
Jane Street
New York
-$42.5M
3
Morgan Stanley
Morgan Stanley
New York
-$21.2M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$18.1M
5
ST
Spinnaker Trust
Maine
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
26
Spinnaker Trust
Maine
$19.7M -$13M -240,185 -40%
JSA
27
Jacobson & Schmitt Advisors
Wisconsin
$18.5M +$673K +12,395 +4%
KCM
28
Karp Capital Management
California
$18.2M +$885K +16,284 +5%
WC
29
Whitney & Co
New York
$15.8M +$323K +5,951 +2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$15.5M +$6.34M +116,756 +70%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$13.7M -$12.2M -225,340 -47%
VC
32
Vicus Capital
Pennsylvania
$13.5M +$60.7K +1,117 +0.5%
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$12.8M +$12.7M +234,280 New
VWA
34
Visionary Wealth Advisors
Illinois
$12.8M +$2.63M +48,415 +26%
CAN
35
Cetera Advisor Networks
California
$12M +$668K +12,292 +6%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$11.7M – – –
EVM
37
Eaton Vance Management
Massachusetts
$10.8M +$1.84M +33,831 +21%
AP
38
Agilis Partners
Massachusetts
$10.6M -$30.5K -562 -0.3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$10.1M +$214K +3,940 +2%
CP
40
Capital Planning
Washington
$9.66M +$9.62M +176,995 New
RWRC
41
R.W. Roge & Company
New York
$9.14M +$359K +6,615 +4%
UR
42
USCA RIA
Texas
$8.53M +$490K +9,017 +6%
CA
43
Corrado Advisors
New Jersey
$7.77M -$608K -11,192 -7%
WA
44
Wilshire Advisors
California
$7.24M +$145K +2,671 +2%
CCFM
45
Clear Creek Financial Management
Washington
$7.2M +$7.16M +131,851 New
SL
46
Systelligence LLC
Minnesota
$7.14M +$55.6K +1,024 +0.8%
EPP
47
ETF Portfolio Partners
Kansas
$7.01M +$96.2K +1,771 +1%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$6.8M +$559K +10,281 +9%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$6.8M +$1.85M +33,995 +38%
MWM
50
Mattern Wealth Management
Kansas
$6.8M +$4.32M +79,532 +177%
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IUSB Hedge Fund Activity: Q4 2020 in Review

243 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2020, worth a combined $5.32B — up 10% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IUSB positions and 13 closed out — a net gain of 46 holders — while 121 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $414M. The largest seller was Ameriprise, cutting an estimated $70.3M.

  • 243 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2020, up from 200 in Q3 2020.
  • Funds reported $5.32B of iShares Core Universal USD Bond ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 59 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2020 and 13 closed out, a net change of +46 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2020 was BlackRock, an estimated $414M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2020 was Ameriprise, an estimated $70.3M sold.

Based on aggregated 13F filings for Q4 2020.