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iShares Core Universal USD Bond ETF

348 hedge funds and large institutions have $11.3B invested in iShares Core Universal USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 17

161% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 54

113% more capital invested

Capital invested by funds: $5.32B → $11.3B (+$6.02B)

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

43% more funds holding

Funds holding: 243348 (+105)

4.65% more ownership

Funds ownership: 88.71%93.37% (+4.7%)

Holders
348
Holders Change
+105
Holders Change %
+43.21%
% of All Funds
6.11%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
0.72%
New
125
Increased
141
Reduced
54
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$37.3M +$1.85M +34,437 +5%
FAAM
27
First Ascent Asset Management
Colorado
$35.6M +$7.69M +143,560 +27%
KeyBank National Association
28
KeyBank National Association
Ohio
$34.9M +$454K +8,476 +1%
ST
29
Spinnaker Trust
Maine
$34.5M +$15.7M +293,228 +81%
RJA
30
Raymond James & Associates
Florida
$32.6M +$6.1M +113,811 +23%
FCM
31
Firestone Capital Management
Florida
$31.5M -$1.48M -27,580 -4%
NA
32
NewEdge Advisors
Louisiana
$27.4M +$27.6M +515,966 +12,659%
CA
33
Calton & Associates
Florida
$27.1M +$2.58M +48,144 +10%
AI
34
Atria Investments
North Carolina
$26M +$23.3M +435,384 +757%
SMM
35
Stadion Money Management
Georgia
$23.7M +$570K +10,629 +2%
SW
36
SteelPeak Wealth
California
$20.9M +$21.3M +396,702 New
RFC
37
Regions Financial Corp
Alabama
$20.4M +$47.2K +881 +0.2%
OBWG
38
Onyx Bridge Wealth Group
New York
$20.2M +$17.3M +323,375 +537%
JSA
39
Jacobson & Schmitt Advisors
Wisconsin
$18.9M +$1.03M +19,263 +6%
KCM
40
Karp Capital Management
California
$18.5M +$952K +17,756 +5%
Stifel Financial
41
Stifel Financial
Missouri
$18.5M +$18M +335,807 +2,335%
KAS
42
Kestra Advisory Services
Texas
$17.7M +$16.1M +300,200 +867%
PFG
43
PAX Financial Group
Texas
$17.4M +$17.7M +329,489 New
TSA
44
Tri-Star Advisors
Texas
$17.4M +$17.5M +326,849 New
CAN
45
Cetera Advisor Networks
California
$17.2M +$5.69M +106,195 +48%
SHJ
46
Sharkey, Howes & Javer
Colorado
$17.1M +$17.3M +323,308 New
HFA
47
High Falls Advisors
New York
$16.8M +$17M +317,647 New
AWM
48
AE Wealth Management
Kansas
$15.9M +$15.2M +284,274 +1,612%
HPC
49
Hobart Private Capital
North Carolina
$14.7M +$15M +279,403 New
CS
50
Comerica Securities
Michigan
$14.6M +$14.5M +271,323 +4,503%

IUSB Hedge Fund Activity: Q1 2021 in Review

348 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2021, worth a combined $11.3B — up 113% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new IUSB positions and 17 closed out — a net gain of 108 holders — while 141 added to existing stakes and 54 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.06B. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $24M.

  • 348 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2021, up from 243 in Q4 2020.
  • Funds reported $11.3B of iShares Core Universal USD Bond ETF stock for Q1 2021, up 113% quarter-over-quarter.
  • 125 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2021 and 17 closed out, a net change of +108 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $2.06B added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2021 was Qube Research & Technologies (QRT), an estimated $24M sold.

Based on aggregated 13F filings for Q1 2021.