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iShares Core Universal USD Bond ETF

380 hedge funds and large institutions have $13.6B invested in iShares Core Universal USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 65

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $11.3B → $13.6B (+$2.29B)

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more funds holding

Funds holding: 348380 (+32)

0.73% more ownership

Funds ownership: 93.37%94.1% (+0.73%)

Holders
380
Holders Change
+32
Holders Change %
+9.2%
% of All Funds
6.61%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
61
Increased
215
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAM
26
First Ascent Asset Management
Colorado
$43.7M +$7.58M +142,731 +21%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$42.9M +$3.62M +68,172 +9%
ST
28
Spinnaker Trust
Maine
$42M +$6.96M +131,008 +20%
AssetMark Inc
29
AssetMark Inc
California
$41.3M +$2.91M +54,777 +8%
DWM
30
Destination Wealth Management
California
$39.7M +$1.9M +35,798 +5%
Barclays
31
Barclays
United Kingdom
$39.2M +$38.9M +732,143 New
KeyBank National Association
32
KeyBank National Association
Ohio
$36.1M +$643K +12,104 +2%
MC
33
McMorgan & Co
California
$35M +$34.8M +654,511 New
AI
34
Atria Investments
North Carolina
$35M +$8.54M +160,855 +33%
NA
35
NewEdge Advisors
Louisiana
$33.9M +$6.03M +113,605 +22%
FCM
36
Firestone Capital Management
Florida
$32.2M +$223K +4,197 +0.7%
CW
37
CreativeOne Wealth
Kansas
$30M +$27.1M +510,645 +1,008%
CA
38
Calton & Associates
Florida
$29.2M +$1.78M +33,434 +7%
HFA
39
High Falls Advisors
New York
$28.5M +$11.5M +215,654 +68%
SW
40
SteelPeak Wealth
California
$28.5M +$7.21M +135,721 +34%
Stifel Financial
41
Stifel Financial
Missouri
$25.6M +$6.83M +128,531 +37%
AWM
42
AE Wealth Management
Kansas
$25M +$8.77M +165,172 +55%
TSA
43
Tri-Star Advisors
Texas
$24.5M +$7.01M +131,923 +40%
KAS
44
Kestra Advisory Services
Texas
$23.9M +$5.96M +112,295 +34%
MAFM
45
Mid Atlantic Financial Management
Pennsylvania
$23.8M +$10M +188,255 +73%
SHJ
46
Sharkey, Howes & Javer
Colorado
$23.8M +$6.47M +121,723 +38%
KFS
47
Kelly Financial Services
Massachusetts
$23.7M +$66.2M +1,246,308 +6,409%
SMM
48
Stadion Money Management
Georgia
$23.2M -$781K -14,700 -3%
IDA
49
Intelligence Driven Advisers
California
$22.6M +$22.5M +422,639 New
JSA
50
Jacobson & Schmitt Advisors
Wisconsin
$22.6M +$3.4M +63,998 +18%

IUSB Hedge Fund Activity: Q2 2021 in Review

380 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2021, worth a combined $13.6B — up 20% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IUSB positions and 27 closed out — a net gain of 34 holders — while 215 added to existing stakes and 65 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $585M. The largest seller was Ameriprise, cutting an estimated $31.7M.

  • 380 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2021, up from 348 in Q1 2021.
  • Funds reported $13.6B of iShares Core Universal USD Bond ETF stock for Q2 2021, up 20% quarter-over-quarter.
  • 61 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2021 and 27 closed out, a net change of +34 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $585M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2021 was Ameriprise, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2021.