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iShares Core Universal USD Bond ETF
IUSB

403 hedge funds and large institutions have $13.9B invested in iShares Core Universal USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 238 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

187% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 83

6% more funds holding

Funds holding: 380 → 403 (+23)

2% more funds holding in top 10

Funds holding in top 10: 48 → 49 (+1)

2% more capital invested

Capital invested by funds: $13.6B → $13.9B (+$279M)

4.61% less ownership

Funds ownership: 94.1% → 89.5% (-4.6%)

Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
7.06%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.86%
New
44
Increased
238
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
2
BlackRock
BlackRock
New York
+$226M
3
LPL Financial
LPL Financial
California
+$65.7M
4
Wells Fargo
Wells Fargo
California
+$58.1M
5
Morgan Stanley
Morgan Stanley
New York
+$50.2M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$66.6M
2
Ameriprise
Ameriprise
Minnesota
-$32.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$32.7M
4
OBWG
Onyx Bridge Wealth Group
New York
-$20.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$43.7M +$2.65M +49,331 +6%
MC
27
McMorgan & Co
California
$41.5M +$6.67M +124,240 +19%
DWM
28
Destination Wealth Management
California
$41.4M +$1.87M +34,778 +5%
CW
29
CreativeOne Wealth
Kansas
$39.4M +$9.49M +176,687 +31%
AI
30
Atria Investments
North Carolina
$39.2M +$4.46M +83,036 +13%
AWM
31
AE Wealth Management
Kansas
$37.9M +$13.2M +245,302 +53%
KeyBank National Association
32
KeyBank National Association
Ohio
$36.3M +$345K +6,421 +1%
NA
33
NewEdge Advisors
Louisiana
$35.8M +$2.07M +38,511 +6%
FCM
34
Firestone Capital Management
Florida
$32.2M – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$32.1M -$16.1M -299,359 -33%
Barclays
36
Barclays
United Kingdom
$30.6M -$8.41M -156,477 -21%
Stifel Financial
37
Stifel Financial
Missouri
$29.5M +$4.03M +75,027 +16%
SW
38
SteelPeak Wealth
California
$29.2M +$873K +16,244 +3%
IDA
39
Intelligence Driven Advisers
California
$29.2M +$6.78M +126,224 +30%
HFA
40
High Falls Advisors
New York
$28.8M +$365K +6,798 +1%
KAS
41
Kestra Advisory Services
Texas
$27M +$3.18M +59,281 +13%
SHJ
42
Sharkey, Howes & Javer
Colorado
$25.5M +$1.81M +33,669 +8%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$24.9M +$1.23M +22,984 +5%
JSA
44
Jacobson & Schmitt Advisors
Wisconsin
$24.8M +$2.34M +43,649 +10%
TSA
45
Tri-Star Advisors
Texas
$24.7M +$340K +6,332 +1%
SMM
46
Stadion Money Management
Georgia
$22M -$1.06M -19,800 -5%
CFGS
47
Concourse Financial Group Securities
Alabama
$22M +$2.59M +48,156 +13%
PFG
48
PAX Financial Group
Texas
$21.9M +$824K +15,346 +4%
CS
49
Comerica Securities
Michigan
$21.7M +$2.56M +47,574 +13%
HPC
50
Hobart Private Capital
North Carolina
$21.2M +$6.28M +116,908 +42%
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IUSB Hedge Fund Activity: Q3 2021 in Review

403 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2021, worth a combined $13.9B — up 2% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IUSB positions and 14 closed out — a net gain of 30 holders — while 238 added to existing stakes and 83 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $243M. The largest seller was Kelly Financial Services, cutting an estimated $66.6M.

  • 403 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2021, up from 380 in Q2 2021.
  • Funds reported $13.9B of iShares Core Universal USD Bond ETF stock for Q3 2021, up 2% quarter-over-quarter.
  • 44 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2021 and 14 closed out, a net change of +30 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $243M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q3 2021 was Kelly Financial Services, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2021.