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iShares Core Universal USD Bond ETF

466 hedge funds and large institutions have $15.6B invested in iShares Core Universal USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 215 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 35

103% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 106

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

16% more funds holding

Funds holding: 403466 (+63)

12% more capital invested

Capital invested by funds: $13.9B → $15.6B (+$1.7B)

4.11% more ownership

Funds ownership: 89.5%93.61% (+4.1%)

Holders
466
Holders Change
+63
Holders Change %
+15.63%
% of All Funds
7.17%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
0.88%
New
104
Increased
215
Reduced
106
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$54.1M -$1.22M -23,097 -2%
FAAM
27
First Ascent Asset Management
Colorado
$53M +$5.38M +101,507 +11%
ST
28
Spinnaker Trust
Maine
$48.8M +$4.73M +89,202 +11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$47.6M +$3.41M +64,243 +8%
AssetMark Inc
30
AssetMark Inc
California
$45.3M +$1.84M +34,640 +4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$41.3M +$9.43M +177,855 +30%
DWM
32
Destination Wealth Management
California
$41M -$195K -3,681 -0.5%
MC
33
McMorgan & Co
California
$39.9M -$1.29M -24,367 -3%
KeyBank National Association
34
KeyBank National Association
Ohio
$37.9M +$1.9M +35,751 +5%
AI
35
Atria Investments
North Carolina
$36.8M -$2.17M -40,858 -6%
AWM
36
AE Wealth Management
Kansas
$36.6M -$1.14M -21,563 -3%
Stifel Financial
37
Stifel Financial
Missouri
$34.2M +$4.89M +92,153 +17%
SW
38
SteelPeak Wealth
California
$31.3M +$2.25M +42,506 +8%
FCM
39
Firestone Capital Management
Florida
$31.2M -$592K -11,173 -2%
HFA
40
High Falls Advisors
New York
$30.3M +$1.69M +31,827 +6%
IDA
41
Intelligence Driven Advisers
California
$28M -$494K -9,322 -2%
SHJ
42
Sharkey, Howes & Javer
Colorado
$26.8M +$1.48M +27,845 +6%
JSA
43
Jacobson & Schmitt Advisors
Wisconsin
$26.5M +$1.89M +35,713 +8%
TSA
44
Tri-Star Advisors
Texas
$25.1M +$783K +14,773 +3%
KAS
45
Kestra Advisory Services
Texas
$24M -$2.81M -52,992 -10%
CS
46
Comerica Securities
Michigan
$23.2M +$1.6M +30,204 +7%
CFGS
47
Concourse Financial Group Securities
Alabama
$22.7M +$823K +15,517 +4%
PFG
48
PAX Financial Group
Texas
$22M +$169K +3,193 +0.8%
SMM
49
Stadion Money Management
Georgia
$21.2M -$745K -14,055 -3%
HPC
50
Hobart Private Capital
North Carolina
$20.5M -$601K -11,342 -3%

IUSB Hedge Fund Activity: Q4 2021 in Review

466 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2021, worth a combined $15.6B — up 12% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new IUSB positions and 35 closed out — a net gain of 69 holders — while 215 added to existing stakes and 106 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was Barclays, exiting entirely with an estimated $30.6M sold.

  • 466 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2021, up from 403 in Q3 2021.
  • Funds reported $15.6B of iShares Core Universal USD Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 104 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2021 and 35 closed out, a net change of +69 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2021 was BlackRock, an estimated $253M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2021 was Barclays, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2021.