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iShares Core Universal USD Bond ETF
IUSB

477 hedge funds and large institutions have $17.6B invested in iShares Core Universal USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 101

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

16% more funds holding in top 10

Funds holding in top 10: 57 → 66 (+9)

13% more capital invested

Capital invested by funds: $15.6B → $17.6B (+$1.98B)

6.22% more ownership

Funds ownership: 93.61% → 99.83% (+6.2%)

2% more funds holding

Funds holding: 466 → 477 (+11)

Holders
477
Holders Change
+11
Holders Change %
+2.36%
% of All Funds
7.52%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$899M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$776M
3
Wells Fargo
Wells Fargo
California
+$295M
4
BlackRock
BlackRock
New York
+$227M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$194M

Top Sellers

Rank Fund Capital Flow
1
ST
Spinnaker Trust
Maine
-$44M
2
UBS Group
UBS Group
Switzerland
-$22.6M
3
EH
Equitable Holdings
New York
-$12.4M
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
-$10.9M
5
FFA
Fragasso Financial Advisors
Pennsylvania
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$71.5M +$27.6M +542,038 +60%
RJA
27
Raymond James & Associates
Florida
$70.7M +$8.48M +166,321 +13%
MC
28
McMorgan & Co
California
$57.2M +$20.3M +397,967 +53%
NA
29
NewEdge Advisors
Louisiana
$54M +$3.24M +63,596 +6%
FAAM
30
First Ascent Asset Management
Colorado
$53.8M +$4.24M +83,100 +8%
AWS
31
Atria Wealth Solutions
New York
$50.4M +$51.7M +1,014,890 New
AWM
32
AE Wealth Management
Kansas
$44.2M +$10.1M +199,158 +29%
AssetMark Inc
33
AssetMark Inc
California
$43.5M +$1.09M +21,458 +3%
AI
34
Atria Investments
North Carolina
$42.3M +$8M +157,047 +23%
Stifel Financial
35
Stifel Financial
Missouri
$41.3M +$9.45M +185,400 +29%
DWM
36
Destination Wealth Management
California
$40.1M +$1.77M +34,676 +4%
IDA
37
Intelligence Driven Advisers
California
$37.3M +$11.5M +225,072 +42%
SW
38
SteelPeak Wealth
California
$37.2M +$8.04M +157,728 +27%
KeyBank National Association
39
KeyBank National Association
Ohio
$36.6M +$1M +19,690 +3%
KAS
40
Kestra Advisory Services
Texas
$36.2M +$14.1M +276,583 +61%
HFA
41
High Falls Advisors
New York
$35.5M +$7.26M +142,472 +25%
SHJ
42
Sharkey, Howes & Javer
Colorado
$32.8M +$7.83M +153,672 +30%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$32.5M -$6.42M -126,008 -16%
SMM
44
Stadion Money Management
Georgia
$31.9M +$12.3M +242,215 +61%
TSA
45
Tri-Star Advisors
Texas
$30.1M +$7.55M +148,194 +31%
CS
46
Comerica Securities
Michigan
$29.4M +$7.92M +155,437 +35%
FCM
47
Firestone Capital Management
Florida
$29.2M -$45.2K -887 -0.2%
JSA
48
Jacobson & Schmitt Advisors
Wisconsin
$25.6M +$766K +15,021 +3%
PFG
49
PAX Financial Group
Texas
$25.3M +$4.86M +95,341 +23%
WANY
50
Wealthspire Advisors (New York)
New York
$25M +$7.83M +153,689 +44%
1
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IUSB Hedge Fund Activity: Q1 2022 in Review

477 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2022, worth a combined $17.6B — up 13% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IUSB positions and 48 closed out — a net gain of 20 holders — while 262 added to existing stakes and 101 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $899M. The largest seller was Spinnaker Trust, cutting an estimated $44M.

  • 477 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2022, up from 466 in Q4 2021.
  • Funds reported $17.6B of iShares Core Universal USD Bond ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 68 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2022 and 48 closed out, a net change of +20 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $899M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2022 was Spinnaker Trust, an estimated $44M sold.

Based on aggregated 13F filings for Q1 2022.