We are live on ! Find out more
IUSB icon

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
GRP
476
Global Retirement Partners
California
-$608K -11,413 Closed
CWMU
477
Caliber Wealth Management (Utah)
Utah
-$539K -10,162 Closed
CRI
478
Colonial River Investments
Virginia
-$539K -10,162 Closed
FFN
479
Focus Financial Network
Minnesota
-$512K -9,619 Closed
PIA
480
Perennial Investment Advisors
California
-$495K -9,291 Closed
MWA
481
Motive Wealth Advisors
Michigan
-$442K -8,294 Closed
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Missouri
-$376K -7,064 Closed
V
483
VeraBank
Texas
-$324K -6,087 Closed
EFL
484
ERn Financial LLC
Wisconsin
-$314K -5,907 Closed
Koshinski Asset Management
485
Koshinski Asset Management
Illinois
-$238K -4,479 Closed
Goldman Sachs
486
Goldman Sachs
New York
-$215K -4,036 Closed
CB
487
Commerce Bank
Missouri
-$201K -3,773 Closed
AWA
488
Arkadios Wealth Advisors
Georgia
-$131K -2,479 Closed
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
-$93K -1,745 Closed
BC
490
Bartlett & Co
Ohio
-$66K -1,239 Closed
BCWM
491
Bartlett & Co Wealth Management
Ohio
-$66K -1,239 Closed
EIP
492
Ellis Investment Partners
Pennsylvania
-$46K -878 Closed
SMA
493
Sage Mountain Advisors
Georgia
-$35K -649 Closed
GI
494
Gradient Investments
Minnesota
-$26K -493 Closed
HA
495
Herold Advisors
New York
-$13K -250 Closed
BW
496
Bison Wealth
Georgia
-$7K -130 Closed
BMD
497
Better Money Decisions
New Mexico
-$5K -99 Closed
TRCT
498
Tower Research Capital (TRC)
New York
-$5K -93 Closed
CAL
499
Capital Analysts LLC
Pennsylvania
-$1K -20 Closed
BHWM
500
Beaird Harris Wealth Management
Texas
+$265 +5 New

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.