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iShares Core Universal USD Bond ETF
IUSB

720 hedge funds and large institutions have $32B invested in iShares Core Universal USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 243 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 60

14% more funds holding in top 10

Funds holding in top 10: 116 → 132 (+16)

9% more funds holding

Funds holding: 663 → 720 (+57)

0.51% more ownership

Funds ownership: 100.4% → 100.9% (+0.51%)

4% less capital invested

Capital invested by funds: $33.3B → $32B (-$1.33B)

17% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 293

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
9.48%
Holding in Top 10
132
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.79%
% of All Funds
1.74%
New
132
Increased
243
Reduced
293
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$310M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$302M
3
LPL Financial
LPL Financial
California
+$244M
4
Wells Fargo
Wells Fargo
California
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$79M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$821M
2
JP Morgan Chase
JP Morgan Chase
New York
-$119M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$112M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$107M
5
PAS
Park Avenue Securities
New York
-$73.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
601
Lantern Wealth Advisors
New York
$261K -$321 -7 -0.1%
HP
602
Holistic Planning
Texas
$249K +$252K +5,499 New
QCIG
603
Quad-Cities Investment Group
Iowa
$243K +$3.44K +75 +1%
MPW
604
Magnolia Private Wealth
Pennsylvania
$243K +$246K +5,367 New
RWM
605
Riverbend Wealth Management
South Carolina
$242K +$246K +5,360 New
FSA
606
Financial Sense Advisors
California
$242K -$38.6K -841 -14%
MA
607
Mosaic Advisors
Texas
$242K +$245K +5,345 New
CB
608
Commerce Bank
Missouri
$237K – – –
BAM
609
Belpointe Asset Management
Nevada
$235K +$9.82K +214 +4%
FCA
610
Fortis Capital Advisors
Kansas
$235K +$9.82K +214 +4%
CRI
611
Commonwealth Retirement Investments
Virginia
$235K – – –
CB
612
Cadence Bank
Mississippi
$233K -$8.22K -179 -3%
MWP
613
Madison Wealth Partners
Wisconsin
$227K +$20.7K +450 +10%
GWMR
614
GC Wealth Management RIA
Massachusetts
$225K – – –
AFG
615
Altiora Financial Group
Ohio
$224K – – –
M
616
MATAURO
New York
$222K +$225K +4,912 New
RFN
617
Redwood Financial Network
Ohio
$218K -$31.5K -686 -12%
BPA
618
Beacon Pointe Advisors
California
$216K +$219K +4,769 New
SCA
619
Scott Capital Advisors
Oregon
$212K – – –
TIM
620
Total Investment Management
Arizona
$212K +$215K +4,687 New
PAMG
621
Patton Albertson Miller Group
Tennessee
$209K +$212K +4,618 New
OC
622
Oppenheimer & Co
New York
$208K +$212K +4,608 New
FFA
623
Founders Financial Alliance
North Carolina
$207K +$597 +13 +0.3%
1WM
624
1900 Wealth Management
Texas
$207K +$3.31K +72 +2%
SP
625
Sequent Planning
Nebraska
$207K +$210K +4,578 New
23 24
25
26 27

IUSB Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2024, worth a combined $32B — down 4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IUSB positions and 60 closed out — a net gain of 72 holders — while 243 added to existing stakes and 293 trimmed.

The largest buyer was BlackRock, adding an estimated $310M. The largest seller was Envestnet Asset Management, cutting an estimated $821M.

  • 720 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2024, up from 663 in Q3 2024.
  • Funds reported $32B of iShares Core Universal USD Bond ETF stock for Q4 2024, down 4% quarter-over-quarter.
  • 132 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2024 and 60 closed out, a net change of +72 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $310M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2024.