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iShares Core Universal USD Bond ETF

243 hedge funds and large institutions have $5.32B invested in iShares Core Universal USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

188% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 42

22% more funds holding

Funds holding: 200243 (+43)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

10% more capital invested

Capital invested by funds: $4.83B → $5.32B (+$484M)

0.17% more ownership

Funds ownership: 88.54%88.71% (+0.17%)

Holders
243
Holders Change
+43
Holders Change %
+21.5%
% of All Funds
4.3%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
59
Increased
121
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
51
Opes Wealth Management
California
$6.79M +$649K +11,944 +11%
Renaissance Technologies
52
Renaissance Technologies
New York
$6.75M +$5.52M +101,590 +460%
PAG
53
Private Advisor Group
New Jersey
$6.51M +$2.04M +37,577 +46%
CFD
54
Creative Financial Designs
Indiana
$6.4M +$1.44M +26,427 +29%
NFG
55
Next Financial Group
Texas
$6.33M +$9.89K +182 +0.2%
SLF
56
Sun Life Financial
Ontario, Canada
$6.1M +$6.06M +111,625 +60,338%
OMC
57
Old Mission Capital
Illinois
$5.96M +$4.95M +91,051 +504%
ONST
58
Old North State Trust
North Carolina
$5.91M -$6.7M -123,319 -53%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$5.64M -$2.23M -41,068 -28%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$5.19M +$940K +17,311 +22%
SF
61
Summit Financial
New Jersey
$5.02M +$113K +2,074 +2%
MWP
62
Madison Wealth Partners
Wisconsin
$4.99M +$4.97M +91,431 New
P
63
Palladiem
Pennsylvania
$4.81M +$4.79M +88,127 New
PRS
64
Pinkerton Retirement Specialists
Idaho
$4.75M +$343K +6,322 +8%
ARG
65
Advisory Resource Group
Oklahoma
$4.64M +$366K +6,742 +9%
LWM
66
Liberty Wealth Management
California
$4.46M +$4.48M +82,408 New
SL
67
SWMG LLC
Texas
$4.45M +$4.46M +82,097 New
WWM
68
Windsor Wealth Management
Indiana
$4.01M +$468K +8,615 +13%
Truist Financial
69
Truist Financial
North Carolina
$3.87M +$121K +2,234 +3%
F
70
F3Logic
Minnesota
$3.57M +$283K +5,201 +9%
PFM
71
Phillips Financial Management
Indiana
$3.5M +$221K +4,073 +7%
IFAM
72
Institutional & Family Asset Management
Colorado
$3.46M +$75.7K +1,393 +2%
LW
73
Linscomb Wealth
Texas
$3.37M +$693K +12,756 +26%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$3.32M +$142K +2,618 +5%
OBWG
75
Onyx Bridge Wealth Group
New York
$3.29M +$3.27M +60,271 New

IUSB Hedge Fund Activity: Q4 2020 in Review

243 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2020, worth a combined $5.32B — up 10% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IUSB positions and 13 closed out — a net gain of 46 holders — while 121 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $414M. The largest seller was Ameriprise, cutting an estimated $70.3M.

  • 243 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2020, up from 200 in Q3 2020.
  • Funds reported $5.32B of iShares Core Universal USD Bond ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 59 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2020 and 13 closed out, a net change of +46 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2020 was BlackRock, an estimated $414M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2020 was Ameriprise, an estimated $70.3M sold.

Based on aggregated 13F filings for Q4 2020.