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iShares Core Universal USD Bond ETF

348 hedge funds and large institutions have $11.3B invested in iShares Core Universal USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 17

161% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 54

113% more capital invested

Capital invested by funds: $5.32B → $11.3B (+$6.02B)

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

43% more funds holding

Funds holding: 243348 (+105)

4.65% more ownership

Funds ownership: 88.71%93.37% (+4.7%)

Holders
348
Holders Change
+105
Holders Change %
+43.21%
% of All Funds
6.11%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
0.72%
New
125
Increased
141
Reduced
54
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$13.9M +$14M +262,043 +20,157%
BCM
52
Brookstone Capital Management
Illinois
$13.8M +$14M +261,600 New
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$13.6M +$345K +6,444 +3%
MFGM
54
Marshall Financial Group (Maryland)
Maryland
$12.8M +$430K +8,021 +3%
RWRC
55
R.W. Roge & Company
New York
$12.5M +$3.69M +68,832 +41%
IWP
56
Icon Wealth Partners
Texas
$12.3M +$12.5M +233,939 New
SAMC
57
Spectrum Asset Management (California)
California
$12M +$12.2M +227,463 New
LWA
58
Lineweaver Wealth Advisors
Ohio
$12M +$12.2M +227,372 New
VWA
59
Visionary Wealth Advisors
Illinois
$11.9M -$434K -8,105 -3%
BRWA
60
B. Riley Wealth Advisors
Florida
$11.6M +$11.8M +220,100 New
EVM
61
Eaton Vance Management
Massachusetts
$11.5M +$1.02M +19,042 +10%
VC
62
Vicus Capital
Pennsylvania
$11.4M -$1.71M -31,898 -13%
OAP
63
One Advisory Partners
Kansas
$10.7M +$10.9M +203,090 New
Prudential Financial
64
Prudential Financial
New Jersey
$10.7M +$10.3M +192,923 +2,071%
AP
65
Agilis Partners
Massachusetts
$10.4M +$190K +3,542 +2%
SMG
66
Spectrum Management Group
Indiana
$9.7M +$9.44M +176,115 +2,270%
CP
67
Capital Planning
Washington
$9.55M +$221K +4,118 +2%
UR
68
USCA RIA
Texas
$9.49M +$1.26M +23,587 +15%
WP
69
WealthShield Partners
North Carolina
$9.4M +$9.22M +172,131 +2,804%
NFG
70
Next Financial Group
Texas
$9.2M +$3.12M +58,264 +50%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$9.1M -$24M -448,010 -72%
PFA
72
Pettinga Financial Advisors
Indiana
$8.88M +$9.03M +168,416 New
OMC
73
Old Mission Capital
Illinois
$7.88M +$2.16M +40,298 +37%
PAG
74
Private Advisor Group
New Jersey
$7.81M +$1.54M +28,793 +24%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$7.69M +$4.55M +84,964 +140%

IUSB Hedge Fund Activity: Q1 2021 in Review

348 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2021, worth a combined $11.3B — up 113% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new IUSB positions and 17 closed out — a net gain of 108 holders — while 141 added to existing stakes and 54 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.06B. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $24M.

  • 348 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2021, up from 243 in Q4 2020.
  • Funds reported $11.3B of iShares Core Universal USD Bond ETF stock for Q1 2021, up 113% quarter-over-quarter.
  • 125 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2021 and 17 closed out, a net change of +108 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $2.06B added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2021 was Qube Research & Technologies (QRT), an estimated $24M sold.

Based on aggregated 13F filings for Q1 2021.