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iShares Core Universal USD Bond ETF

380 hedge funds and large institutions have $13.6B invested in iShares Core Universal USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 65

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $11.3B → $13.6B (+$2.29B)

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more funds holding

Funds holding: 348380 (+32)

0.73% more ownership

Funds ownership: 93.37%94.1% (+0.73%)

Holders
380
Holders Change
+32
Holders Change %
+9.2%
% of All Funds
6.61%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
61
Increased
215
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
51
Onyx Bridge Wealth Group
New York
$21.3M +$676K +12,725 +3%
PFG
52
PAX Financial Group
Texas
$21.2M +$3.56M +66,956 +20%
CFGS
53
Concourse Financial Group Securities
Alabama
$19.6M +$5.43M +102,285 +39%
RFC
54
Regions Financial Corp
Alabama
$19.5M -$1.13M -21,309 -6%
CS
55
Comerica Securities
Michigan
$19.3M +$4.39M +82,730 +30%
KCM
56
Karp Capital Management
California
$18.7M -$33.1K -624 -0.2%
WP
57
WealthShield Partners
North Carolina
$18.2M +$8.61M +162,061 +91%
IWP
58
Icon Wealth Partners
Texas
$16.6M +$4.04M +76,144 +33%
BCM
59
Brookstone Capital Management
Illinois
$16.2M +$2.18M +41,040 +16%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$15.4M +$7.58M +142,606 +98%
SHIM
61
Stone House Investment Management
Pennsylvania
$15.4M +$15.3M +288,237 New
VWA
62
Visionary Wealth Advisors
Illinois
$15.4M +$3.28M +61,696 +27%
HPC
63
Hobart Private Capital
North Carolina
$15M +$98.5K +1,855 +0.7%
Prudential Financial
64
Prudential Financial
New Jersey
$14.8M +$3.96M +74,586 +37%
BRWA
65
B. Riley Wealth Advisors
Florida
$14.6M +$2.78M +52,333 +24%
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$13.8M +$797K +15,005 +6%
RWRC
67
R.W. Roge & Company
New York
$13.5M +$867K +16,329 +7%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$13.3M +$8.62M +162,253 +189%
HighTower Advisors
69
HighTower Advisors
Illinois
$13.2M +$8.75M +164,680 +198%
SAMC
70
Spectrum Asset Management (California)
California
$13.2M +$983K +18,508 +8%
OAP
71
One Advisory Partners
Kansas
$12.1M +$1.26M +23,793 +12%
EVM
72
Eaton Vance Management
Massachusetts
$12.1M +$498K +9,373 +4%
MA
73
Mutual Advisors
Nebraska
$11.9M +$11.9M +223,230 New
LWA
74
Lineweaver Wealth Advisors
Ohio
$11.6M -$553K -10,410 -5%
SWM
75
Spire Wealth Management
Virginia
$11.4M +$3.8M +71,537 +50%

IUSB Hedge Fund Activity: Q2 2021 in Review

380 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2021, worth a combined $13.6B — up 20% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IUSB positions and 27 closed out — a net gain of 34 holders — while 215 added to existing stakes and 65 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $585M. The largest seller was Ameriprise, cutting an estimated $31.7M.

  • 380 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2021, up from 348 in Q1 2021.
  • Funds reported $13.6B of iShares Core Universal USD Bond ETF stock for Q2 2021, up 20% quarter-over-quarter.
  • 61 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2021 and 27 closed out, a net change of +34 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $585M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2021 was Ameriprise, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2021.