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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
RFC
51
Regions Financial Corp
Alabama
$19.6M -$938K -17,701 -5%
RWRC
52
R.W. Roge & Company
New York
$18.9M +$5.07M +95,694 +36%
SAMC
53
Spectrum Asset Management (California)
California
$18.9M +$1.24M +23,467 +7%
WANY
54
Wealthspire Advisors (New York)
New York
$18.5M +$15.4M +290,032 +490%
IWP
55
Icon Wealth Partners
Texas
$18.1M +$2.32M +43,688 +15%
BRWA
56
B. Riley Wealth Advisors
Florida
$17.8M +$1.34M +25,190 +8%
Prudential Financial
57
Prudential Financial
New Jersey
$16.4M +$332K +6,262 +2%
SHIM
58
Stone House Investment Management
Pennsylvania
$16.4M +$1.12M +21,114 +7%
CIAS
59
CFS Investment Advisory Services
New Jersey
$16.3M +$10.1M +189,862 +153%
LWA
60
Lineweaver Wealth Advisors
Ohio
$16.1M +$4.02M +75,860 +33%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$15.6M +$435K +8,210 +3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$15.2M +$1.4M +26,381 +10%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$15.1M +$3.3M +62,238 +28%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$15.1M +$5.54M +104,478 +58%
HighTower Advisors
65
HighTower Advisors
Illinois
$14.3M +$121K +2,290 +0.9%
OAP
66
One Advisory Partners
Kansas
$14M +$1.48M +27,917 +12%
EVM
67
Eaton Vance Management
Massachusetts
$13.9M -$656K -12,374 -4%
HGWM
68
Horst & Graben Wealth Management
Oregon
$13.8M +$7.06M +133,165 +104%
SWM
69
Spire Wealth Management
Virginia
$13.7M +$1.12M +21,053 +9%
MA
70
Mutual Advisors
Nebraska
$13.5M +$1.65M +31,083 +14%
VWA
71
Visionary Wealth Advisors
Illinois
$13.4M -$975K -18,388 -7%
WWG
72
West Wealth Group
California
$13.3M +$13.4M +252,128 New
BHWM
73
Bay Harbor Wealth Management
Maryland
$13.3M +$3.82M +71,999 +38%
OLVIG
74
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3M +$13.3M +250,450 New
T
75
TNF
Montana
$13.2M +$227K +4,282 +2%

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.