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iShares Core Universal USD Bond ETF
IUSB

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: 200 → 243 (+43)

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$414M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.5M
3
UBS Group
UBS Group
Switzerland
+$14.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$13.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$70.3M
2
Jane Street
Jane Street
New York
-$42.5M
3
Morgan Stanley
Morgan Stanley
New York
-$21.2M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$18.1M
5
ST
Spinnaker Trust
Maine
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
76
Caliber Wealth Management (Utah)
Utah
$3.24M +$3.23M +59,381 New
AI
77
Atria Investments
North Carolina
$3.14M +$3.13M +57,532 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$2.91M +$1.03M +18,879 +55%
KPWG
79
KFA Private Wealth Group
Virginia
$2.79M +$95.1K +1,750 +4%
NFP
80
Novak Financial Planning
Maryland
$2.77M +$2.75M +50,670 New
SWM
81
SVA Wealth Management
Wisconsin
$2.7M +$52.4K +964 +2%
BA
82
Bellwether Advisors
Nebraska
$2.51M +$2.5M +45,981 New
Comerica Bank
83
Comerica Bank
Texas
$2.46M +$179K +3,292 +8%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$2.43M +$338K +6,218 +16%
IWC
85
Integrated Wealth Concepts
Massachusetts
$2.2M -$18.1M -332,448 -89%
IAN
86
Integrated Advisors Network
Texas
$2.2M -$32.1K -591 -1%
EWF
87
Epstein & White Financial
California
$2.2M -$226K -4,158 -9%
BWA
88
BlueSky Wealth Advisors
North Carolina
$2.17M – – –
SI
89
Stephens Inc
Arkansas
$2.11M -$130K -2,390 -6%
VNA
90
Valley National Advisers
Pennsylvania
$2.1M +$2.09M +38,391 New
MML Investors Services
91
MML Investors Services
Massachusetts
$2.01M +$323K +5,945 +19%
1WM
92
1900 Wealth Management
Texas
$2M +$1.99M +36,688 New
RFM
93
Royal Fund Management
Florida
$1.98M +$874K +16,082 +79%
KAS
94
Kestra Advisory Services
Texas
$1.89M +$1.2M +22,034 +175%
TGAM
95
TBH Global Asset Management
Tennessee
$1.88M -$98.9K -1,821 -5%
CWM
96
Cahaba Wealth Management
Georgia
$1.65M +$8.31K +153 +0.5%
GM
97
GeoWealth Management
Illinois
$1.61M +$69K +1,271 +4%
CG
98
CFO4Life Group
Texas
$1.61M +$215K +3,952 +15%
JWCA
99
J.W. Cole Advisors
Florida
$1.6M +$633K +11,657 +66%
PJSIMP
100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.55M -$913K -16,800 -37%
2 3
4
5 6

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.