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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
CFD
76
Creative Financial Designs
Indiana
$7.65M +$1.49M +27,731 +24%
WF
77
Williams Financial
Vermont
$7.6M +$7.72M +144,104 New
IWP
78
Insight Wealth Partners
Texas
$7.57M +$7.69M +143,555 New
SWM
79
Spire Wealth Management
Virginia
$7.54M +$7.64M +142,523 New
WA
80
Wilshire Advisors
California
$7.46M +$467K +8,718 +7%
EPP
81
ETF Portfolio Partners
Kansas
$7.45M +$677K +12,630 +10%
OWM
82
Opes Wealth Management
California
$7.42M +$867K +16,178 +13%
HIM
83
HawsGoodwin Investment Management
Tennessee
$7.33M +$7.44M +138,863 New
EH
84
Equitable Holdings
New York
$7.31M +$7.42M +138,506 New
SPIA
85
Steward Partners Investment Advisory
New York
$7.05M +$6.84M +127,582 +2,114%
FFA
86
Fragasso Financial Advisors
Pennsylvania
$6.86M +$293K +5,469 +4%
FCA
87
FLC Capital Advisors
California
$6.84M +$6.95M +129,644 New
FIA
88
Foundations Investment Advisors
Arizona
$6.64M +$6.74M +125,764 New
BCA
89
Biltmore Capital Advisors
New Jersey
$6.46M +$6.56M +122,437 New
Truist Financial
90
Truist Financial
North Carolina
$6.46M +$2.76M +51,569 +73%
CA
91
Corrado Advisors
New Jersey
$6.29M -$1.24M -23,108 -16%
MCIA
92
Mountain Capital Investment Advisors
Colorado
$6.19M +$6.25M +116,705 New
NL
93
NWAM LLC
Washington
$6.06M +$6.16M +114,888 New
BHWM
94
Bay Harbor Wealth Management
Maryland
$6.01M +$6.1M +113,916 New
P
95
Palladiem
Pennsylvania
$5.91M +$1.28M +23,948 +27%
SL
96
SWMG LLC
Texas
$5.76M +$1.46M +27,162 +33%
RA
97
RFG Advisory
Alabama
$5.49M +$5.58M +104,128 New
CWS
98
Cypress Wealth Services
California
$5.4M +$5.49M +102,366 New
IWC
99
Integrated Wealth Concepts
Massachusetts
$5.22M +$3.15M +58,720 +146%
DE
100
Day & Ennis
Georgia
$5.02M +$5.1M +95,171 New

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.