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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
WF
76
Williams Financial
Vermont
$11.2M +$3.44M +64,692 +45%
SMG
77
Spectrum Management Group
Indiana
$10.7M +$836K +15,729 +9%
CC
78
Corsicana & Co
Texas
$10.3M +$10.2M +192,790 New
FIA
79
Foundations Investment Advisors
Arizona
$9.91M +$3.13M +58,913 +47%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$9.82M +$4.74M +89,286 +95%
FCA
81
FLC Capital Advisors
California
$9.78M +$2.83M +53,259 +41%
PAG
82
Private Advisor Group
New Jersey
$9.77M +$1.83M +34,541 +23%
AP
83
Agilis Partners
Massachusetts
$9.67M -$895K -16,842 -9%
EH
84
Equitable Holdings
New York
$9.55M +$2.13M +40,042 +29%
EPP
85
ETF Portfolio Partners
Kansas
$9.29M +$1.72M +32,459 +23%
PFA
86
Pettinga Financial Advisors
Indiana
$8.77M -$235K -4,422 -3%
BHWM
87
Bay Harbor Wealth Management
Maryland
$8.65M +$2.54M +47,891 +42%
NFG
88
Next Financial Group
Texas
$8.47M -$850K -16,004 -9%
CFG
89
Cooper Financial Group
California
$8.38M +$7.18M +135,123 +624%
SPIA
90
Steward Partners Investment Advisory
New York
$8.25M +$1.09M +20,555 +15%
SFO
91
Stokes Family Office
Louisiana
$8.11M +$3.14M +59,134 +64%
DE
92
Day & Ennis
Georgia
$8.02M +$2.91M +54,731 +58%
BWP
93
Bernardo Wealth Planning
Pennsylvania
$7.93M +$7.64M +143,842 +3,273%
OWM
94
Opes Wealth Management
California
$7.79M +$261K +4,916 +3%
SLF
95
Sun Life Financial
Ontario, Canada
$7.77M +$3.52M +66,310 +84%
NL
96
NWAM LLC
Washington
$7.76M +$1.6M +30,159 +26%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$7.62M +$2.88M +54,268 +62%
IWP
98
Insight Wealth Partners
Texas
$7.49M -$190K -3,582 -2%
MCIA
99
Mountain Capital Investment Advisors
Colorado
$7.49M +$1.19M +22,482 +19%
BCA
100
Biltmore Capital Advisors
New Jersey
$7.32M +$766K +14,417 +12%

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.