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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
NFG
76
Next Financial Group
Texas
$13M +$3.66M +69,112 +39%
KCM
77
Karp Capital Management
California
$12.7M -$829K -15,635 -6%
BCM
78
Brookstone Capital Management
Illinois
$12.5M -$8.03M -151,407 -39%
WF
79
Williams Financial
Vermont
$12.4M +$1.34M +25,196 +12%
EH
80
Equitable Holdings
New York
$12.4M +$2.23M +42,079 +22%
AWE
81
Avidian Wealth Enterprises
Texas
$12M +$2.08M +39,174 +21%
FIA
82
Foundations Investment Advisors
Arizona
$11.8M -$341K -6,429 -3%
AF
83
Allworth Financial
California
$11.3M +$8.43M +158,996 +293%
KFSC
84
Keystone Financial Services (Colorado)
Colorado
$11.1M +$11.1M +209,635 New
MIS
85
Morningstar Investment Services
Illinois
$11.1M +$6.11M +115,307 +122%
FCA
86
FLC Capital Advisors
California
$11M +$318K +5,991 +3%
FFA
87
Fragasso Financial Advisors
Pennsylvania
$11M +$3.77M +71,144 +52%
SSWM
88
Smith Salley Wealth Management
North Carolina
$10.9M +$1.36M +25,679 +14%
SWA
89
Stratos Wealth Advisors
Ohio
$10.4M +$3.21M +60,490 +45%
SMG
90
Spectrum Management Group
Indiana
$10.3M -$271K -5,102 -3%
OWM
91
Opes Wealth Management
California
$9.98M +$960K +18,110 +11%
DE
92
Day & Ennis
Georgia
$9.77M +$1.45M +27,397 +17%
PAG
93
Private Advisor Group
New Jersey
$9.73M -$6.02M -113,484 -38%
SFO
94
Stokes Family Office
Louisiana
$9.69M +$1.04M +19,577 +12%
IWP
95
Insight Wealth Partners
Texas
$9.64M +$69.1K +1,303 +0.7%
AP
96
Agilis Partners
Massachusetts
$9.59M -$125K -2,365 -1%
Truist Financial
97
Truist Financial
North Carolina
$9.31M +$3.05M +57,448 +48%
NL
98
NWAM LLC
Washington
$9.14M +$1.11M +21,003 +14%
RA
99
RFG Advisory
Alabama
$8.71M -$2.25M -42,519 -21%
BFA
100
BMS Financial Advisors
South Dakota
$8.51M +$8.52M +160,759 New

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.