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iShares Core Universal USD Bond ETF

720 hedge funds and large institutions have $32B invested in iShares Core Universal USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 243 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 60

14% more funds holding in top 10

Funds holding in top 10: 116132 (+16)

9% more funds holding

Funds holding: 663720 (+57)

0.51% more ownership

Funds ownership: 100.4%100.9% (+0.51%)

4% less capital invested

Capital invested by funds: $33.3B → $32B (-$1.33B)

17% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 293

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
9.48%
Holding in Top 10
132
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.79%
% of All Funds
1.74%
New
132
Increased
243
Reduced
293
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAP
76
One Advisory Partners
Kansas
$31.8M -$4.28M -93,310 -12%
GCM
77
G2 Capital Management
Ohio
$31.4M +$174K +3,783 +0.5%
GSIS
78
Global Strategic Investment Solutions
Arizona
$31.4M +$10.7M +233,872 +51%
KAS
79
Kestra Advisory Services
Texas
$30.9M -$1.96M -42,717 -6%
SB
80
Strategic Blueprint
Georgia
$30.7M -$4.24M -92,310 -12%
KFSC
81
Keystone Financial Services (Colorado)
Colorado
$30.3M +$261K +5,690 +0.9%
SFO
82
Stokes Family Office
Louisiana
$30.2M -$4.63M -100,855 -13%
PFG
83
PAX Financial Group
Texas
$29.7M -$2.4M -52,381 -7%
SAI
84
Savvy Advisors Inc
New York
$28.9M +$7.76M +169,004 +36%
CFGS
85
Concourse Financial Group Securities
Alabama
$28.8M -$2.54M -55,347 -8%
MWM
86
Modern Wealth Management
Kansas
$28.3M +$25.5M +554,494 +777%
IA
87
Integrity Alliance
Iowa
$27.8M +$28.2M +614,736 New
TF
88
Trek Financial
Arizona
$27.7M -$1.44M -31,282 -5%
P
89
&Partners
Tennessee
$27.6M +$10.8M +235,403 +63%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$27.1M +$25.1M +547,751 +1,056%
MMA
91
Miracle Mile Advisors
California
$27.1M +$3.34M +72,726 +14%
OC
92
Oarsman Capital
Wisconsin
$26.4M +$3.72M +81,067 +16%
BCM
93
Brookstone Capital Management
Illinois
$26.3M -$7.16M -156,056 -21%
BCI
94
Brinker Capital Investments
Pennsylvania
$26.1M -$11.4M -248,533 -30%
OPS
95
Orion Portfolio Solutions
Nebraska
$26.1M -$11.4M -248,533 -30%
EWP
96
Elevation Wealth Partners
California
$25.7M +$912K +19,871 +4%
DPI
97
Diversified Portfolios Inc
Michigan
$25.3M -$6.53M -142,230 -20%
AWM
98
AE Wealth Management
Kansas
$25.2M -$3.74M -81,476 -13%
Legacy Financial Group (Iowa)
99
Legacy Financial Group (Iowa)
Iowa
$25M -$2.05M -44,658 -7%
BHWM
100
Bay Harbor Wealth Management
Maryland
$24.8M -$2M -43,596 -7%

IUSB Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2024, worth a combined $32B — down 4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IUSB positions and 60 closed out — a net gain of 72 holders — while 243 added to existing stakes and 293 trimmed.

The largest buyer was BlackRock, adding an estimated $310M. The largest seller was Envestnet Asset Management, cutting an estimated $821M.

  • 720 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2024, up from 663 in Q3 2024.
  • Funds reported $32B of iShares Core Universal USD Bond ETF stock for Q4 2024, down 4% quarter-over-quarter.
  • 132 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2024 and 60 closed out, a net change of +72 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $310M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2024.