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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
MWP
101
Madison Wealth Partners
Wisconsin
$4.99M
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$4.98M -$43.4K -809 -0.9%
SF
103
Summit Financial
New Jersey
$4.97M +$122K +2,277 +2%
PRS
104
Pinkerton Retirement Specialists
Idaho
$4.96M +$372K +6,938 +8%
SFO
105
Stokes Family Office
Louisiana
$4.88M +$4.96M +92,505 New
WWM
106
Windsor Wealth Management
Indiana
$4.78M +$918K +17,126 +23%
C
107
Clearshares
New York
$4.67M +$4.74M +88,518 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$4.65M -$812K -15,148 -15%
ONST
109
Old North State Trust
North Carolina
$4.6M -$1.13M -21,084 -19%
TWM
110
Tradition Wealth Management
Minnesota
$4.59M +$4.67M +87,080 New
I
111
INVST
Indiana
$4.58M +$4.62M +86,299 New
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$4.52M +$3.93M +73,264 +591%
LWM
113
Liberty Wealth Management
California
$4.46M
HighTower Advisors
114
HighTower Advisors
Illinois
$4.36M +$4.45M +83,007 New
SLF
115
Sun Life Financial
Ontario, Canada
$4.17M -$1.76M -32,791 -29%
SXL
116
Summit X LLC
Missouri
$4.06M +$4.13M +77,159 New
TF
117
Trek Financial
Arizona
$3.98M +$4.05M +75,515 New
PWM
118
Perigon Wealth Management
California
$3.93M +$4M +74,552 New
CAM
119
Concorde Asset Management
Michigan
$3.73M +$3.79M +70,680 New
CA
120
Cetera Advisors
Colorado
$3.71M +$3.04M +56,820 +420%
ASN
121
Advisory Services Network
Georgia
$3.67M +$2.53M +47,244 +212%
TPA
122
Trivium Point Advisory
Connecticut
$3.62M +$2.16M +40,252 +142%
LW
123
Linscomb Wealth
Texas
$3.59M +$338K +6,305 +10%
PFM
124
Phillips Financial Management
Indiana
$3.51M +$129K +2,416 +4%
VWM
125
Venturi Wealth Management
Texas
$3.47M +$3.53M +65,787 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.