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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
SSWM
101
Smith Salley Wealth Management
North Carolina
$7.16M +$5.25M +98,812 +282%
FFA
102
Fragasso Financial Advisors
Pennsylvania
$7.14M +$181K +3,406 +3%
RA
103
RFG Advisory
Alabama
$7.06M +$1.48M +27,907 +27%
HIM
104
HawsGoodwin Investment Management
Tennessee
$7.01M -$412K -7,750 -6%
LWM
105
Liberty Wealth Management
California
$6.89M +$2.47M +46,470 +56%
CP
106
Capital Planning
Washington
$6.63M -$3.04M -57,263 -32%
AWE
107
Avidian Wealth Enterprises
Texas
$6.37M +$4.08M +76,853 +182%
F
108
F3Logic
Minnesota
$6.21M +$3.37M +63,453 +121%
TWM
109
Tradition Wealth Management
Minnesota
$6.14M +$1.47M +27,747 +32%
SWA
110
Stratos Wealth Advisors
Ohio
$5.96M +$4.83M +91,021 +446%
PWM
111
Perigon Wealth Management
California
$5.94M +$1.94M +36,560 +49%
SF
112
Summit Financial
New Jersey
$5.83M +$791K +14,886 +16%
IWC
113
Integrated Wealth Concepts
Massachusetts
$5.78M +$479K +9,018 +9%
TF
114
Trek Financial
Arizona
$5.62M +$1.57M +29,480 +39%
WA
115
Wealthstar Advisors
Texas
$5.56M +$5.52M +104,011 New
SL
116
SWMG LLC
Texas
$5.41M -$429K -8,079 -7%
P
117
Palladiem
Pennsylvania
$5.39M -$598K -11,259 -10%
HGWM
118
Horst & Graben Wealth Management
Oregon
$5.38M +$5.34M +100,508 New
I
119
INVST
Indiana
$5.33M +$685K +12,900 +15%
CA
120
Corrado Advisors
New Jersey
$5.1M -$1.28M -24,016 -20%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$5.09M +$2.95M +55,544 +140%
WWM
122
Windsor Wealth Management
Indiana
$4.96M +$113K +2,121 +2%
CA
123
Cetera Advisors
Colorado
$4.89M +$1.12M +21,095 +30%
SXL
124
Summit X LLC
Missouri
$4.77M +$643K +12,108 +16%
CAN
125
Cetera Advisor Networks
California
$4.75M -$12.6M -237,815 -73%

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.