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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
BA
101
Bivin & Associates
Oklahoma
$8.38M +$8.39M +158,321 New
BWP
102
Bernardo Wealth Planning
Pennsylvania
$8.3M +$453K +8,542 +6%
T
103
TCWP
Ohio
$8.04M +$8.06M +151,970 New
SPIA
104
Steward Partners Investment Advisory
New York
$7.98M +$50.4K +950 +0.6%
C1AG
105
Client 1st Advisory Group
Florida
$7.69M +$1.35M +25,525 +21%
EPP
106
ETF Portfolio Partners
Kansas
$7.68M +$259K +4,882 +3%
PWM
107
Perigon Wealth Management
California
$7.52M +$202K +3,807 +3%
IWC
108
Integrated Wealth Concepts
Massachusetts
$7.51M +$1.66M +31,392 +28%
SFS
109
Security Financial Services
Indiana
$7.45M +$7.46M +140,713 New
WP
110
WealthShield Partners
North Carolina
$7.45M +$1.17M +22,049 +19%
PAMG
111
Patton Albertson Miller Group
Tennessee
$7.35M +$7.36M +138,885 New
I
112
INVST
Indiana
$7.2M +$2.05M +38,679 +37%
OWA
113
One Wealth Advisors
California
$7.15M +$3.99M +75,181 +126%
F
114
F3Logic
Minnesota
$6.68M +$338K +6,375 +5%
CP
115
Capital Planning
Washington
$6.67M -$28.2K -531 -0.4%
CC
116
Corsicana & Co
Texas
$6.62M -$2.51M -47,349 -27%
CWS
117
Cypress Wealth Services
California
$6.39M +$1.1M +20,797 +21%
VFM
118
Vivid Financial Management
California
$6.3M +$1.15M +21,756 +22%
HIM
119
HawsGoodwin Investment Management
Tennessee
$6.25M -$1.15M -21,664 -15%
TWM
120
Tradition Wealth Management
Minnesota
$6.05M +$60.6K +1,143 +1%
BCA
121
Biltmore Capital Advisors
New Jersey
$6.05M -$640K -12,071 -10%
LPP
122
Life Planning Partners
Florida
$5.99M +$5.97M +112,510 New
SF
123
Summit Financial
New Jersey
$5.98M +$117K +2,200 +2%
KWS
124
Keystone Wealth Services
California
$5.97M +$5.98M +112,839 New
CA
125
Cetera Advisors
Colorado
$5.89M +$174K +3,275 +3%

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.