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iShares Core Universal USD Bond ETF
IUSB

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: 24 → 41 (+17)

43% more funds holding

Funds holding: 243 → 348 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.06B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$801M
3
Wells Fargo
Wells Fargo
California
+$493M
4
BlackRock
BlackRock
New York
+$415M
5
LPL Financial
LPL Financial
California
+$403M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24M
2
WC
Whitney & Co
New York
-$15M
3
SL
Systelligence LLC
Minnesota
-$7.14M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.75M
5
CCFM
Clear Creek Financial Management
Washington
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
126
Advisory Resource Group
Oklahoma
$3.46M -$1.03M -19,301 -23%
AA
127
Ancora Advisors
Ohio
$3.4M +$2.1M +39,279 +156%
CWMU
128
Caliber Wealth Management (Utah)
Utah
$3.31M +$179K +3,343 +6%
PPP
129
Private Portfolio Partners
New Jersey
$3.13M +$2.87M +53,611 +924%
KPWG
130
KFA Private Wealth Group
Virginia
$2.89M +$192K +3,581 +7%
MWM
131
Mattern Wealth Management
Kansas
$2.84M -$3.79M -70,650 -57%
NFP
132
Novak Financial Planning
Maryland
$2.81M +$138K +2,582 +5%
F
133
F3Logic
Minnesota
$2.77M -$684K -12,771 -20%
SCA
134
Snowden Capital Advisors
New York
$2.76M +$2.81M +52,401 New
CW
135
CreativeOne Wealth
Kansas
$2.67M +$2.71M +50,649 New
RFM
136
Royal Fund Management
Florida
$2.65M +$747K +13,948 +38%
PIMG
137
Patriot Investment Management Group
Tennessee
$2.61M +$1.63M +30,448 +160%
BA
138
Bellwether Advisors
Nebraska
$2.56M +$133K +2,490 +5%
TAIM
139
TD Ameritrade Investment Management
Nebraska
$2.43M – – –
WANY
140
Wealthspire Advisors (New York)
New York
$2.43M +$983K +18,335 +66%
VNA
141
Valley National Advisers
Pennsylvania
$2.4M +$386K +7,208 +19%
Comerica Bank
142
Comerica Bank
Texas
$2.24M -$173K -3,234 -7%
AWE
143
Avidian Wealth Enterprises
Texas
$2.23M +$1.23M +23,044 +120%
SI
144
Stephens Inc
Arkansas
$2.22M +$180K +3,358 +9%
EWF
145
Epstein & White Financial
California
$2.15M +$20.8K +388 +1%
WIA
146
World Investment Advisors
California
$2.15M +$1.66M +30,931 +321%
VC
147
Veracity Capital
Georgia
$2.14M +$2.18M +40,610 New
BWA
148
BlueSky Wealth Advisors
North Carolina
$2.1M – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$2.09M +$2.12M +39,559 New
CG
150
CFO4Life Group
Texas
$2.04M +$486K +9,076 +31%
4 5
6
7 8

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.