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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
ASN
126
Advisory Services Network
Georgia
$4.74M +$1.01M +19,041 +27%
Truist Financial
127
Truist Financial
North Carolina
$4.58M -$1.95M -36,783 -30%
CAM
128
Concorde Asset Management
Michigan
$4.49M +$705K +13,273 +19%
C1AG
129
Client 1st Advisory Group
Florida
$4.44M +$4.41M +83,000 New
CCFM
130
Clear Creek Financial Management
Washington
$3.97M +$2.04M +38,395 +107%
ONST
131
Old North State Trust
North Carolina
$3.96M -$706K -13,287 -15%
LW
132
Linscomb Wealth
Texas
$3.94M +$293K +5,514 +8%
SCA
133
Snowden Capital Advisors
New York
$3.9M +$1.09M +20,552 +39%
RIA
134
Regal Investment Advisors
Michigan
$3.84M +$3.81M +71,743 New
PPP
135
Private Portfolio Partners
New Jersey
$3.82M +$638K +12,013 +20%
AA
136
Ancora Advisors
Ohio
$3.78M +$327K +6,162 +10%
PFM
137
Phillips Financial Management
Indiana
$3.78M +$213K +4,012 +6%
VWM
138
Venturi Wealth Management
Texas
$3.75M +$225K +4,244 +6%
CWS
139
Cypress Wealth Services
California
$3.61M -$1.85M -34,911 -34%
C
140
Clearshares
New York
$3.52M -$1.21M -22,707 -26%
TAIM
141
TD Ameritrade Investment Management
Nebraska
$3.43M +$1.04M +19,566 +44%
RFM
142
Royal Fund Management
Florida
$3.27M +$577K +10,867 +22%
AAS
143
Avantax Advisory Services
Texas
$3.08M +$1.66M +31,252 +118%
KPWG
144
KFA Private Wealth Group
Virginia
$3.05M +$119K +2,233 +4%
WA
145
Wealth Alliance
New York
$3.02M +$1.76M +33,064 +142%
WANY
146
Wealthspire Advisors (New York)
New York
$2.95M +$485K +9,122 +20%
CWA
147
Clearview Wealth Advisors
Oregon
$2.94M +$2.92M +54,981 New
TPWA
148
TRUE Private Wealth Advisors
Oregon
$2.87M +$1.36M +25,661 +91%
NFP
149
Novak Financial Planning
Maryland
$2.85M -$1.43K -27 -0.1%
ARG
150
Advisory Resource Group
Oklahoma
$2.83M -$683K -12,862 -20%

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.