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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$5.68M +$800K +15,083 +16%
AAS
127
Avantax Advisory Services
Texas
$5.66M +$1.11M +20,889 +24%
TF
128
Trek Financial
Arizona
$5.59M +$44.6K +841 +0.8%
APW
129
Austin Private Wealth
Texas
$5.56M +$2.4M +45,305 +76%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$5.56M +$5.57M +105,003 New
AR
131
Apeiron RIA
Texas
$5.53M +$5.54M +104,433 New
WA
132
Wealthstar Advisors
Texas
$5.45M +$106 +2 +0%
WWM
133
Windsor Wealth Management
Indiana
$5.44M +$347K +6,544 +7%
SWM
134
Scissortail Wealth Management
Oklahoma
$5.34M +$5.35M +100,838 New
P
135
Palladiem
Pennsylvania
$5.31M -$45K -849 -0.8%
WA
136
Wealth Alliance
New York
$5.3M +$472K +8,902 +10%
PFA
137
Pettinga Financial Advisors
Indiana
$5.23M -$260K -4,899 -5%
SXL
138
Summit X LLC
Missouri
$5.18M +$230K +4,330 +5%
ASN
139
Advisory Services Network
Georgia
$4.9M +$430K +8,119 +10%
RIA
140
Regal Investment Advisors
Michigan
$4.81M +$827K +15,606 +21%
CAM
141
Concorde Asset Management
Michigan
$4.71M +$108K +2,034 +2%
CAN
142
Cetera Advisor Networks
California
$4.71M +$1.5M +28,258 +47%
CWA
143
Clearview Wealth Advisors
Oregon
$4.65M +$1.61M +30,312 +53%
WMS
144
Wealth Management Solutions
Pennsylvania
$4.6M +$4.61M +86,940 New
1WM
145
1900 Wealth Management
Texas
$4.6M +$1.88M +35,399 +69%
SL
146
SWMG LLC
Texas
$4.6M +$129K +2,429 +3%
CWG
147
Crown Wealth Group
North Carolina
$4.51M +$4.52M +85,165 New
PPP
148
Private Portfolio Partners
New Jersey
$4.43M +$180K +3,387 +4%
OPS
149
Orion Portfolio Solutions
Nebraska
$4.41M +$732K +13,809 +20%
RFM
150
Royal Fund Management
Florida
$4.4M +$597K +11,263 +16%

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.