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iShares Core Universal USD Bond ETF

720 hedge funds and large institutions have $32B invested in iShares Core Universal USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 243 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 60

14% more funds holding in top 10

Funds holding in top 10: 116132 (+16)

9% more funds holding

Funds holding: 663720 (+57)

0.51% more ownership

Funds ownership: 100.4%100.9% (+0.51%)

4% less capital invested

Capital invested by funds: $33.3B → $32B (-$1.33B)

17% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 293

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
9.48%
Holding in Top 10
132
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.79%
% of All Funds
1.74%
New
132
Increased
243
Reduced
293
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
126
Firestone Capital Management
Florida
$16.4M -$1.16M -25,306 -7%
WWG
127
West Wealth Group
California
$16.2M +$617K +13,439 +4%
5W
128
5T Wealth
California
$16M +$16.3M +354,141 New
KW
129
KWB Wealth
California
$15.6M +$5.2M +113,195 +52%
MA
130
Mutual Advisors
Nebraska
$15.5M +$3.11M +67,807 +25%
OWM
131
Opes Wealth Management
California
$15.3M +$255K +5,557 +2%
HPM
132
Hoxton Planning & Management
West Virginia
$15.2M -$1.63M -35,522 -10%
BRWA
133
B. Riley Wealth Advisors
Florida
$14.9M -$21.5M -467,476 -59%
SWA
134
Stratos Wealth Advisors
Ohio
$14.5M -$686K -14,936 -4%
PAG
135
Private Advisor Group
New Jersey
$14.2M +$1.73M +37,620 +14%
SF
136
SWP Financial
California
$14.1M +$5.56M +121,095 +63%
TVAMP
137
Tennessee Valley Asset Management Partners
Tennessee
$14.1M -$475K -10,354 -3%
WP
138
WealthShield Partners
North Carolina
$14.1M -$733K -15,975 -5%
LWM
139
Liberty Wealth Management
California
$13.9M -$851K -18,542 -6%
FRA
140
FFG Retirement Advisors
Colorado
$13.9M +$1.92M +41,860 +16%
Comerica Bank
141
Comerica Bank
Texas
$13.6M +$3.71M +80,856 +37%
AR
142
Apeiron RIA
Texas
$13.5M -$2.96M -64,493 -18%
FPCG
143
Forum Private Client Group
Indiana
$13.1M +$608K +13,247 +5%
ONST
144
Old North State Trust
North Carolina
$12.9M +$12.1M +264,503 +1,279%
SL
145
Sentinus LLC
Illinois
$12.8M +$12.5M +272,139 +2,467%
WA
146
Waverly Advisors
Alabama
$12.8M +$12.6M +275,533 +3,758%
CA
147
Claro Advisors
Massachusetts
$12.7M -$2.52M -54,840 -16%
PA
148
PFG Advisors
Arizona
$12.6M +$184K +4,012 +1%
GRP
149
Global Retirement Partners
California
$12.5M +$2.74M +59,618 +28%
TWM
150
TSA Wealth Management
Texas
$12M -$88.7K -1,933 -0.7%

IUSB Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2024, worth a combined $32B — down 4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IUSB positions and 60 closed out — a net gain of 72 holders — while 243 added to existing stakes and 293 trimmed.

The largest buyer was BlackRock, adding an estimated $310M. The largest seller was Envestnet Asset Management, cutting an estimated $821M.

  • 720 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2024, up from 663 in Q3 2024.
  • Funds reported $32B of iShares Core Universal USD Bond ETF stock for Q4 2024, down 4% quarter-over-quarter.
  • 132 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2024 and 60 closed out, a net change of +72 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $310M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2024.