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iShares Core Universal USD Bond ETF

243 hedge funds and large institutions have $5.32B invested in iShares Core Universal USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

188% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 42

22% more funds holding

Funds holding: 200243 (+43)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

10% more capital invested

Capital invested by funds: $4.83B → $5.32B (+$484M)

0.17% more ownership

Funds ownership: 88.54%88.71% (+0.17%)

Holders
243
Holders Change
+43
Holders Change %
+21.5%
% of All Funds
4.3%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
59
Increased
121
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Dynamic Advisor Solutions
Arizona
$562K +$41.9K +771 +8%
WIA
152
World Investment Advisors
California
$520K +$524K +9,640 New
Prudential Financial
153
Prudential Financial
New Jersey
$508K +$216K +3,981 +75%
LIM
154
Leavell Investment Management
Alabama
$504K +$160K +2,940 +47%
CA
155
Continuum Advisory
Idaho
$475K +$42.9K +790 +10%
JIP
156
Jaffetilchin Investment Partners
Florida
$473K +$4.35K +80 +0.9%
RCAG
157
Rehmann Capital Advisory Group
Michigan
$471K +$27.1K +499 +6%
SIS
158
Sound Income Strategies
Florida
$464K +$461K +8,492 New
PWP
159
Personal Wealth Partners
Minnesota
$447K +$50.7K +934 +13%
WWM
160
WJ Wealth Management
Arizona
$443K +$441K +8,125 New
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$442K +$440K +8,098 New
SMG
162
Spectrum Management Group
Indiana
$423K -$22.3K -410 -5%
SAM
163
Strategy Asset Managers
California
$413K -$67.3K -1,239 -14%
BWA
164
Burt Wealth Advisors
Maryland
$413K +$3.97K +73 +1%
WA
165
Waverly Advisors
Alabama
$402K +$1.03K +19 +0.3%
PFS
166
Prospera Financial Services
Texas
$394K +$392K +7,221 New
TFO
167
Tarbox Family Office
California
$382K +$83.1K +1,530 +28%
Citigroup
168
Citigroup
New York
$369K +$75K +1,380 +26%
PCMC
169
Private Capital Management (Colorado)
Colorado
$351K +$350K +6,439 New
EFL
170
ERn Financial LLC
Wisconsin
$348K +$63.8K +1,175 +23%
WP
171
WealthShield Partners
North Carolina
$335K +$11.1K +205 +3%
SC
172
Savant Capital
Illinois
$334K +$3.1K +57 +0.9%
CS
173
Comerica Securities
Michigan
$329K -$9.24K -170 -3%
SPIA
174
Steward Partners Investment Advisory
New York
$329K +$3.53K +65 +1%
WPWM
175
Windward Private Wealth Management
Kansas
$322K +$321K +5,903 New

IUSB Hedge Fund Activity: Q4 2020 in Review

243 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2020, worth a combined $5.32B — up 10% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IUSB positions and 13 closed out — a net gain of 46 holders — while 121 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $414M. The largest seller was Ameriprise, cutting an estimated $70.3M.

  • 243 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2020, up from 200 in Q3 2020.
  • Funds reported $5.32B of iShares Core Universal USD Bond ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 59 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2020 and 13 closed out, a net change of +46 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2020 was BlackRock, an estimated $414M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2020 was Ameriprise, an estimated $70.3M sold.

Based on aggregated 13F filings for Q4 2020.