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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
MYIA
151
Mount Yale Investment Advisors
Colorado
$2.03M +$2.06M +38,445 New
IFAM
152
Institutional & Family Asset Management
Colorado
$1.92M -$1.45M -27,077 -43%
CCFM
153
Clear Creek Financial Management
Washington
$1.89M -$5.15M -96,074 -73%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$1.85M +$1.42M +26,490 +307%
SSWM
155
Smith Salley Wealth Management
North Carolina
$1.85M +$1.88M +35,018 New
HIP
156
HUB Investment Partners
Texas
$1.78M +$754K +14,077 +72%
WPWM
157
Windward Private Wealth Management
Kansas
$1.77M +$1.48M +27,669 +469%
IA
158
IFP Advisors
Florida
$1.63M +$1.43M +26,739 +625%
CWM
159
Cahaba Wealth Management
Georgia
$1.61M +$2.95K +55 +0.2%
SP
160
Successful Portfolios
Florida
$1.54M +$1.57M +29,280 New
BFPW
161
BOK Financial Private Wealth
Colorado
$1.53M +$792K +14,788 +104%
PCG
162
Private Capital Group
Connecticut
$1.51M +$1.53M +28,560 New
CAG
163
Csenge Advisory Group
Florida
$1.49M +$1.51M +28,220 New
GM
164
GeoWealth Management
Illinois
$1.48M -$86.2K -1,609 -5%
TPWA
165
TRUE Private Wealth Advisors
Oregon
$1.48M +$1.5M +28,057 New
JWCA
166
J.W. Cole Advisors
Florida
$1.45M -$103K -1,927 -7%
SFS
167
Sowell Financial Services
Arkansas
$1.44M +$1.16M +21,695 +410%
SPC
168
Sigma Planning Corp
Michigan
$1.43M +$1.21M +22,557 +504%
FWP
169
Firethorn Wealth Partners
Georgia
$1.4M +$1.42M +26,544 New
PCM
170
Parsons Capital Management
Rhode Island
$1.39M +$343K +6,393 +32%
AAS
171
Avantax Advisory Services
Texas
$1.39M +$1.13M +21,078 +398%
PJSIMP
172
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.37M -$143K -2,676 -9%
Millennium Management
173
Millennium Management
New York
$1.36M +$1.39M +25,862 New
JAG
174
Journey Advisory Group
Kentucky
$1.34M -$42.8K -799 -3%
T
175
TRUADVICE
Florida
$1.3M +$510K +9,508 +63%
5 6
7
8 9

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.