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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
VNA
151
Valley National Advisers
Pennsylvania
$2.75M +$307K +5,777 +13%
PIMG
152
Patriot Investment Management Group
Tennessee
$2.72M +$74.3K +1,399 +3%
CG
153
CFO4Life Group
Texas
$2.7M +$631K +11,886 +31%
Comerica Bank
154
Comerica Bank
Texas
$2.69M +$417K +7,856 +19%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$2.65M +$2.64M +49,638 New
RSWM
156
Robertson Stephens Wealth Management
California
$2.59M +$1.62M +30,414 +169%
1WM
157
1900 Wealth Management
Texas
$2.55M +$431K +8,109 +21%
BA
158
Bellwether Advisors
Nebraska
$2.54M -$54.2K -1,021 -2%
APW
159
Austin Private Wealth
Texas
$2.54M +$2.52M +47,457 New
HIP
160
HUB Investment Partners
Texas
$2.52M +$714K +13,434 +40%
SPC
161
Sigma Planning Corp
Michigan
$2.5M +$1.05M +19,771 +73%
MYIA
162
Mount Yale Investment Advisors
Colorado
$2.48M +$422K +7,952 +21%
T
163
TRUADVICE
Florida
$2.48M +$1.14M +21,462 +87%
FAIM
164
Financial Advocates Investment Management
Washington
$2.47M +$2.14M +40,282 +684%
SP
165
Successful Portfolios
Florida
$2.44M +$872K +16,409 +56%
WIA
166
World Investment Advisors
California
$2.41M +$236K +4,447 +11%
MBT
167
Montecito Bank & Trust
California
$2.34M +$1.38M +25,968 +147%
SI
168
Stephens Inc
Arkansas
$2.31M +$61.9K +1,165 +3%
SPAS
169
Spectrum Planning & Advisory Services
California
$2.31M +$2.29M +43,147 New
FWP
170
Firethorn Wealth Partners
Georgia
$2.29M +$860K +16,194 +61%
VFM
171
Vivid Financial Management
California
$2.27M +$2.26M +42,508 New
CAG
172
Csenge Advisory Group
Florida
$2.22M +$705K +13,271 +47%
IA
173
IFP Advisors
Florida
$2.21M +$547K +10,292 +33%
OWA
174
One Wealth Advisors
California
$2.19M +$2.18M +40,993 New
PCG
175
Private Capital Group
Connecticut
$2.19M +$654K +12,312 +43%

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.