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iShares Core Universal USD Bond ETF
IUSB

403 hedge funds and large institutions have $13.9B invested in iShares Core Universal USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 238 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

187% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 83

6% more funds holding

Funds holding: 380 → 403 (+23)

2% more funds holding in top 10

Funds holding in top 10: 48 → 49 (+1)

2% more capital invested

Capital invested by funds: $13.6B → $13.9B (+$279M)

4.61% less ownership

Funds ownership: 94.1% → 89.5% (-4.6%)

Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
7.06%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.86%
New
44
Increased
238
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
2
BlackRock
BlackRock
New York
+$226M
3
LPL Financial
LPL Financial
California
+$65.7M
4
Wells Fargo
Wells Fargo
California
+$58.1M
5
Morgan Stanley
Morgan Stanley
New York
+$50.2M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$66.6M
2
Ameriprise
Ameriprise
Minnesota
-$32.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$32.7M
4
OBWG
Onyx Bridge Wealth Group
New York
-$20.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
151
Cetera Advisor Networks
California
$3.23M -$1.52M -28,216 -32%
OWA
152
One Wealth Advisors
California
$3.19M +$1.01M +18,894 +46%
APW
153
Austin Private Wealth
Texas
$3.18M +$660K +12,293 +26%
WANY
154
Wealthspire Advisors (New York)
New York
$3.15M +$218K +4,059 +7%
CG
155
CFO4Life Group
Texas
$3.13M +$447K +8,313 +16%
KPWG
156
KFA Private Wealth Group
Virginia
$3.11M +$77.8K +1,449 +3%
CWA
157
Clearview Wealth Advisors
Oregon
$3.06M +$136K +2,537 +5%
ONST
158
Old North State Trust
North Carolina
$3.01M -$933K -17,374 -23%
HIP
159
HUB Investment Partners
Texas
$2.98M +$479K +8,912 +19%
TPWA
160
TRUE Private Wealth Advisors
Oregon
$2.9M +$44.9K +836 +2%
AF
161
Allworth Financial
California
$2.89M +$2.84M +52,949 +3,779%
MYIA
162
Mount Yale Investment Advisors
Colorado
$2.89M +$423K +7,880 +17%
SI
163
Stephens Inc
Arkansas
$2.86M +$559K +10,400 +24%
VNA
164
Valley National Advisers
Pennsylvania
$2.83M +$96K +1,787 +3%
FAIM
165
Financial Advocates Investment Management
Washington
$2.82M +$364K +6,771 +15%
1WM
166
1900 Wealth Management
Texas
$2.74M +$209K +3,882 +8%
SP
167
Successful Portfolios
Florida
$2.65M +$217K +4,043 +9%
WIA
168
World Investment Advisors
California
$2.63M +$234K +4,358 +10%
BA
169
Bellwether Advisors
Nebraska
$2.51M -$13.6K -253 -0.5%
PCG
170
Private Capital Group
Connecticut
$2.47M +$301K +5,600 +14%
PIMG
171
Patriot Investment Management Group
Tennessee
$2.4M -$315K -5,863 -12%
SPAS
172
Spectrum Planning & Advisory Services
California
$2.39M +$90.1K +1,678 +4%
NAG
173
Northstar Advisory Group
New Jersey
$2.39M +$2.41M +44,825 New
TCA
174
Transcend Capital Advisors
New Jersey
$2.38M +$411K +7,644 +21%
IA
175
IFP Advisors
Florida
$2.37M +$160K +2,978 +7%
5 6
7
8 9

IUSB Hedge Fund Activity: Q3 2021 in Review

403 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2021, worth a combined $13.9B — up 2% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IUSB positions and 14 closed out — a net gain of 30 holders — while 238 added to existing stakes and 83 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $243M. The largest seller was Kelly Financial Services, cutting an estimated $66.6M.

  • 403 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2021, up from 380 in Q2 2021.
  • Funds reported $13.9B of iShares Core Universal USD Bond ETF stock for Q3 2021, up 2% quarter-over-quarter.
  • 44 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2021 and 14 closed out, a net change of +30 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $243M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q3 2021 was Kelly Financial Services, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2021.