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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
DADC
151
D.A. Davidson & Co
Montana
$11.9M +$1.01M +21,980 +9%
TIA
152
Tiemann Investment Advisors
California
$11.9M +$29.8K +649 +0.2%
FA
153
Fedenia Advisers
Wisconsin
$11.7M +$11.9M +258,366 New
EF
154
Elite Financial
Idaho
$11.7M +$11.8M +258,017 New
AA
155
Ancora Advisors
Ohio
$11.6M +$1.08M +23,521 +10%
LGW
156
Leslie Global Wealth
Illinois
$11.5M +$11.7M +254,393 New
CF
157
Collier Financial
Colorado
$11.4M +$11.6M +252,069 New
SFS
158
Security Financial Services
Indiana
$11.4M -$501K -10,908 -4%
MLA
159
My Legacy Advisors
Oregon
$11.1M -$729K -15,889 -6%
LRIA
160
Leonard Rickey Investment Advisors
Washington
$11.1M +$281K +6,124 +3%
SSWM
161
Smith Salley Wealth Management
North Carolina
$11.1M +$277K +6,037 +3%
FHA
162
First Horizon Advisors
Tennessee
$11M -$3.57M -77,744 -24%
KV
163
Kickstand Ventures
New York
$10.9M -$2.49M -54,252 -18%
LPAM
164
Lodestar Private Asset Management
California
$10.9M +$2.07M +45,045 +23%
SF
165
Summit Financial
New Jersey
$10.8M +$2.55M +55,633 +30%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$10.6M +$258K +5,617 +2%
SA
167
Scarborough Advisors
Maryland
$10.6M -$58.3K -1,270 -0.5%
Financial Engines Advisors
168
Financial Engines Advisors
California
$10.5M +$7.74M +168,526 +264%
DAS
169
Diversify Advisory Services
Utah
$10.4M -$446K -9,724 -4%
TC
170
TownSquare Capital
Utah
$10.2M -$1.28M -27,893 -11%
OWM
171
Orgel Wealth Management
Wisconsin
$10.1M -$216K -4,711 -2%
GGS
172
Galvin Gaustad & Stein
Arizona
$10.1M +$392K +8,546 +4%
LA
173
LVW Advisors
New York
$9.92M +$292K +6,358 +3%
DL
174
DOHJ LLC
Washington
$9.78M +$1.06M +23,124 +12%
OWCM
175
One Wealth Capital Management
Arizona
$9.77M +$9.92M +216,196 New

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.