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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
PPP
176
Private Portfolio Partners
New Jersey
$317K +$14.5K +267 +5%
FPS
177
Fieldpoint Private Securities
Connecticut
$301K +$299K +5,508 New
LWM
178
Laidlaw Wealth Management
New York
$294K +$292K +5,384 New
AAS
179
Avantax Advisory Services
Texas
$290K -$333K -6,136 -54%
IA
180
IFG Advisory
Georgia
$289K -$37.2K -684 -11%
SFS
181
Sowell Financial Services
Arkansas
$289K +$70.5K +1,297 +32%
BFA
182
Beaumont Financial Advisors
Massachusetts
$276K
APA
183
American Portfolios Advisors
New York
$274K +$242K +4,447 +767%
SWP
184
Stratos Wealth Partners
Ohio
$271K +$42.3K +778 +19%
KM
185
Kalos Management
Georgia
$264K +$265K +4,885 New
WI
186
WBI Investments
New Jersey
$251K +$250K +4,602 New
SPC
187
Sigma Planning Corp
Michigan
$244K -$303K -5,586 -56%
AF
188
Advisornet Financial
Minnesota
$240K -$94.6K -1,742 -28%
IA
189
IFP Advisors
Florida
$233K -$13.1K -241 -5%
NA
190
NewEdge Advisors
Louisiana
$223K +$5.6K +103 +3%
FAIM
191
Financial Advocates Investment Management
Washington
$208K -$66.5K -1,225 -27%
SWA
192
Stratos Wealth Advisors
Ohio
$208K +$207K +3,819 New
GSWM
193
Golden State Wealth Management
California
$207K +$206K +3,786 New
BSSFA
194
Baron Silver Stevens Financial Advisors
Florida
$204K +$203K +3,738 New
GWM
195
Geneos Wealth Management
Colorado
$198K +$73K +1,343 +55%
CTFG
196
Capstone Triton Financial Group
Oklahoma
$179K +$178K +3,277 New
FMP
197
Financial Management Professionals
Texas
$177K
PB
198
Pinnacle Bancorp
Nebraska
$171K +$3.53K +65 +2%
RIM
199
Rockbridge Investment Management
New York
$115K +$7.28K +134 +7%
WIM
200
Westside Investment Management
California
$113K +$136K +2,507 +3%

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.