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iShares Core Universal USD Bond ETF

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: 2441 (+17)

43% more funds holding

Funds holding: 243348 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
176
Private Capital Management (Colorado)
Colorado
$1.23M +$906K +16,911 +263%
WA
177
Wealth Alliance
New York
$1.23M +$1.25M +23,306 New
PAM
178
Peak Asset Management
Colorado
$1.2M +$1.22M +22,674 New
FHA
179
First Horizon Advisors
Tennessee
$1.16M +$1.18M +21,980 New
IWS
180
Insight Wealth Strategies
California
$1.16M +$1.18M +21,955 New
CFG
181
Cooper Financial Group
California
$1.14M +$1.16M +21,637 New
LRIA
182
Leonard Rickey Investment Advisors
Washington
$1.14M +$91.6K +1,709 +9%
EP
183
Eudaimonia Partners
Tennessee
$1.11M -$33.7K -628 -3%
HIM
184
Hanlon Investment Management
New Jersey
$1.1M +$1.12M +20,935 New
SWA
185
Stratos Wealth Advisors
Ohio
$1.08M +$889K +16,595 +435%
TFS
186
Thoroughbred Financial Services
Tennessee
$1.07M -$157K -2,933 -13%
KFS
187
Kelly Financial Services
Massachusetts
$1.03M +$1.04M +19,446 New
FCA
188
FinTrust Capital Advisors
South Carolina
$1.01M +$1.03M +19,230 New
MWM
189
MBE Wealth Management
Wisconsin
$1.01M -$112K -2,088 -10%
FWP
190
FAS Wealth Partners
Kansas
$1.01M -$37.3K -696 -4%
CL
191
CPWM LLC
Washington
$1M +$1.02M +18,950 New
TCA
192
Transcend Capital Advisors
New Jersey
$971K +$989K +18,459 New
VAM
193
Verity Asset Management
North Carolina
$968K +$121K +2,251 +14%
IF
194
Intrua Financial
Texas
$965K +$975K +18,196 New
TI
195
tru Independence
Oregon
$964K +$978K +18,252 New
RSWM
196
Robertson Stephens Wealth Management
California
$950K +$965K +18,015 New
JP Morgan Chase
197
JP Morgan Chase
New York
$945K +$945K +17,627 +6,364%
MBT
198
Montecito Bank & Trust
California
$934K +$949K +17,708 New
CFN
199
Cordasco Financial Network
Florida
$920K
CPWM
200
Cardinal Point Wealth Management
California
$918K +$161K +3,000 +21%

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.