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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
BWA
176
BlueSky Wealth Advisors
North Carolina
$2.13M
WA
177
Wilshire Advisors
California
$2.11M -$5.41M -101,886 -72%
EWF
178
Epstein & White Financial
California
$2.09M -$89.5K -1,685 -4%
TCA
179
Transcend Capital Advisors
New Jersey
$1.99M +$999K +18,807 +102%
FHA
180
First Horizon Advisors
Tennessee
$1.91M +$733K +13,805 +63%
IFAM
181
Institutional & Family Asset Management
Colorado
$1.9M -$44.2K -832 -2%
MIS
182
Morningstar Investment Services
Illinois
$1.74M +$1.73M +32,525 New
IA
183
IFG Advisory
Georgia
$1.72M +$1.17M +22,004 +217%
AWS
184
AJ Wealth Strategies
New York
$1.65M +$1.64M +30,800 New
RCAG
185
Rehmann Capital Advisory Group
Michigan
$1.63M -$242K -4,557 -13%
IF
186
Intrua Financial
Texas
$1.59M +$615K +11,574 +64%
JWCA
187
J.W. Cole Advisors
Florida
$1.51M +$41.7K +785 +3%
VC
188
Veracity Capital
Georgia
$1.5M -$669K -12,592 -31%
PCM
189
Parsons Capital Management
Rhode Island
$1.49M +$76.9K +1,448 +5%
WS
190
Wedbush Securities
California
$1.48M +$1.09M +20,445 +283%
EP
191
Eudaimonia Partners
Tennessee
$1.43M +$301K +5,663 +27%
HIM
192
Hanlon Investment Management
New Jersey
$1.36M +$237K +4,466 +21%
JAG
193
Journey Advisory Group
Kentucky
$1.36M
PJSIMP
194
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.35M -$36.6K -689 -3%
SG
195
StoneX Group
New York
$1.31M +$581K +10,947 +81%
APC
196
Aspire Private Capital
North Carolina
$1.31M +$1.3M +24,447 New
SFS
197
Sowell Financial Services
Arkansas
$1.3M -$139K -2,621 -10%
GFPC
198
Global Financial Private Client
Florida
$1.3M +$617K +11,618 +91%
WP
199
WealthPLAN Partners
Nebraska
$1.28M +$422K +7,950 +50%
HI
200
Harbour Investments
Wisconsin
$1.26M +$747K +14,056 +147%

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.