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iShares Core Universal USD Bond ETF
IUSB

466 hedge funds and large institutions have $15.6B invested in iShares Core Universal USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 215 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 35

103% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 106

16% more funds holding in top 10

Funds holding in top 10: 49 → 57 (+8)

16% more funds holding

Funds holding: 403 → 466 (+63)

12% more capital invested

Capital invested by funds: $13.9B → $15.6B (+$1.7B)

4.11% more ownership

Funds ownership: 89.5% → 93.61% (+4.1%)

Holders
466
Holders Change
+63
Holders Change %
+15.63%
% of All Funds
7.17%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
0.88%
New
104
Increased
215
Reduced
106
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$253M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$242M
3
Ameriprise
Ameriprise
Minnesota
+$144M
4
JC
JB Capital
Connecticut
+$73.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.8M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$30.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$17.4M
3
CA
Calton & Associates
Florida
-$16.3M
4
MFGM
Marshall Financial Group (Maryland)
Maryland
-$10.6M
5
Morgan Stanley
Morgan Stanley
New York
-$8.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
176
Comerica Bank
Texas
$3.25M -$22.8K -430 -0.7%
Mariner
177
Mariner
Kansas
$3.18M +$2.01M +37,844 +170%
AWM
178
Alterna Wealth Management
Texas
$3.17M +$3.18M +59,919 New
MYIA
179
Mount Yale Investment Advisors
Colorado
$3.12M +$246K +4,647 +9%
KPWG
180
KFA Private Wealth Group
Virginia
$3.07M -$25K -472 -0.8%
TPWA
181
TRUE Private Wealth Advisors
Oregon
$3.03M +$141K +2,657 +5%
SB
182
Strategic Blueprint
Georgia
$2.98M +$1.33M +24,995 +80%
GFS
183
GYL Financial Synergies
Connecticut
$2.89M +$2.89M +54,518 New
FHA
184
First Horizon Advisors
Tennessee
$2.87M +$865K +16,316 +43%
AF
185
Advisornet Financial
Minnesota
$2.81M +$1.02M +19,242 +57%
SP
186
Successful Portfolios
Florida
$2.73M +$98.3K +1,854 +4%
AA
187
Ancora Advisors
Ohio
$2.72M -$1.08M -20,418 -28%
ONST
188
Old North State Trust
North Carolina
$2.68M -$317K -5,970 -11%
MWM
189
Maripau Wealth Management
Indiana
$2.68M +$2.8M +52,790 New
PWMG
190
Provence Wealth Management Group
California
$2.68M +$2.68M +50,580 New
PCG
191
Private Capital Group
Connecticut
$2.65M +$190K +3,579 +8%
SI
192
Stephens Inc
Arkansas
$2.62M -$221K -4,160 -8%
BCI
193
Brinker Capital Investments
Pennsylvania
$2.6M +$2.6M +49,077 New
IA
194
IFP Advisors
Florida
$2.53M +$177K +3,346 +8%
RWA
195
RGT Wealth Advisors
Texas
$2.48M +$2.48M +46,851 New
PIMG
196
Patriot Investment Management Group
Tennessee
$2.45M +$65.2K +1,229 +3%
TCA
197
Transcend Capital Advisors
New Jersey
$2.43M +$54.3K +1,024 +2%
MFGM
198
Marshall Financial Group (Maryland)
Maryland
$2.33M -$10.6M -200,170 -82%
AWM
199
Apollon Wealth Management
South Carolina
$2.26M +$2.26M +42,681 New
JP Morgan Chase
200
JP Morgan Chase
New York
$2.25M +$1.69M +31,845 +297%
6 7
8
9 10

IUSB Hedge Fund Activity: Q4 2021 in Review

466 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2021, worth a combined $15.6B — up 12% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new IUSB positions and 35 closed out — a net gain of 69 holders — while 215 added to existing stakes and 106 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was Barclays, exiting entirely with an estimated $30.6M sold.

  • 466 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2021, up from 403 in Q3 2021.
  • Funds reported $15.6B of iShares Core Universal USD Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 104 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2021 and 35 closed out, a net change of +69 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2021 was BlackRock, an estimated $253M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2021 was Barclays, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2021.