We are live on ! Find out more
IUSB icon

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
JFA
201
JNBA Financial Advisors
Minnesota
$112K +$48.9K +900 +78%
TPCW
202
TD Private Client Wealth
New York
$91.5K +$3.48K +64 +4%
GAM
203
Gemmer Asset Management
California
$90K +$10.9K +201 +14%
FFA
204
Founders Financial Alliance
North Carolina
$86K
PA
205
Parallel Advisors
California
$85K
HWA
206
HCR Wealth Advisors
California
$84K +$83.3K +1,533 New
MCC
207
Money Concepts Capital
Florida
$83K +$82.5K +1,519 New
CFGS
208
Concourse Financial Group Securities
Alabama
$71K +$59.8K +1,100 +550%
CCM
209
Cribstone Capital Management
Maine
$71K +$71K +1,306 New
WEC
210
Winslow Evans & Crocker
Massachusetts
$69K +$69K +1,270 New
DWP
211
Destiny Wealth Partners
Florida
$51K +$50.3K +926 New
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$48K +$7.22K +133 +18%
ADL
213
Asset Dedication LLC
California
$45K
SQA
214
Simon Quick Advisors
New Jersey
$43K +$43.2K +796 New
AWM
215
Avior Wealth Management
Nebraska
$41K +$380 +7 +0.9%
US Bancorp
216
US Bancorp
Minnesota
$35K +$35.1K +646 New
RCA
217
Rowland Carmichael Advisors
Arizona
$27K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$27K +$26.4K +486 New
FPB
219
First PREMIER Bank
South Dakota
$26K
BL
220
Balentine LLC
Georgia
$26K +$25.7K +473 New
HIA
221
Harbor Investment Advisory
Maryland
$24K
SFSG
222
Sound Financial Strategies Group
Mississippi
$22K -$1.56M -28,689 -99%
CA
223
Clearstead Advisors
Ohio
$18K
SFSIG
224
San Francisco Sentry Investment Group
California
$17K
FF
225
FourThought Financial
Florida
$17K +$17.7K +326 New

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.