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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
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$911K +$491K +9,165 +113%
JG
202
Jefferies Group
New York
$872K
WP
203
WealthPLAN Partners
Nebraska
$852K +$57.8K +1,079 +7%
RPWA
204
Regent Peak Wealth Advisors
Georgia
$846K -$227K -4,237 -21%
IAN
205
Integrated Advisors Network
Texas
$813K -$1.33M -24,897 -62%
SS
206
Simplicity Solutions
Minnesota
$813K -$543K -10,128 -40%
Principal Financial Group
207
Principal Financial Group
Iowa
$804K +$817K +15,242 New
Deutsche Bank
208
Deutsche Bank
Germany
$779K -$548K -10,228 -41%
SIS
209
Sound Income Strategies
Florida
$768K +$325K +6,071 +71%
SA
210
Sunesis Advisors
Kansas
$760K
RC
211
RegentAtlantic Capital
New Jersey
$751K -$85.3K -1,592 -10%
SWP
212
Summit Wealth Partners
Florida
$738K +$196K +3,660 +35%
FHC
213
First Heartland Consultants
Missouri
$736K +$748K +13,949 New
ANTB
214
AMG National Trust Bank
Colorado
$733K +$125K +2,340 +20%
RCIM
215
Red Cedar Investment Management
Michigan
$732K
IWM
216
IHT Wealth Management
Illinois
$732K +$744K +13,886 New
FPS
217
Fieldpoint Private Securities
Connecticut
$728K +$444K +8,285 +150%
CWA
218
Centennial Wealth Advisory
Michigan
$720K -$97.5K -1,820 -12%
LIM
219
Leavell Investment Management
Alabama
$720K +$237K +4,419 +48%
GCA
220
Gradient Capital Advisors
California
$719K
SG
221
StoneX Group
New York
$713K +$724K +13,512 New
BWM
222
Baystate Wealth Management
Massachusetts
$702K +$713K +13,301 New
EL
223
EQ LLC
Washington
$687K +$698K +13,026 New
KFGK
224
Keystone Financial Group (Kentucky)
Kentucky
$675K -$23.6K -441 -3%
GFPC
225
Global Financial Private Client
Florida
$674K +$684K +12,758 New

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.