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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
CF
201
Centaurus Financial
California
$1.24M +$1.23M +23,121 New
MIAN
202
Mariner Independent Advisor Network
Kansas
$1.23M +$1.22M +22,984 New
JP Morgan Chase
203
JP Morgan Chase
New York
$1.21M +$247K +4,652 +26%
LF
204
Lantz Financial
Illinois
$1.18M +$588K +11,070 +101%
LRIA
205
Leonard Rickey Investment Advisors
Washington
$1.17M +$4.94K +93 +0.4%
FCA
206
FinTrust Capital Advisors
South Carolina
$1.16M +$134K +2,532 +13%
Principal Financial Group
207
Principal Financial Group
Iowa
$1.15M +$332K +6,259 +41%
MWP
208
Madison Wealth Partners
Wisconsin
$1.11M -$3.75M -70,679 -77%
BSSFA
209
Baron Silver Stevens Financial Advisors
Florida
$1.1M +$808K +15,209 +286%
DAS
210
Dynamic Advisor Solutions
Arizona
$1.07M +$565K +10,628 +112%
BFPW
211
BOK Financial Private Wealth
Colorado
$1.03M -$514K -9,668 -33%
CAS
212
Cascadia Advisory Services
Oregon
$1.03M +$515K +9,691 +102%
IWM
213
IHT Wealth Management
Illinois
$1.02M +$277K +5,224 +38%
Mariner
214
Mariner
Kansas
$1.02M +$1.01M +19,038 New
CL
215
CPWM LLC
Washington
$1.01M
FHC
216
First Heartland Consultants
Missouri
$1.01M +$261K +4,911 +35%
VAM
217
Verity Asset Management
North Carolina
$1M +$20.9K +393 +2%
AF
218
Advisornet Financial
Minnesota
$980K +$822K +15,475 +544%
BAM
219
Belpointe Asset Management
Nevada
$971K +$784K +14,754 +435%
CPWM
220
Cardinal Point Wealth Management
California
$947K +$15.9K +300 +2%
WWM
221
Western Wealth Management
Colorado
$944K +$943K +17,745 New
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$939K +$15.2K +287 +2%
SB
223
Strategic Blueprint
Georgia
$936K +$525K +9,891 +130%
IWS
224
Insight Wealth Strategies
California
$934K -$239K -4,502 -21%
TFS
225
Thoroughbred Financial Services
Tennessee
$934K -$147K -2,764 -14%

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.