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iShares Core Universal USD Bond ETF

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: 4957 (+8)

16% more funds holding

Funds holding: 403466 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
201
Csenge Advisory Group
Florida
$2.22M -$137K -2,584 -6%
RCS
202
Retirement Capital Strategies
California
$2.17M +$2.17M +40,967 New
USCWA
203
U.S. Capital Wealth Advisors
Texas
$2.12M +$174K +3,291 +9%
Jane Street
204
Jane Street
New York
$2.1M -$7.16M -135,077 -77%
BWA
205
BlueSky Wealth Advisors
North Carolina
$2.1M
VNA
206
Valley National Advisers
Pennsylvania
$2.09M -$726K -13,687 -26%
GFPC
207
Global Financial Private Client
Florida
$2.08M +$24.2K +456 +1%
WP
208
WealthPLAN Partners
Nebraska
$2.04M +$25.5K +481 +1%
LF
209
Lantz Financial
Illinois
$1.92M +$362K +6,837 +23%
HI
210
Harbour Investments
Wisconsin
$1.83M +$355K +6,701 +24%
PCM
211
Parsons Capital Management
Rhode Island
$1.82M +$258K +4,861 +16%
BA
212
Bellwether Advisors
Nebraska
$1.8M -$700K -13,211 -28%
IFAM
213
Institutional & Family Asset Management
Colorado
$1.77M -$55.8K -1,052 -3%
GWM
214
Geneos Wealth Management
Colorado
$1.74M +$79.7K +1,503 +5%
CFG
215
Cooper Financial Group
California
$1.72M -$7.06M -133,121 -80%
IF
216
Intrua Financial
Texas
$1.65M -$291K -5,496 -15%
CFD
217
Creative Financial Designs
Indiana
$1.65M +$703K +13,263 +74%
JWCA
218
J.W. Cole Advisors
Florida
$1.64M +$1.65M +31,052 New
IA
219
IFG Advisory
Georgia
$1.64M -$59.3K -1,118 -3%
AWS
220
AJ Wealth Strategies
New York
$1.63M
BAM
221
Belpointe Asset Management
Nevada
$1.61M +$471K +8,879 +41%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$1.57M -$51K -962 -3%
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M +$463K +8,728 +42%
T
224
TRUADVICE
Florida
$1.55M +$622K +11,731 +63%
CF
225
Centaurus Financial
California
$1.54M +$134K +2,518 +9%

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.