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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
BlackRock
1
BlackRock
New York
$2.04B +$414M +7,611,657 +26%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$495M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$375M +$11.5M +210,778 +3%
Wells Fargo
4
Wells Fargo
California
$339M +$10.1M +185,568 +3%
Morgan Stanley
5
Morgan Stanley
New York
$251M -$21.2M -390,813 -8%
Ameriprise
6
Ameriprise
Minnesota
$226M -$70.3M -1,294,443 -24%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$178M +$10.9M +200,636 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$161M +$6.06M +111,457 +4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$137M +$8.3M +152,848 +6%
UBS Group
10
UBS Group
Switzerland
$113M +$14.8M +272,058 +15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$64.6M +$3.23M +59,512 +5%
DWM
12
Destination Wealth Management
California
$36.7M +$936K +17,222 +3%
KeyBank National Association
13
KeyBank National Association
Ohio
$35.7M +$3.21M +59,051 +10%
FCM
14
Firestone Capital Management
Florida
$34.1M +$856K +15,749 +3%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$33.9M +$13.8M +253,421 +69%
LPL Financial
16
LPL Financial
California
$33.6M +$5.68M +104,559 +20%
AssetMark Inc
17
AssetMark Inc
California
$31M +$2.33M +42,872 +8%
Bank of America
18
Bank of America
North Carolina
$30.8M -$1.69M -31,122 -5%
FAAM
19
First Ascent Asset Management
Colorado
$29M +$4.18M +76,952 +17%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$28.8M +$21.5M +395,014 +300%
RJA
21
Raymond James & Associates
Florida
$27.6M -$1.48M -27,160 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$27.5M +$3.41M +62,855 +14%
CA
23
Calton & Associates
Florida
$25.4M +$6.87M +126,422 +37%
SMM
24
Stadion Money Management
Georgia
$23.9M +$950K +17,491 +4%
RFC
25
Regions Financial Corp
Alabama
$21M +$1.1M +20,326 +6%

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.