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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
BlackRock
1
BlackRock
New York
$2.38B +$415M +7,741,330 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.18B +$2.06B +38,386,024 +1,302%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$962M +$801M +14,955,945 +457%
Wells Fargo
4
Wells Fargo
California
$813M +$493M +9,202,454 +148%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$495M
Morgan Stanley
6
Morgan Stanley
New York
$465M +$227M +4,228,837 +92%
LPL Financial
7
LPL Financial
California
$429M +$403M +7,523,388 +1,222%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$396M +$34.5M +642,902 +9%
Ameriprise
9
Ameriprise
Minnesota
$304M +$85.3M +1,591,058 +39%
Osaic Holdings
10
Osaic Holdings
Arizona
$236M +$212M +3,964,763 +787%
PAS
11
Park Avenue Securities
New York
$204M +$207M +3,868,777 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$152M +$155M +2,888,749 New
UBS Group
13
UBS Group
Switzerland
$144M +$35.5M +662,526 +32%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$143M +$10.7M +200,279 +8%
SWM
15
SigFig Wealth Management
California
$118M +$119M +2,216,810 +15,060%
Bank of America
16
Bank of America
North Carolina
$103M +$74.8M +1,396,134 +247%
MML Investors Services
17
MML Investors Services
Massachusetts
$80.7M +$80M +1,493,037 +4,055%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$68.6M +$6.27M +116,934 +10%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$68.2M +$37.9M +707,460 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$67.2M +$53.1M +990,426 +349%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$62.8M +$57.1M +1,066,145 +856%
5L
22
55I LLC
Massachusetts
$55.9M +$56.8M +1,060,062 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$38.8M +$29.4M +548,911 +295%
AssetMark Inc
24
AssetMark Inc
California
$37.8M +$7.95M +148,349 +26%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$37.6M +$9.92M +185,139 +35%

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.