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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.25B +$242M +4,569,874 +8%
BlackRock
2
BlackRock
New York
$3.16B +$253M +4,765,174 +9%
Wells Fargo
3
Wells Fargo
California
$1.14B +$23.5M +443,718 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.06B +$34.8M +655,810 +3%
LPL Financial
5
LPL Financial
California
$604M +$29.5M +556,176 +5%
Morgan Stanley
6
Morgan Stanley
New York
$581M -$8.79M -165,774 -1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$559M +$560M +10,567,813 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$533M +$21.1M +398,902 +4%
Ameriprise
9
Ameriprise
Minnesota
$382M +$144M +2,710,832 +60%
Osaic Holdings
10
Osaic Holdings
Arizona
$336M +$15.3M +288,589 +5%
PAS
11
Park Avenue Securities
New York
$256M +$15.2M +286,238 +6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$201M +$6.71M +126,576 +3%
UBS Group
13
UBS Group
Switzerland
$180M +$16M +301,611 +10%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$171M +$7.89M +148,800 +5%
SWM
15
SigFig Wealth Management
California
$145M +$7.96M +150,170 +6%
5L
16
55I LLC
Massachusetts
$144M +$27.2M +513,581 +23%
MML Investors Services
17
MML Investors Services
Massachusetts
$126M +$12.4M +234,625 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$114M +$15.3M +287,788 +15%
Bank of America
19
Bank of America
North Carolina
$104M +$28.4M +534,835 +37%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$93.2M +$10.1M +190,624 +12%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$78.1M +$29.1K +548 +0.1%
JC
22
JB Capital
Connecticut
$73.7M +$73.8M +1,392,861 New
RJA
23
Raymond James & Associates
Florida
$66.6M +$12.5M +235,835 +23%
CW
24
CreativeOne Wealth
Kansas
$59.3M +$20.3M +382,070 +52%
NA
25
NewEdge Advisors
Louisiana
$54.2M +$18.6M +351,502 +52%

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.