iShares Core Universal USD Bond ETF
IUSB
631 hedge funds and large institutions have $23.7B invested in iShares Core Universal USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 201 increasing their positions, 255 reducing their positions, and 48 closing their positions.
196% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 48
26% more funds holding in top 10
Funds holding in top 10: 82 → 103 (+21)
16% more funds holding
Funds holding: 544 → 631 (+87)
10% more capital invested
Capital invested by funds: $21.6B → $23.7B (+$2.1B)
0.06% more ownership
Funds ownership: 99.74% → 99.8% (+0.06%)
21% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 255
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.02B |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$190M |
| 3 |
BlackRock
New York
|
+$151M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$70.1M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$64.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$275M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$238M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$182M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$111M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$82.4M |
IUSB Hedge Fund Activity: Q4 2023 in Review
631 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2023, worth a combined $23.7B — up 9.7% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new IUSB positions and 48 closed out — a net gain of 94 holders — while 201 added to existing stakes and 255 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $1.02B. The largest seller was Envestnet Asset Management, cutting an estimated $275M.
- 631 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2023, up from 544 in Q3 2023.
- Funds reported $23.7B of iShares Core Universal USD Bond ETF stock for Q4 2023, up 9.7% quarter-over-quarter.
- 142 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2023 and 48 closed out, a net change of +94 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q4 2023 was Jones Financial Companies, an estimated $1.02B added.
- The largest iShares Core Universal USD Bond ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $275M sold.
Based on aggregated 13F filings for Q4 2023.