iShares Core Universal USD Bond ETF
IUSB
666 hedge funds and large institutions have $33.3B invested in iShares Core Universal USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 393 increasing their positions, 146 reducing their positions, and 43 closing their positions.
169% more repeat investments, than reductions
Existing positions increased: 393 | Existing positions reduced: 146
67% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 43
18% more capital invested
Capital invested by funds: $28.2B → $33.3B (+$5.14B)
6% more funds holding in top 10
Funds holding in top 10: 110 → 117 (+7)
3% more funds holding
Funds holding: 649 → 666 (+17)
1.1% more ownership
Funds ownership: 99.36% → 100.46% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.29B |
| 2 |
LPL Financial
San Diego,
California
|
+$308M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$189M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$162M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$24.6M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$18.8M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$16.5M |
| 4 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$14.5M |
| 5 |
TWG
The Wealth Group
Eden Prairie,
Minnesota
|
-$12.9M |
IUSB Hedge Fund Activity: Q3 2024 in Review
666 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2024, worth a combined $33.3B — up 18% from $28.2B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IUSB positions and 43 closed out — a net gain of 29 holders — while 393 added to existing stakes and 146 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.29B. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $24.6M sold.
- 666 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2024, up from 649 in Q2 2024.
- Funds reported $33.3B of iShares Core Universal USD Bond ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 72 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2024 and 43 closed out, a net change of +29 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $1.29B added.
- The largest iShares Core Universal USD Bond ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $24.6M sold.
Based on aggregated 13F filings for Q3 2024.