iShares Core Universal USD Bond ETF
IUSB
723 hedge funds and large institutions have $32B invested in iShares Core Universal USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 244 increasing their positions, 295 reducing their positions, and 60 closing their positions.
120% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 60
14% more funds holding in top 10
Funds holding in top 10: 117 → 133 (+16)
9% more funds holding
Funds holding: 666 → 723 (+57)
0.51% more ownership
Funds ownership: 100.46% → 100.97% (+0.51%)
4% less capital invested
Capital invested by funds: $33.3B → $32B (-$1.33B)
17% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 295
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$310M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$302M |
| 3 |
LPL Financial
San Diego,
California
|
+$244M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$115M |
| 5 |
Morgan Stanley
New York
|
+$79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$821M |
| 2 |
JP Morgan Chase
New York
|
-$119M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$112M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$107M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$73.4M |
IUSB Hedge Fund Activity: Q4 2024 in Review
723 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2024, worth a combined $32B — down 4% from $33.3B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new IUSB positions and 60 closed out — a net gain of 72 holders — while 244 added to existing stakes and 295 trimmed.
The largest buyer was BlackRock, adding an estimated $310M. The largest seller was Envestnet Asset Management, cutting an estimated $821M.
- 723 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2024, up from 666 in Q3 2024.
- Funds reported $32B of iShares Core Universal USD Bond ETF stock for Q4 2024, down 4% quarter-over-quarter.
- 132 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2024 and 60 closed out, a net change of +72 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $310M added.
- The largest iShares Core Universal USD Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $821M sold.
Based on aggregated 13F filings for Q4 2024.