We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

720 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, 243 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 116132 (+16)

9% more funds holding

Funds holding: 663720 (+57)

0.51% more ownership

Funds ownership: 100.4%100.9% (+0.51%)

4% less capital invested

Capital invested by funds: $33.3B → $32B (-$1.33B)

17% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 293

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
9.48%
Holding in Top 10
132
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.79%
% of All Funds
1.74%
New
132
Increased
243
Reduced
293
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.38B -$821M -17,895,794 -11%
BlackRock
2
BlackRock
New York
$3.09B +$310M +6,747,217 +11%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.74B +$302M +6,586,279 +12%
LPL Financial
4
LPL Financial
California
$2.02B +$244M +5,315,980 +14%
Wells Fargo
5
Wells Fargo
California
$1.92B +$115M +2,496,641 +6%
Morgan Stanley
6
Morgan Stanley
New York
$1.05B +$79M +1,721,990 +8%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$988M +$63M +1,371,825 +7%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$969M -$107M -2,325,598 -10%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$853M -$112M -2,443,721 -11%
JP Morgan Chase
10
JP Morgan Chase
New York
$819M -$119M -2,587,978 -12%
PAS
11
Park Avenue Securities
New York
$493M -$73.4M -1,600,071 -13%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$472M -$15.4M -335,179 -3%
Ameriprise
13
Ameriprise
Minnesota
$470M +$9.07M +197,710 +2%
Mariner
14
Mariner
Kansas
$439M +$67.3M +1,466,593 +18%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$385M -$53.9M -1,173,849 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$384M -$8.45M -183,987 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$357M -$25.5M -556,355 -7%
OIA
18
OneDigital Investment Advisors
Kansas
$349M -$37.8M -824,009 -10%
UCFA
19
United Capital Financial Advisors
Texas
$234M -$30.7M -669,520 -11%
WANY
20
Wealthspire Advisors (New York)
New York
$204M +$10.4M +226,963 +5%
GM
21
GeoWealth Management
Illinois
$203M +$23.6M +513,340 +13%
KIM
22
Kestra Investment Management
Texas
$188M -$21.4M -467,061 -10%
Raymond James Financial
23
Raymond James Financial
Florida
$184M +$187M +4,070,347 New
SWM
24
SigFig Wealth Management
California
$181M +$2.99M +65,245 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$160M -$17.9M -388,928 -10%

IUSB Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 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 243 added to existing stakes and 293 trimmed.

The largest buyer was BlackRock, adding an estimated $310M. The largest seller was Envestnet Asset Management, cutting an estimated $821M.

  • 720 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2024, up from 663 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.