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iShares Core Universal USD Bond ETF

738 hedge funds and large institutions have $32.2B invested in iShares Core Universal USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 231 increasing their positions, 369 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 54

1% more funds holding

Funds holding: 730738 (+8)

0.18% less ownership

Funds ownership: 98.21%98.03% (-0.18%)

1% less capital invested

Capital invested by funds: $32.4B → $32.2B (-$209M)

20% less funds holding in top 10

Funds holding in top 10: 11794 (-23)

37% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 369

Holders
738
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.72%
Holding in Top 10
94
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-19.66%
% of All Funds
1.24%
New
75
Increased
231
Reduced
369
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
251
Howard Capital Management
Georgia
$3.61M +$730K +16,005 +26%
APC
252
Aspire Private Capital
North Carolina
$3.53M -$33.7K -738 -1%
BAM
253
BOS Asset Management
Illinois
$3.53M -$871K -19,083 -20%
AIA
254
Alternative Investment Advisors
Florida
$3.51M -$188K -4,126 -5%
FW
255
FullCircle Wealth
Texas
$3.51M -$71.9K -1,575 -2%
CCFM
256
Clear Creek Financial Management
Washington
$3.5M -$710K -15,563 -17%
AWA
257
Arete Wealth Advisors
Illinois
$3.5M -$428K -9,379 -11%
SAW
258
Signal Advisors Wealth
Michigan
$3.45M -$490K -10,747 -13%
FPAS
259
Focus Partners Advisor Solutions
Missouri
$3.42M +$1.43M +31,353 +74%
RWS
260
Retirement Wealth Solutions
Wisconsin
$3.38M +$222K +4,868 +7%
SCM
261
Sheridan Capital Management
California
$3.37M
MCM
262
M1 Capital Management
Michigan
$3.34M -$756K -16,560 -19%
RWPA
263
Richard W. Paul & Associates
Michigan
$3.34M -$42.6K -933 -1%
TWCA
264
Two West Capital Advisors
Kansas
$3.27M +$1.58M +34,659 +95%
SFG
265
Sovereign Financial Group
Connecticut
$3.26M -$15.2K -334 -0.5%
Natixis Advisors
266
Natixis Advisors
Massachusetts
$3.23M -$2.08M -45,609 -39%
CM
267
Columbus Macro
Pennsylvania
$3.21M +$128K +2,795 +4%
CA
268
Continuum Advisory
Idaho
$3.2M +$15.2K +334 +0.5%
AWM
269
Alterna Wealth Management
Texas
$3.08M -$479K -10,499 -14%
FWP
270
Forefront Wealth Partners
Texas
$2.98M +$2.74K +60 +0.1%
FA
271
FC Advisory
Pennsylvania
$2.95M +$7.85K +172 +0.3%
PWM
272
Pines Wealth Management
North Carolina
$2.91M +$70.2K +1,538 +2%
MWM
273
Maripau Wealth Management
Indiana
$2.85M -$783K -17,166 -22%
WWM
274
Western Wealth Management
Colorado
$2.84M +$32.2K +706 +1%
WP
275
WealthPLAN Partners
Nebraska
$2.83M -$745K -16,328 -21%

IUSB Hedge Fund Activity: Q2 2025 in Review

738 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2025, worth a combined $32.2B — down 0.64% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IUSB positions and 54 closed out — a net gain of 21 holders — while 231 added to existing stakes and 369 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $200M. The largest seller was Envestnet Asset Management, cutting an estimated $322M.

  • 738 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2025, up from 730 in Q1 2025.
  • Funds reported $32.2B of iShares Core Universal USD Bond ETF stock for Q2 2025, down 0.64% quarter-over-quarter.
  • 75 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2025 and 54 closed out, a net change of +21 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2025 was Jones Financial Companies, an estimated $200M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $322M sold.

Based on aggregated 13F filings for Q2 2025.