We are live on ! Find out more
IUSB icon

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
EWA
276
EverSource Wealth Advisors
Alabama
$2.81M -$804K -17,609 -22%
SFA
277
Seneca Financial Advisors
New York
$2.77M +$1.11M +24,340 +68%
EWA
278
Evolution Wealth Advisors
Florida
$2.76M
FAM
279
Forte Asset Management
New York
$2.72M -$301K -6,600 -10%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$2.72M +$181K +3,969 +7%
EWA
281
Emergent Wealth Advisors
New York
$2.66M +$776 +17 +0%
SAM
282
Smartleaf Asset Management
Massachusetts
$2.66M +$594K +13,008 +29%
PIA
283
Pinion Investment Advisors
Kansas
$2.66M -$1.33M -29,116 -34%
SPC
284
Sigma Planning Corp
Michigan
$2.63M -$276K -6,050 -10%
IAG
285
Investment Advisory Group
Massachusetts
$2.6M -$2.51K -55 -0.1%
HCA
286
Heck Capital Advisors
Wisconsin
$2.58M -$29.3K -642 -1%
CA
287
CoreCap Advisors
Michigan
$2.58M -$639K -14,008 -20%
BW
288
Balance Wealth
Ohio
$2.58M +$136K +2,970 +6%
CWA
289
Clearview Wealth Advisors
Oregon
$2.57M -$523K -11,467 -17%
CFD
290
Creative Financial Designs
Indiana
$2.56M -$735K -16,113 -23%
JSL
291
JT Stratford LLC
Georgia
$2.55M -$137K -2,994 -5%
WA
292
Wealthstar Advisors
Texas
$2.53M -$21.3K -467 -0.8%
ACM
293
Absolute Capital Management
Pennsylvania
$2.53M -$86.4K -1,894 -3%
Thrivent Financial for Lutherans
294
Thrivent Financial for Lutherans
Minnesota
$2.5M -$68.8M -1,508,096 -97%
KPWG
295
KFA Private Wealth Group
Virginia
$2.48M -$92.2K -2,020 -4%
AWM
296
Able Wealth Management
New Jersey
$2.47M +$514K +11,260 +27%
EH
297
Equitable Holdings
New York
$2.46M +$673K +14,757 +38%
BIG
298
Bush Investment Group
Georgia
$2.43M -$562K -12,319 -19%
AP
299
Americana Partners
Texas
$2.36M +$2.33M +51,009 New
ONST
300
Old North State Trust
North Carolina
$2.34M -$10.7M -234,484 -82%

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.