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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
TCA
301
Transcend Capital Advisors
New Jersey
$2.34M -$235K -5,158 -9%
PA
302
Parallel Advisors
California
$2.33M +$478K +10,471 +26%
VAS
303
Vestmark Advisory Solutions
Massachusetts
$2.31M -$975K -21,362 -30%
GSEP
304
Golden State Equity Partners
California
$2.28M +$4.56K +100 +0.2%
PTC
305
Private Trust Company
Ohio
$2.23M +$90.5K +1,983 +4%
WAL
306
W Advisors LLC
Tennessee
$2.2M -$50.9K -1,115 -2%
TWP
307
Tempus Wealth Planning
California
$2.17M -$110K -2,410 -5%
DC
308
Davenport & Co
Virginia
$2.09M -$52.8K -1,158 -3%
PIMG
309
Patriot Investment Management Group
Tennessee
$2.03M -$19.4K -425 -1%
KPWS
310
Kestra Private Wealth Services
Texas
$2.01M -$1.02M -22,371 -34%
CFG
311
Cooper Financial Group
California
$2.01M -$1.96M -42,946 -50%
FIM
312
Freedom Investment Management
Connecticut
$2M +$605K +13,253 +44%
BFS
313
BridgePort Financial Solutions
Iowa
$2M +$201K +4,411 +11%
OWP
314
ORG Wealth Partners
Texas
$2M +$262K +5,733 +15%
TWP
315
Tyche Wealth Partners
Texas
$1.98M +$1.32M +28,976 +208%
PCA
316
Prosperity Capital Advisors
Ohio
$1.98M +$105K +2,295 +6%
EP
317
Edgestream Partners
New Jersey
$1.97M +$300K +6,575 +18%
AFW
318
Avantra Family Wealth
Pennsylvania
$1.96M -$163K -3,583 -8%
D
319
Dentgroup
Louisiana
$1.95M +$215K +4,711 +13%
CIAS
320
Capital Investment Advisory Services
North Carolina
$1.94M -$32.4K -710 -2%
AQR Capital Management
321
AQR Capital Management
Connecticut
$1.9M -$874K -19,155 -32%
RFA
322
Resurgent Financial Advisors
Georgia
$1.89M -$302K -6,626 -14%
QWP
323
Quotient Wealth Partners
Texas
$1.86M +$67.8K +1,486 +4%
LIM
324
Leavell Investment Management
Alabama
$1.86M +$84.7K +1,857 +5%
GWM
325
Geneos Wealth Management
Colorado
$1.86M -$2.82M -61,841 -61%

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.