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
CCM
326
Coldstream Capital Management
Washington
$1.85M -$23K -504 -1%
TWG
327
The Wealth Group
Minnesota
$1.85M -$141K -3,081 -7%
SPI
328
Sutton Place Investors
New York
$1.82M -$480K -10,513 -21%
HIM
329
Hanlon Investment Management
New Jersey
$1.81M -$417K -9,138 -19%
KW
330
Keyvantage Wealth
Pennsylvania
$1.81M -$261K -5,724 -13%
IFG
331
Independent Financial Group
California
$1.8M +$294K +6,441 +20%
CS
332
Capital Square
Tennessee
$1.8M +$1.79M +39,322 New
SWP
333
Stratos Wealth Partners
Ohio
$1.78M -$336K -7,353 -16%
AWM
334
Aprio Wealth Management
Georgia
$1.75M -$1.08M -23,684 -39%
SPAS
335
Spectrum Planning & Advisory Services
California
$1.74M -$984K -21,568 -36%
RFN
336
RDA Financial Network
Iowa
$1.73M -$395K -8,662 -19%
KWM
337
Keebeck Wealth Management
Illinois
$1.73M -$4.59M -100,484 -73%
LA
338
LexAurum Advisors
Kansas
$1.71M +$71.2K +1,561 +4%
EFG
339
Elios Financial Group
Ohio
$1.71M -$574K -12,572 -25%
GWP
340
Gen-Wealth Partners
Michigan
$1.71M -$192K -4,209 -10%
O3W
341
Omni 360 Wealth
New Jersey
$1.7M -$49.5K -1,085 -3%
CA
342
Clearstead Advisors
Ohio
$1.69M +$220K +4,814 +15%
Betterment LLC
343
Betterment LLC
New York
$1.68M -$29.9K -655 -2%
NL
344
NWAM LLC
Washington
$1.68M -$735K -16,116 -31%
GC
345
GatePass Capital
Ohio
$1.68M -$353K -7,725 -18%
TSS
346
Two Sigma Securities
New York
$1.66M +$1.44M +31,532 +714%
HWM
347
Hobbs Wealth Management
Indiana
$1.66M -$334K -7,328 -17%
CPL
348
CAP Partners LLC
Tennessee
$1.65M +$87.1K +1,909 +6%
LSA
349
Lion Street Advisors
Texas
$1.65M +$475K +10,415 +41%
DWP
350
Daymark Wealth Partners
Ohio
$1.62M +$112K +2,453 +8%

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.