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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
ISFAN
351
Investor's Fiduciary Advisor Network
Washington
$1.61M -$453K -9,918 -22%
AG
352
AmeriFlex Group
Nevada
$1.61M +$103K +2,251 +7%
MWA
353
Merkkuri Wealth Advisors
New York
$1.6M -$380K -8,333 -19%
TL
354
Tradewinds LLC
North Carolina
$1.6M +$1.58M +34,642 New
SCP
355
Silverleafe Capital Partners
Tennessee
$1.59M +$140K +3,078 +10%
BFA
356
Beacon Financial Advisory
Ohio
$1.55M -$185K -4,049 -11%
Lido Advisors
357
Lido Advisors
California
$1.54M +$712K +15,597 +88%
RIS
358
Richmond Investment Services
Wisconsin
$1.5M +$1.48M +32,480 New
PFM
359
Phillips Financial Management
Indiana
$1.5M -$35.3K -774 -2%
LNWWM
360
Laird Norton Wetherby Wealth Management
California
$1.48M +$1.46M +32,048 New
RFG
361
Range Financial Group
Oregon
$1.48M -$249K -5,452 -15%
KFS
362
Kelly Financial Services
Massachusetts
$1.47M -$173K -3,783 -11%
LW
363
Linscomb Wealth
Texas
$1.46M +$43.9K +961 +3%
FG
364
Foster Group
Iowa
$1.44M -$253K -5,534 -15%
WA
365
WBH Advisory
Maryland
$1.42M -$81.5K -1,785 -6%
NCM
366
Northwest Capital Management
Oregon
$1.4M -$426K -9,331 -23%
HKIMG
367
Hutchens & Kramer Investment Management Group
Indiana
$1.4M -$579K -12,685 -29%
OLVIG
368
Oliver Lagore Vanvalin Investment Group
Michigan
$1.39M +$1.38M +30,253 New
WEG
369
World Equity Group
Illinois
$1.39M -$316K -6,921 -19%
TPI
370
Trust Point Inc
Wisconsin
$1.39M +$1.37M +30,075 New
SI
371
Stephens Inc
Arkansas
$1.38M -$16.7K -365 -1%
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$1.37M -$171K -3,754 -11%
JWCA
373
J.W. Cole Advisors
Florida
$1.33M +$139K +3,052 +12%
AA
374
Argent Advisors
Louisiana
$1.33M -$131K -2,873 -9%
FF
375
Farrell Financial
New York
$1.29M +$84.6K +1,855 +7%

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.