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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
KFAA
376
Klaas Financial Asset Advisors
Illinois
$1.28M +$22.5K +494 +2%
MCA
377
MSH Capital Advisors
Arizona
$1.28M +$91.5K +2,005 +8%
KWA
378
Kingswood Wealth Advisors
California
$1.24M -$255K -5,595 -17%
FTS
379
Fifth Third Securities
Ohio
$1.24M +$209K +4,586 +21%
MWA
380
MN Wealth Advisors
Kansas
$1.22M +$204K +4,479 +21%
CWM
381
Congress Wealth Management
Massachusetts
$1.2M +$279K +6,119 +31%
LA
382
Latitude Advisors
Florida
$1.2M -$47.8K -1,047 -4%
WPWM
383
Windward Private Wealth Management
Kansas
$1.2M -$93.3K -2,044 -7%
NB
384
NBT Bank
New York
$1.2M -$12K -263 -1%
BW
385
Blalock Williams
Alabama
$1.19M -$18.3K -402 -2%
CWM
386
Certus Wealth Management
California
$1.19M
MWP
387
Meridian Wealth Partners
Pennsylvania
$1.18M +$2.19K +48 +0.2%
PAMG
388
Patton Albertson Miller Group
Tennessee
$1.16M -$146K -3,195 -11%
Citigroup
389
Citigroup
New York
$1.16M -$35.3K -774 -3%
PIA
390
Perennial Investment Advisors
California
$1.15M -$225K -4,922 -17%
EPP
391
ETF Portfolio Partners
Kansas
$1.15M -$5.89K -129 -0.5%
PCM
392
Parsons Capital Management
Rhode Island
$1.14M +$2.19K +48 +0.2%
SIS
393
Sound Income Strategies
Florida
$1.13M -$20.1K -440 -2%
AP
394
Appleton Partners
Massachusetts
$1.12M -$50.7K -1,112 -4%
SFA
395
Semmax Financial Advisors
North Carolina
$1.1M -$180K -3,944 -14%
VH
396
Visionary Horizons
Tennessee
$1.1M +$224K +4,899 +26%
LSWP
397
Liberty Square Wealth Partners
Pennsylvania
$1.1M -$157K -3,433 -13%
LL
398
LPWM LLC
Minnesota
$1.08M +$559K +12,250 +110%
LA
399
Lifeworks Advisors
Michigan
$1.08M -$1.51K -33 -0.1%
EL
400
EQ LLC
Washington
$1.08M -$555K -12,158 -34%

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.