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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
MC
401
Moors & Cabot
Massachusetts
$1.08M -$83.5K -1,829 -7%
SS
402
Sunbelt Securities
Texas
$1.07M +$720K +15,782 +203%
RWM
403
Rialto Wealth Management
New York
$1.06M +$37.3K +818 +4%
CFA
404
Cahill Financial Advisors
Minnesota
$1.05M +$54K +1,183 +5%
HFO
405
Heritage Family Offices
Arizona
$1.04M
SEIA
406
Signature Estate & Investment Advisors
California
$1.03M -$89.3K -1,957 -8%
CWMK
407
Caliber Wealth Management (Kansas)
Kansas
$1.03M +$211K +4,632 +26%
QP
408
Quartz Partners
New York
$1.03M +$1K +22 +0.1%
WCM
409
WealthTrak Capital Management
Virginia
$1.02M -$35.5K -779 -3%
SFA
410
Sequoia Financial Advisors
Ohio
$1.01M +$769K +16,863 +334%
CAAM
411
Cornerstone Advisors Asset Management
Pennsylvania
$1.01M +$86.5K +1,895 +10%
MSA
412
Marino Stram & Associates
Massachusetts
$1M -$34.2K -749 -3%
PCS
413
Private Client Services
Kentucky
$1M +$495K +10,850 +100%
AG
414
Ascent Group
Virginia
$1M +$392K +8,594 +66%
BWM
415
BCS Wealth Management
Tennessee
$1M -$3.1K -68 -0.3%
GFA
416
Gallagher Fiduciary Advisors
Illinois
$999K +$150M +3,286,352 +3,596%
SAM
417
Secure Asset Management
Michigan
$994K +$981K +21,507 New
CCG
418
Catalina Capital Group
California
$984K -$217K -4,760 -18%
TFGT
419
TS Financial Group (TSFG)
Illinois
$975K -$6.39M -140,085 -87%
CIA
420
Cape Investment Advisory
Georgia
$974K +$67.2K +1,472 +8%
BEI
421
Benjamin Edwards Inc
Missouri
$966K +$187K +4,107 +24%
MFC
422
Morris Financial Concepts
South Carolina
$957K +$10.9K +239 +1%
DA
423
Detalus Advisors
Missouri
$951K -$5.66K -124 -0.6%
SFS
424
Sowell Financial Services
Arkansas
$950K -$217K -4,748 -19%
EP
425
Essential Planning
New Hampshire
$942K

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.