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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
HIF
426
Hill Island Financial
Michigan
$915K -$113K -2,468 -11%
KFG
427
Kelly Financial Group
Connecticut
$899K -$109K -2,378 -11%
HFA
428
Hershey Financial Advisers
Pennsylvania
$895K +$883K +19,352 New
ATC
429
Argent Trust Co
Tennessee
$890K -$1.46K -32 -0.2%
AIM
430
Advyzon Investment Management
Illinois
$889K +$197K +4,307 +29%
RFS
431
Richardson Financial Services
Massachusetts
$888K +$9.95K +218 +1%
AWM
432
Accredited Wealth Management
Kentucky
$884K +$114K +2,500 +15%
TFO
433
Tarbox Family Office
California
$882K -$234K -5,136 -21%
AA
434
Armis Advisers
Georgia
$881K -$440K -9,632 -34%
FI
435
FWG Investments
Kentucky
$876K -$99.8K -2,186 -10%
HH
436
Hilltop Holdings
Texas
$864K +$243K +5,317 +40%
BOSSRA
437
B.O.S.S. Retirement Advisors
Utah
$852K +$841K +18,432 New
HIP
438
HUB Investment Partners
Texas
$849K -$101K -2,222 -11%
BIG
439
Brookwood Investment Group
Arizona
$842K -$600K -13,150 -42%
RCM
440
Raleigh Capital Management
North Carolina
$841K -$30K -657 -3%
SWP
441
Semus Wealth Partners
Florida
$836K +$15.2K +332 +2%
CFIA
442
Cantor Fitzgerald Investment Advisors
New York
$835K -$52.7K -1,155 -6%
MHS
443
M Holdings Securities
Oregon
$834K +$825K +18,089 New
NA
444
Novus Advisors
South Carolina
$829K -$38.5K -843 -4%
FT
445
Fiduciary Trust
Massachusetts
$828K +$37.8K +828 +5%
BSSFA
446
Baron Silver Stevens Financial Advisors
Florida
$823K +$481K +10,532 +145%
TA
447
TFB Advisors
Kansas
$818K -$8.99K -197 -1%
SAG
448
SageView Advisory Group
California
$812K -$3.33K -73 -0.4%
VFP
449
Vested Financial Planning
California
$799K -$44.4K -973 -5%
VFPW
450
Vantage Financial Partners (Wisconsin)
Wisconsin
$781K +$1K +22 +0.1%

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.