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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
WFA
451
Wells Financial Advisors
Massachusetts
$765K -$244K -5,350 -24%
NFG
452
Nations Financial Group
Iowa
$765K -$24.7K -542 -3%
KWM
453
Kingsview Wealth Management
Oregon
$764K -$161K -3,534 -18%
BWA
454
Burt Wealth Advisors
Maryland
$760K
WS
455
Wedbush Securities
California
$756K +$83.9K +1,838 +13%
FA
456
Flagstar Advisors
New York
$753K -$106K -2,313 -12%
BBA
457
Braun-Bostich & Associates
Pennsylvania
$749K -$335K -7,350 -31%
GS
458
GWN Securities
Florida
$743K -$1.25M -27,393 -63%
WFS
459
WealthGarden F.S.
California
$736K -$121K -2,645 -14%
MG
460
Mather Group
Illinois
$735K -$48K -1,051 -6%
EAM
461
Empirical Asset Management
Massachusetts
$727K -$229K -5,010 -24%
GIA
462
Gladstone Institutional Advisory
Florida
$717K +$83.7K +1,834 +13%
BAG
463
Bridgewealth Advisory Group
California
$711K +$702K +15,378 New
AF
464
Advisornet Financial
Minnesota
$706K +$14.1K +308 +2%
PFA
465
Pinnacle Family Advisors
Missouri
$701K -$179K -3,914 -21%
CG
466
CFO4Life Group
Texas
$697K -$544K -11,928 -44%
AFP
467
Ausdal Financial Partners
Iowa
$696K +$221K +4,846 +47%
FHA
468
Flagship Harbor Advisors
Massachusetts
$673K -$12.3K -270 -2%
AL
469
Aspiriant LLC
California
$670K -$28.2K -617 -4%
DAS
470
Dynamic Advisor Solutions
Arizona
$658K -$319 -7 -0%
KA
471
Kovack Advisors
Florida
$643K +$730 +16 +0.1%
EFA
472
Edge Financial Advisors
Illinois
$636K -$1.37K -30 -0.2%
TWP
473
Triad Wealth Partners
Kansas
$628K +$620K +13,584 New
SWM
474
Sculati Wealth Management
Michigan
$620K +$612K +13,421 New
SA
475
Scarborough Advisors
Maryland
$618K -$138K -3,016 -18%

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.