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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$150M +$2.98M +65,252 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$149M -$14.3M -314,106 -9%
Osaic Holdings
28
Osaic Holdings
Arizona
$144M +$24.8M +542,635 +21%
JC
29
JB Capital
Connecticut
$138M +$1.26M +27,668 +0.9%
SA
30
Sanctuary Advisors
Indiana
$133M -$3.34M -73,189 -2%
Stifel Financial
31
Stifel Financial
Missouri
$130M -$11M -240,555 -8%
UBS Group
32
UBS Group
Switzerland
$127M +$387K +8,479 +0.3%
NA
33
NewEdge Advisors
Louisiana
$125M -$2.98M -65,203 -2%
AF
34
Allworth Financial
California
$121M +$1.16M +25,443 +1%
FFA
35
Farther Finance Advisors
California
$115M +$21.3M +467,506 +23%
MAV
36
Mason & Associates (Virginia)
Virginia
$113M -$11.8M -257,586 -10%
Bank of America
37
Bank of America
North Carolina
$111M -$13.3M -291,510 -11%
FCAS
38
First Command Advisory Services
Texas
$97M +$13.2M +289,355 +16%
SWM
39
Spire Wealth Management
Virginia
$87M +$79.9M +1,751,742 +1,277%
AssetMark Inc
40
AssetMark Inc
California
$78.6M +$11.3M +248,350 +17%
MC
41
McMorgan & Co
California
$77.1M +$150K +3,288 +0.2%
US Bancorp
42
US Bancorp
Minnesota
$74.7M -$5.38M -118,002 -7%
Truist Financial
43
Truist Financial
North Carolina
$74.5M -$3.76M -82,399 -5%
IWC
44
Integrated Wealth Concepts
Massachusetts
$72.1M +$6.08M +133,304 +9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$71.6M -$2.25M -49,321 -3%
CIA
46
Compass Ion Advisors
Pennsylvania
$69.4M +$3.76M +82,483 +6%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$68.3M -$5.26M -115,245 -7%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$66M -$181K -3,973 -0.3%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$61.7M +$14.2M +311,329 +30%
SW
50
SoFi Wealth
California
$61M +$3.52M +77,149 +6%

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.