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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
VFS
476
Valpey Financial Services
New Hampshire
$618K +$610K +13,370 New
FEM
477
Fulcrum Equity Management
Texas
$615K -$172K -3,780 -22%
SAM
478
Strategy Asset Managers
California
$613K -$2.5M -54,833 -81%
PJSIMP
479
P.J. Schmidt Investment Management (PJS)
Wisconsin
$600K -$8.58K -188 -1%
VA
480
Valmark Advisers
Ohio
$597K -$123K -2,699 -17%
GAM
481
Gotham Asset Management
New York
$596K +$18.9K +415 +3%
Charles Schwab
482
Charles Schwab
California
$595K +$587K +12,867 New
CCWA
483
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$586K -$2.83K -62 -0.5%
IWP
484
Insight Wealth Partners
Texas
$583K +$1.37K +30 +0.2%
PP
485
Prosperity Planning
Missouri
$576K
FBB
486
Fulton Breakefield Broenniman
Maryland
$576K +$256K +5,613 +82%
JSW
487
Journey Strategic Wealth
New Jersey
$569K -$20.8K -456 -4%
LFG
488
Lockerman Financial Group
California
$561K -$49.1K -1,076 -8%
CWM
489
Cahaba Wealth Management
Georgia
$561K +$4.61K +101 +0.8%
GSWM
490
Golden State Wealth Management
California
$549K -$22.7K -497 -4%
TA
491
TrueWealth Advisors
Alabama
$549K -$97.8K -2,144 -15%
CFS
492
Coordinated Financial Services
Colorado
$547K -$48K -1,052 -8%
WFC
493
Western Financial Corp
California
$545K -$181K -3,960 -25%
TPCW
494
TD Private Client Wealth
New York
$544K -$4.65K -102 -0.9%
OMC
495
Old Mission Capital
Illinois
$542K -$2.36M -51,808 -82%
RCAG
496
Rehmann Capital Advisory Group
Michigan
$541K -$29.6K -648 -5%
DIA
497
Davidson Investment Advisors
Montana
$540K +$159K +3,475 +42%
CAM
498
Cresset Asset Management
Illinois
$535K -$710K -15,559 -57%
IWM
499
IHT Wealth Management
Illinois
$532K -$445K -9,756 -46%
Bank of Montreal
500
Bank of Montreal
Ontario, Canada
$530K +$115K +2,522 +28%

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.