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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
AWM
501
Accurate Wealth Management
Florida
$527K -$36.6K -803 -7%
RPSA
502
Richard P. Slaughter Associates
Texas
$515K -$501K -10,974 -50%
SC
503
Savant Capital
Illinois
$510K +$90.4K +1,980 +22%
SG
504
StoneX Group
New York
$508K -$136K -2,983 -21%
VWA
505
Visionary Wealth Advisors
Illinois
$508K -$1.51M -33,006 -75%
CSB
506
City State Bank
Iowa
$502K +$35.8K +785 +8%
LWA
507
LifeGoal Wealth Advisors
New York
$493K +$487K +10,673 New
SSCM
508
Spectrum Strategic Capital Management
Oregon
$492K -$71K -1,555 -13%
AT
509
American Trust
Kentucky
$483K +$477K +10,457 New
OPWM
510
Oregon Pacific Wealth Management
Oregon
$478K +$89.3K +1,958 +23%
LWM
511
LongView Wealth Management
Georgia
$472K -$81K -1,774 -15%
TPWA
512
TRUE Private Wealth Advisors
Oregon
$467K -$828K -18,136 -64%
Tudor Investment Corp
513
Tudor Investment Corp
Connecticut
$467K +$201K +4,404 +77%
RW
514
Ridgeline Wealth
Arizona
$463K -$1.46K -32 -0.3%
MHB
515
Midwest Heritage Bank
Iowa
$463K +$25.7K +563 +6%
PW
516
PUREfi Wealth
Massachusetts
$448K +$76K +1,665 +21%
PFS
517
Prospera Financial Services
Texas
$442K +$8.94K +196 +2%
AWM
518
Angeles Wealth Management
California
$440K +$435K +9,522 New
NRC
519
New Republic Capital
North Carolina
$436K -$486K -10,647 -53%
ST
520
Spinnaker Trust
Maine
$433K
GVAG
521
Great Valley Advisor Group
Delaware
$432K -$198K -4,346 -32%
GFPC
522
Global Financial Private Client
Florida
$428K -$11.6K -254 -3%
Susquehanna International Group
523
Susquehanna International Group
Pennsylvania
$424K -$1.17M -25,720 -74%
PAS
524
PKS Advisory Services
New York
$419K -$9.86K -216 -2%
ACC
525
Acorn Creek Capital
Colorado
$416K +$163K +3,574 +66%

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.