We are live on ! Find out more
IUSB icon

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
RFG
526
RFP Financial Group
Georgia
$413K -$53.8K -1,179 -12%
TWA
527
TCI Wealth Advisors
Arizona
$413K
TPWM
528
Twelve Points Wealth Management
Massachusetts
$412K +$40.6K +889 +11%
SWA
529
SFMG Wealth Advisors
Texas
$412K +$41.5K +910 +11%
BFG
530
Beacon Financial Group
Texas
$409K -$79.7K -1,746 -16%
RWIA
531
Roger Wittlin Investment Advisory
California
$407K +$402K +8,811 New
CF
532
Centaurus Financial
California
$406K -$17.2K -377 -4%
PWS
533
Precision Wealth Strategies
Missouri
$395K +$390K +8,555 New
SPWG
534
Syntegra Private Wealth Group
Missouri
$395K -$103K -2,266 -21%
SWM
535
SFG Wealth Management
Maryland
$393K +$388K +8,511 New
FCT
536
Family Capital Trust
Massachusetts
$393K
GWA
537
Genesis Wealth Advisors
Massachusetts
$388K -$60K -1,315 -14%
EE
538
EWG Elevate
California
$387K -$2.69K -59 -0.7%
MWM
539
Meridian Wealth Management
Kentucky
$384K -$14.6K -319 -4%
AWM
540
Avior Wealth Management
Nebraska
$380K -$22.1K -484 -6%
NS
541
NBC Securities
Alabama
$379K -$15.6K -342 -4%
ICP
542
Interchange Capital Partners
Pennsylvania
$377K -$61.7K -1,353 -14%
BHPW
543
Beverly Hills Private Wealth
California
$374K -$20.9K -459 -5%
HR
544
Howe & Rusling
New York
$373K +$3.42K +75 +0.9%
FWM
545
FLP Wealth Management
Arkansas
$371K -$17.9K -392 -5%
AWM
546
Axxcess Wealth Management
California
$365K -$776 -17 -0.2%
TAM
547
TCP Asset Management
Ohio
$361K
1CP
548
17 Capital Partners
Arizona
$359K -$622K -13,622 -64%
KCM
549
Kathmere Capital Management
Pennsylvania
$354K +$350K +7,665 New
Koshinski Asset Management
550
Koshinski Asset Management
Illinois
$354K

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.