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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
GWMR
551
GC Wealth Management RIA
Massachusetts
$353K +$21.3K +467 +7%
RTC
552
Real Talk Capital
Tennessee
$351K +$3.65K +80 +1%
NG
553
Novem Group
New York
$348K +$38.5K +843 +13%
IA
554
Inspire Advisors
Idaho
$348K +$51.8K +1,135 +18%
BA
555
Bellwether Advisors
Nebraska
$348K -$8.53K -187 -2%
VWWMG
556
Vermillion & White Wealth Management Group
Pennsylvania
$339K
FPGK
557
Financial Partners Group (Kansas)
Kansas
$338K +$334K +7,314 New
M&T Bank
558
M&T Bank
New York
$335K +$331K +7,250 New
CSP
559
Cary Street Partners
Virginia
$334K +$6.84K +150 +2%
TC
560
Trilogy Capital
California
$333K -$43.9K -963 -12%
MT
561
Midwest Trust
Kansas
$321K +$317K +6,949 New
APWA
562
Atlas Private Wealth Advisors
New Jersey
$319K +$2.56K +56 +0.8%
1WA
563
180 Wealth Advisors
Washington
$314K -$73K -1,600 -19%
OPWM
564
Oxinas Partners Wealth Management
Indiana
$310K +$306K +6,704 New
IAIM
565
International Assets Investment Management
Florida
$308K -$5.89K -129 -2%
1SB
566
1ST Source Bank
Indiana
$307K +$303K +6,630 New
GWS
567
Greykasell Wealth Strategies
California
$306K -$612K -13,414 -67%
ES
568
ETF Store
Kansas
$306K -$1.19K -26 -0.4%
T
569
Transce3nd
Texas
$305K -$61.2K -1,341 -17%
AWM
570
Apex Wealth Management
New Hampshire
$305K -$138K -3,022 -31%
AT
571
Arlington Trust
Alabama
$300K
ANTB
572
AMG National Trust Bank
Colorado
$298K +$294K +6,441 New
VVP
573
Venture Visionary Partners
Ohio
$296K +$292K +6,400 New
PPC
574
Park Place Capital
Alabama
$295K -$334K -7,327 -53%
BDPWM
575
Barnes Dennig Private Wealth Management
Ohio
$295K +$291K +6,377 New

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.