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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
AFAS
576
Acorn Financial Advisory Services
Virginia
$294K -$37K -811 -11%
SFG
577
Snider Financial Group
Washington
$294K -$4.29K -94 -1%
GB
578
Goepper Burkhardt
South Carolina
$293K -$104K -2,274 -26%
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$288K -$48.6K -1,066 -15%
NRI
580
NFP Retirement Inc
California
$285K -$90.1K -1,975 -24%
DWG
581
Darden Wealth Group
Michigan
$284K +$1.37K +30 +0.5%
DWP
582
Destiny Wealth Partners
Florida
$282K -$3.47K -76 -1%
SP
583
Successful Portfolios
Florida
$280K -$456 -10 -0.2%
DT
584
Diversified Trust
Tennessee
$280K +$1.87K +41 +0.7%
NW
585
NewEdge Wealth
Pennsylvania
$278K +$73.4K +1,608 +36%
BCA
586
Bay Colony Advisors
Massachusetts
$274K +$91 +2 +0%
MCM
587
MAI Capital Management
Ohio
$270K +$4.29K +94 +2%
AB
588
Atlas Brown
Kentucky
$269K -$8.81K -193 -3%
TIM
589
Total Investment Management
Arizona
$263K
HP
590
Holistic Planning
Texas
$260K +$20.2K +443 +9%
PB
591
Pinnacle Bancorp
Nebraska
$259K
BWP
592
Balboa Wealth Partners
Arizona
$259K +$255K +5,599 New
ML
593
McAdam LLC
Pennsylvania
$259K -$25.3K -554 -9%
TAM
594
Tucker Asset Management
Colorado
$253K +$133K +2,911 +113%
OAS
595
Optivise Advisory Services
Tennessee
$250K
AFA
596
Arlington Financial Advisors
California
$248K +$245K +5,366 New
HS
597
Horan Securities
United States
$247K +$5.02K +110 +2%
Brown Advisory
598
Brown Advisory
Maryland
$246K +$242K +5,314 New
FSA
599
Financial Sense Advisors
California
$246K -$17.3K -379 -7%
MPW
600
Magnolia Private Wealth
Pennsylvania
$244K -$3.92K -86 -2%

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.