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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
CB
601
Commerce Bank
Missouri
$243K
OWA
602
Opal Wealth Advisors
New York
$241K -$45.9K -1,006 -16%
FA
603
Fermata Advisors
California
$241K -$31.1K -682 -12%
CPG
604
Cornerstone Planning Group
New Jersey
$241K -$151K -3,315 -39%
PWM
605
PMG Wealth Management
Illinois
$240K +$238K +5,208 New
BC
606
Brio Consultants
California
$239K +$236K +5,177 New
DWM
607
DecisionMap Wealth Management
Virginia
$239K -$1.55K -34 -0.7%
ICP
608
Impact Capital Partners
Colorado
$238K -$67.6K -1,482 -22%
Members Trust
609
Members Trust
Florida
$236K
Fisher Asset Management
610
Fisher Asset Management
Washington
$235K -$25.6K -561 -10%
RWM
611
Riverbend Wealth Management
South Carolina
$233K -$19.5K -427 -8%
SF
612
Synovus Financial
Georgia
$233K +$230K +5,043 New
AFG
613
Altiora Financial Group
Ohio
$229K
AAS
614
Ameritas Advisory Services
Nebraska
$226K -$56.9K -1,247 -20%
NCFG
615
New Century Financial Group
New Jersey
$225K +$222K +4,856 New
SCA
616
Scott Capital Advisors
Oregon
$218K
BPA
617
Beacon Pointe Advisors
California
$217K
FFA
618
Founders Financial Alliance
North Carolina
$217K +$44.7K +979 +26%
SCM
619
Soros Capital Management
New York
$216K
CB
620
Cadence Bank
Mississippi
$215K -$18.7K -409 -8%
PA
621
PSI Advisors
Florida
$213K +$38K +833 +22%
PFA
622
Professional Financial Advisors
Nebraska
$210K -$35.5K -778 -15%
BFPW
623
BOK Financial Private Wealth
Colorado
$209K +$1.37K +30 +0.7%
CPRC
624
Consolidated Portfolio Review Corp
New York
$207K +$204K +4,477 New
WAP
625
Wealthcare Advisory Partners
Pennsylvania
$207K +$204K +4,472 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.