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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
QCIG
626
Quad-Cities Investment Group
Iowa
$204K -$29.8K -652 -13%
WJA
627
Willis Johnson & Associates
Texas
$203K -$4.75K -104 -2%
MFG
628
Magnus Financial Group
New York
$203K -$54.8K -1,200 -21%
RB
629
Renasant Bank
Mississippi
$203K -$286K -6,275 -59%
MWP
630
Madison Wealth Partners
Wisconsin
$201K -$10.1K -222 -5%
GC
631
Gilbert & Cook
Iowa
$201K
KFGG
632
Keystone Financial Group (Georgia)
Georgia
$201K +$127K +2,774 +173%
CA
633
Crewe Advisors
Utah
$194K +$191K +4,187 New
FGC
634
Financial Gravity Companies
Texas
$183K +$181K +3,957 New
BCMLT
635
Beacon Capital Management LLC (Tennessee)
Tennessee
$180K +$3.88K +85 +2%
SC
636
Stephens Consulting
Michigan
$168K
Qube Research & Technologies (QRT)
637
Qube Research & Technologies (QRT)
United Kingdom
$167K +$165K +3,609 New
SC
638
SouthState Corp
Florida
$162K -$78.4K -1,718 -33%
WSFS
639
Wilmington Savings Fund Society
Delaware
$158K -$3.33K -73 -2%
ETC
640
Exchange Traded Concepts
Oklahoma
$158K +$155K +3,407 New
RF
641
Rossby Financial
Florida
$156K +$3.97K +87 +3%
MIA
642
MeadowBrook Investment Advisors
Michigan
$151K
FMP
643
Financial Management Professionals
Texas
$150K -$27.4K -600 -16%
ITIM
644
Indiana Trust & Investment Management
Indiana
$142K
GWSG
645
GPS Wealth Strategies Group
Colorado
$142K -$10.3K -225 -7%
AAP
646
Arax Advisory Partners
Colorado
$139K -$23K -505 -14%
CT
647
Colonial Trust
South Carolina
$130K +$50.7K +1,112 +66%
FF
648
Finley Financial
Nevada
$125K
NMG
649
New Millennium Group
Utah
$116K
HIA
650
Harbor Investment Advisory
Maryland
$115K +$38.3K +839 +51%

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.