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
National Bank of Canada
651
National Bank of Canada
Quebec, Canada
$115K
EWM
652
Evolution Wealth Management
Florida
$113K +$111K +2,440 New
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$104K +$64.7K +1,417 +172%
TIM
654
Thompson Investment Management
Wisconsin
$102K
CFO
655
CVA Family Office
Colorado
$91K
CJH
656
Christopher J. Hasenberg
Wisconsin
$85.2K
WTFG
657
Wood Tarver Financial Group
Idaho
$81K
TF
658
Tompkins Financial
New York
$80.2K
IHWM
659
Iron Horse Wealth Management
Iowa
$79.7K
GA
660
GoalVest Advisory
New York
$75.1K +$74.2K +1,625 New
PWAM
661
Private Wealth Asset Management
Iowa
$72.4K -$98.8K -2,166 -58%
Q1WB
662
Quest 10 Wealth Builders
Virginia
$67.9K -$9.04K -198 -12%
SIC
663
Salem Investment Counselors
North Carolina
$63.5K
MAS
664
MPWM Advisory Solutions
Georgia
$61.7K
KFI
665
Key Financial Inc
Pennsylvania
$54.8K +$12.5K +275 +30%
RFG
666
REAP Financial Group
Texas
$52.8K
AUB
667
Atlantic Union Bankshares
Virginia
$51.5K +$50.9K +1,115 New
AIM
668
Anchor Investment Management
South Carolina
$51.4K +$50.7K +1,112 New
LFA
669
LGT Financial Advisors
Texas
$50.4K -$2.78K -61 -5%
VWA
670
Valued Wealth Advisors
Utah
$50.2K -$1.73K -38 -3%
Fifth Third Bancorp
671
Fifth Third Bancorp
Ohio
$48.6K -$45.2K -990 -48%
Franklin Resources
672
Franklin Resources
California
$48.5K -$76.3K -1,671 -61%
FWP
673
FAS Wealth Partners
Kansas
$48.1K +$502 +11 +1%
SOS
674
Silver Oak Securities
Tennessee
$47.8K +$6.89K +151 +17%
AC
675
AlphaCore Capital
California
$47.6K

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.