iShares Core Universal USD Bond ETF
IUSB
730 hedge funds and large institutions have $32.4B invested in iShares Core Universal USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 271 increasing their positions, 320 reducing their positions, and 53 closing their positions.
51% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 53
1% more funds holding
Funds holding: 720 → 730 (+10)
1% more capital invested
Capital invested by funds: $32B → $32.4B (+$441M)
2.69% less ownership
Funds ownership: 100.9% → 98.21% (-2.7%)
11% less funds holding in top 10
Funds holding in top 10: 132 → 117 (-15)
15% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 320
72% less call options, than puts
Call options by funds: $5K | Put options by funds: $18K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$155M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$84.6M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$78.2M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$55.7M |
| 5 |
SW
SoFi Wealth
San Francisco,
California
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$240M |
| 2 |
BlackRock
New York
|
-$174M |
| 3 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$73M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$51M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$43.7M |
IUSB Hedge Fund Activity: Q1 2025 in Review
730 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2025, worth a combined $32.4B — up 1.4% from $32B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IUSB positions and 53 closed out — a net gain of 27 holders — while 271 added to existing stakes and 320 trimmed.
The largest buyer was LPL Financial, adding an estimated $155M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $240M.
- 730 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2025, up from 720 in Q4 2024.
- Funds reported $32.4B of iShares Core Universal USD Bond ETF stock for Q1 2025, up 1.4% quarter-over-quarter.
- 80 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2025 and 53 closed out, a net change of +27 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $155M added.
- The largest iShares Core Universal USD Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $240M sold.
Based on aggregated 13F filings for Q1 2025.