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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
SWP
676
Strategic Wealth Partners
Ohio
$46.7K +$46.1K +1,010 New
CI
677
CX Institutional
Indiana
$41K
BBHC
678
Brown Brothers Harriman & Co
New York
$36.8K
HBW
679
Hazlett, Burt & Watson
West Virginia
$36K
FFC
680
First Financial Corp
Indiana
$35.5K
T
681
Tidemark
California
$33.6K -$3.37M -73,933 -99%
CAM
682
Chesapeake Asset Management
New York
$31.7K
JWA
683
JFS Wealth Advisors
Pennsylvania
$30.5K -$101K -2,207 -77%
IRC
684
Investors Research Corp
Georgia
$30.4K
NEWAS
685
N.E.W. Advisory Services
Wisconsin
$25.3K -$25K -547 -50%
MHR
686
Matthew Hamilton Rosenberg
$22.9K +$22.6K +495 New
RF
687
Robinswood Financial
Washington
$22.6K +$456 +10 +2%
PWM
688
Provident Wealth Management
Tennessee
$21.4K
HPC
689
HM Payson & Co
Maine
$20.7K +$20.4K +447 New
BWM
690
Bernard Wealth Management
Michigan
$19.6K
TFG
691
Team Financial Group
California
$18.6K +$18.3K +401 New
EB
692
Eastern Bank
Massachusetts
$17.2K +$17K +373 New
WTC
693
WhitTier Trust Company
Nevada
$17.2K
HIA
694
HFM Investment Advisors
New Jersey
$17.1K -$5.66K -124 -25%
BFP
695
Briaud Financial Planning
Texas
$17K +$17.8K +389 New
WWM
696
Wolff Wiese Magana
California
$16.6K -$2.51K -55 -13%
NC
697
North Capital
Utah
$14.6K +$91 +2 +0.6%
CWM
698
Cranbrook Wealth Management
Michigan
$14.4K -$1K -22 -7%
GEA
699
Glen Eagle Advisors
New Jersey
$13.7K +$13.5K +296 New
FDCDDQ
700
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K

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.