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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
AF
701
Alerus Financial
North Dakota
$12.2K +$12K +264 New
FCT
702
First Community Trust
Iowa
$12.2K +$12K +263 New
ADL
703
Asset Dedication LLC
California
$11.9K +$11.7K +257 New
WOSD
704
WFA of San Diego
California
$11.3K +$11.2K +245 New
VCM
705
Versant Capital Management
Arizona
$10.8K
MAWAG
706
Mid-American Wealth Advisory Group
Missouri
$10.2K +$10K +220 New
CFP
707
Comprehensive Financial Planning
Pennsylvania
$9.99K
CAWM
708
Capital A Wealth Management
Pennsylvania
$9.58K -$17.9K -392 -65%
TSMHT
709
Thurston Springer Miller Herd & Titak
Indiana
$9.57K
WAM
710
WFA Asset Management
Wisconsin
$9.28K +$91 +2 +1%
CT
711
Caldwell Trust
Florida
$8.51K
SFCL
712
Strengthening Families & Communities LLC
Massachusetts
$7.72K +$7.62K +167 New
PA
713
Pineridge Advisors
Missouri
$7.71K +$91 +2 +1%
CWM
714
Copia Wealth Management
Oregon
$7.58K +$7.48K +164 New
WWM
715
Woodside Wealth Management
Massachusetts
$7.54K
CBT
716
Crews Bank & Trust
Florida
$6.61K
EWM
717
EPG Wealth Management
Georgia
$5.64K
PGAM
718
Princeton Global Asset Management
New Jersey
$4.21K +$46 +1 +1%
BWL
719
Bogart Wealth LLC
Virginia
$4.21K
BNP Paribas Financial Markets
720
BNP Paribas Financial Markets
France
$4.16K -$73.4K -1,608 -95%
S
721
SignatureFD
Georgia
$3.93K
JFGIW
722
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.28K -$13.6K -298 -81%
TCM
723
TD Capital Management
Tennessee
$3.1K -$16.6K -363 -84%
CWP
724
Clark Wealth Partners
Illinois
$2.82K -$91.4K -2,002 -97%
VWM
725
Vermillion Wealth Management
Minnesota
$2.63K +$2.6K +57 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.