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
SHJ
51
Sharkey, Howes & Javer
Colorado
$60.2M -$7.19M -157,594 -11%
KAS
52
Kestra Advisory Services
Texas
$59.8M -$1.96M -42,966 -3%
BAAM
53
Baker Avenue Asset Management
California
$57.9M +$1.38M +30,190 +2%
ACA
54
Affinity Capital Advisors
California
$55.6M +$2.72M +59,529 +5%
SW
55
SteelPeak Wealth
California
$55.5M -$6.21M -136,076 -10%
AI
56
Atria Investments
North Carolina
$54.9M -$8.31M -182,163 -13%
IWA
57
Icon Wealth Advisors
Texas
$53.1M -$999K -21,891 -2%
SAI
58
Savvy Advisors Inc
New York
$52.2M +$8.77M +192,240 +21%
HFA
59
High Falls Advisors
New York
$51.7M -$5.16M -112,981 -9%
SHIM
60
Stone House Investment Management
Pennsylvania
$51.6M -$231K -5,052 -0.5%
P
61
&Partners
Tennessee
$51.4M +$23.6M +517,901 +88%
AWS
62
Atria Wealth Solutions
New York
$50.6M -$45.4M -994,055 -48%
IDA
63
Intelligence Driven Advisers
California
$48.3M +$3.32M +72,816 +7%
AAS
64
Avantax Advisory Services
Texas
$47.4M -$497K -10,886 -1%
AWE
65
Avidian Wealth Enterprises
Texas
$46.3M +$1.31M +28,709 +3%
CW
66
CreativeOne Wealth
Kansas
$44.2M -$4.35M -95,255 -9%
DWM
67
Destination Wealth Management
California
$43M +$254K +5,572 +0.6%
KeyBank National Association
68
KeyBank National Association
Ohio
$42.6M -$1.2M -26,384 -3%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$42.2M +$328K +7,196 +0.8%
OC
70
Oarsman Capital
Wisconsin
$41.7M +$10.7M +234,233 +35%
RFC
71
Regions Financial Corp
Alabama
$41.4M +$675K +14,800 +2%
GSIS
72
Global Strategic Investment Solutions
Arizona
$39.9M +$4.4M +96,387 +13%
BCI
73
Brinker Capital Investments
Pennsylvania
$38.1M +$10.6M +231,576 +39%
SI
74
Stash Investments
New York
$37M +$2.95M +64,579 +9%
IA
75
Integrity Alliance
Iowa
$37M +$5.73M +125,565 +19%

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.