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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
TRCT
726
Tower Research Capital (TRC)
New York
$2.54K +$2.51K +55 New
DWM
727
Darwin Wealth Management
Florida
$2.03K +$2.01K +44 New
SWA
728
SOA Wealth Advisors
New York
$2.02K +$46 +1 +2%
AWM
729
AllSquare Wealth Management
New York
$1.53K
AIC
730
Archer Investment Corporation
Indiana
$925
FFO
731
Fortitude Family Office
Arizona
$878
SL
732
Salomon & Ludwin
Virginia
$782
NWM
733
Nova Wealth Management
Florida
$647 +$639 +14 New
HWM
734
HighMark Wealth Management
Minnesota
$462 +$456 +10 New
GWSA
735
Global Wealth Strategies & Associates
Colorado
$185 -$8.9K -195 -98%
EP
736
Essential Partners
California
$139 +$137 +3 New
Russell Investments Group
737
Russell Investments Group
United Kingdom
$103 -$41K -898 -100%
HI
738
Hoey Investments
Pennsylvania
$47
QWM
739
Quaker Wealth Management
New Jersey
$47 +$46 +1 New
HNB
740
Huntington National Bank
Ohio
$46
CIBC Private Wealth Group
741
CIBC Private Wealth Group
Georgia
$11
GCM
742
G2 Capital Management
Ohio
-$31M -673,228 Closed
Citadel Advisors
743
Citadel Advisors
Florida
-$11.8M -255,697 Closed
LGW
744
Leslie Global Wealth
Illinois
-$11.5M -249,866 Closed
TC
745
TownSquare Capital
Utah
-$9.94M -215,691 Closed
ARG
746
Advisory Resource Group
Oklahoma
-$6.18M -134,103 Closed
WFAG
747
Worth Financial Advisory Group
North Carolina
-$5.22M -113,324 Closed
GS
748
GTS Securities
New York
-$893K -19,376 Closed
QCG
749
Quadrant Capital Group
Ohio
-$714K -15,486 Closed
NPT
750
Nixon Peabody Trust
Massachusetts
-$631K -13,692 Closed

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.