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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
PCIA
751
Prime Capital Investment Advisors
Kansas
-$579K -12,568 Closed
TVAMP
752
Tennessee Valley Asset Management Partners
Tennessee
-$508K -11,022 Closed
OCM
753
Objective Capital Management
Ohio
-$469K -10,188 Closed
KFG
754
Kingdom Financial Group
Arizona
-$464K -10,064 Closed
EI
755
Ellevest Inc
New York
-$439K -9,522 Closed
AWM
756
Abound Wealth Management
Tennessee
-$408K -8,848 Closed
KDA
757
Kraft Davis & Associates
Missouri
-$399K -8,792 Closed
SG
758
Stanich Group
New York
-$376K -8,156 Closed
HPC
759
Hobart Private Capital
North Carolina
-$336K -7,299 Closed
HWM
760
HB Wealth Management
Georgia
-$329K -7,134 Closed
CG
761
Cynosure Group
Utah
-$328K -7,110 Closed
VA
762
VestGen Advisors
Illinois
-$316K -6,860 Closed
FCI
763
Financial Counselors Inc
Kansas
-$307K -6,670 Closed
SHGA
764
Sand Hill Global Advisors
California
-$303K -6,570 Closed
RF
765
RHS Financial
California
-$298K -6,467 Closed
FSC
766
Full Sail Capital
Oklahoma
-$292K -6,333 Closed
DI
767
Disciplined Investments
Oklahoma
-$283K -6,137 Closed
EWM
768
Evercore Wealth Management
New York
-$268K -5,811 Closed
VAM
769
Verity Asset Management
North Carolina
-$266K -5,779 Closed
PFA
770
Pettinga Financial Advisors
Indiana
-$265K -5,744 Closed
CRI
771
Commonwealth Retirement Investments
Virginia
-$239K -5,190 Closed
WP
772
Westmount Partners
California
-$226K -4,908 Closed
OC
773
Oppenheimer & Co
New York
-$212K -4,608 Closed
SMH
774
Sanders Morris Harris
Texas
-$209K -4,538 Closed
CAM
775
Clark Asset Management
New Hampshire
-$208K -4,520 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.