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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
S
776
Sachetta
Massachusetts
-$149K -3,240 Closed
IWM
777
IMG Wealth Management
Florida
-$118K -2,565 Closed
NP
778
NorthRock Partners
Minnesota
-$65.3K -1,418 Closed
MMCM
779
Murphy & Mullick Capital Management
New York
-$47.4K -1,028 Closed
SIM
780
Synergy Investment Management
Florida
-$29.8K -647 Closed
Bessemer Group
781
Bessemer Group
New Jersey
-$17K -361 Closed
BAM
782
Bellevue Asset Management
Washington
-$14.2K -308 Closed
PMFA
783
Plante Moran Financial Advisors
Michigan
-$9.95K -216 Closed
JGCM
784
Joseph Group Capital Management
Ohio
-$8.85K -192 Closed
FRA
785
Front Row Advisors
California
-$7.97K -173 Closed
WAG
786
Wiser Advisor Group
Arizona
-$7.83K -170 Closed
GWS
787
Glassman Wealth Services
Virginia
-$6.87K -149 Closed
MBFW
788
Morton Brown Family Wealth
Pennsylvania
-$6.77K -147 Closed
BC
789
Barrett & Company
Rhode Island
-$6.13K -133 Closed
RIA
790
Realta Investment Advisors
Delaware
-$4.58K -99 Closed
GWM
791
Graybill Wealth Management
Illinois
-$3.41K -74 Closed
CFFP
792
Center for Financial Planning
Michigan
-$2.9K -63 Closed
LFG
793
Larson Financial Group
Missouri
-$2.17K -47 Closed
WA
794
Whipplewood Advisors
Colorado
-$26.7K -44 Closed
DF
795
Dunhill Financial
United Kingdom
-$549 -12 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.