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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
BHWM
101
Bay Harbor Wealth Management
Maryland
$23.8M -$1.79M -39,278 -7%
AC
102
Apella Capital
Connecticut
$23.7M +$9.02M +197,729 +62%
WA
103
Wealth Alliance
New York
$23.6M +$74.7K +1,637 +0.3%
PS
104
Principal Securities
Iowa
$21.6M +$2.99M +65,520 +16%
SA
105
Skyline Advisors
Washington
$21.2M +$273K +5,991 +1%
AWM
106
AE Wealth Management
Kansas
$20.9M -$2.47M -54,112 -11%
KW
107
KWB Wealth
California
$20.8M +$8.95M +196,201 +77%
SVWG
108
Shared Vision Wealth Group
United States
$19.8M -$1.84M -40,282 -9%
BOH
109
Bank of Hawaii
Hawaii
$19.8M -$24K -526 -0.1%
CAL
110
Capital Analysts LLC
Pennsylvania
$19.7M +$496K +10,863 +3%
RIA
111
Regal Investment Advisors
Michigan
$19.7M -$569K -12,479 -3%
WWA
112
WCG Wealth Advisors
Nevada
$19.6M +$534K +11,699 +3%
PAG
113
Private Advisor Group
New Jersey
$19.4M +$2.4M +52,701 +14%
CIAS
114
CFS Investment Advisory Services
New Jersey
$19.3M -$3.84M -84,213 -17%
CPBTD
115
Central Pacific Bank - Trust Division
Hawaii
$18.1M -$322K -7,065 -2%
OWA
116
One Wealth Advisors
California
$17.7M -$4.34M -95,163 -20%
DPI
117
Diversified Portfolios Inc
Michigan
$17.6M -$3.41M -74,734 -16%
USCWA
118
U.S. Capital Wealth Advisors
Texas
$17.2M -$455K -9,962 -3%
WWG
119
West Wealth Group
California
$17.1M +$163K +3,571 +1%
GRP
120
Global Retirement Partners
California
$17.1M +$16.8M +369,025 New
PMWMG
121
Parr McKnight Wealth Management Group
Minnesota
$16.7M -$1.8M -39,536 -10%
MFG
122
Merit Financial Group
Georgia
$16.4M +$249K +5,463 +2%
OWM
123
Opes Wealth Management
California
$16.1M -$672K -14,736 -4%
SA
124
Sovran Advisors
California
$16.1M -$3.43M -75,167 -18%
TVM
125
True Vision MN
Minnesota
$16M -$2.15M -47,077 -12%

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.