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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
FCM
126
Firestone Capital Management
Florida
$15.9M -$326K -7,139 -2%
5W
127
5T Wealth
California
$15.6M -$716K -15,700 -4%
B
128
Bensler
Washington
$15.5M -$2.26M -49,446 -13%
CAS
129
Coppell Advisory Solutions
Texas
$15.3M +$15.1M +331,643 New
ACA
130
Aptus Capital Advisors
Alabama
$15.2M -$5.97M -130,778 -28%
HPM
131
Hoxton Planning & Management
West Virginia
$14.9M -$622K -13,638 -4%
Comerica Bank
132
Comerica Bank
Texas
$14.8M +$1.13M +24,791 +8%
FPCG
133
Forum Private Client Group
Indiana
$14.6M +$648K +14,209 +5%
GWANC
134
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.4M -$5.45M -119,417 -28%
FLA
135
Financial Life Advisors
Texas
$14.4M -$968K -21,217 -6%
LWM
136
Liberty Wealth Management
California
$14.4M +$70K +1,533 +0.5%
PA
137
PFG Advisors
Arizona
$14.2M +$248K +5,444 +2%
WP
138
WealthShield Partners
North Carolina
$13.6M -$949K -20,790 -7%
MA
139
Mutual Advisors
Nebraska
$13.4M -$4.19M -91,838 -24%
EF
140
Elite Financial
Idaho
$13.3M +$286K +6,274 +2%
TIA
141
Tiemann Investment Advisors
California
$13.3M +$3.47K +76 +0%
WA
142
Waverly Advisors
Alabama
$13.2M -$87.7K -1,921 -0.7%
FHA
143
First Horizon Advisors
Tennessee
$12.9M +$778K +17,057 +7%
EPW
144
Endeavor Private Wealth
Kansas
$12.8M +$240K +5,256 +2%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$12.3M -$108K -2,357 -0.9%
SF
146
SWP Financial
California
$12.2M -$1.98M -43,483 -14%
LPAM
147
Lodestar Private Asset Management
California
$12.1M +$194K +4,253 +2%
AA
148
Ancora Advisors
Ohio
$12M +$532K +11,649 +5%
DADC
149
D.A. Davidson & Co
Montana
$11.9M -$139K -3,043 -1%
SWP
150
Summit Wealth Partners
Florida
$11.5M +$1.29M +28,317 +13%

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.