We are live on ! Find out more
IUSB icon

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
CA
151
Claro Advisors
Massachusetts
$11.4M -$2.38M -52,173 -17%
MLA
152
My Legacy Advisors
Oregon
$11.4M -$372K -8,155 -3%
AR
153
Apeiron RIA
Texas
$11.1M -$2.81M -61,535 -20%
WIA
154
World Investment Advisors
California
$11M -$491K -10,753 -4%
WIM
155
WealthPlan Investment Management
Nebraska
$10.9M +$10.8M +236,764 New
GGS
156
Galvin Gaustad & Stein
Arizona
$10.9M +$197K +4,323 +2%
EL
157
EWA LLC
Pennsylvania
$10.8M +$1.52M +33,304 +17%
TWM
158
TSA Wealth Management
Texas
$10.6M -$284K -6,230 -3%
SFS
159
Security Financial Services
Indiana
$10.6M -$630K -13,807 -6%
CAG
160
Csenge Advisory Group
Florida
$10.5M +$116K +2,533 +1%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$10.4M -$2.22M -48,645 -18%
RA
162
RFG Advisory
Alabama
$9.93M -$2.78M -60,989 -22%
KG
163
Kilter Group
New York
$9.89M +$837K +18,347 +9%
OWM
164
Orgel Wealth Management
Wisconsin
$9.45M -$592K -12,981 -6%
OWCM
165
One Wealth Capital Management
Arizona
$9.44M -$153K -3,360 -2%
MFA
166
Mayflower Financial Advisors
Massachusetts
$9.18M -$1.24M -27,120 -12%
AWM
167
Apollon Wealth Management
South Carolina
$8.95M -$630K -13,799 -7%
FRA
168
FFG Retirement Advisors
Colorado
$8.92M -$3.53M -77,379 -29%
FA
169
Fedenia Advisers
Wisconsin
$8.86M -$2.44M -53,486 -22%
RCS
170
Retirement Capital Strategies
California
$8.76M -$576K -12,620 -6%
TSWM
171
Triangle Securities Wealth Management
North Carolina
$8.7M +$2.83K +62 +0%
BWMG
172
Barnes Wealth Management Group
California
$8.4M -$160K -3,507 -2%
SL
173
Sentinus LLC
Illinois
$8.34M -$783K -17,152 -9%
TWM
174
Tanager Wealth Management
United Kingdom
$8.3M +$8.19M +179,488 New
Cerity Partners
175
Cerity Partners
New York
$8.16M -$32K -701 -0.4%

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.