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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
ASN
176
Advisory Services Network
Georgia
$8.09M -$139K -3,039 -2%
TPWA
177
Twin Peaks Wealth Advisors
California
$8.02M +$349K +7,649 +5%
C1AG
178
Client 1st Advisory Group
Florida
$7.97M +$256K +5,619 +3%
SWA
179
Sax Wealth Advisors
New Jersey
$7.83M +$2.77M +60,659 +56%
CWM
180
Centurion Wealth Management
Virginia
$7.83M -$77.8K -1,704 -1%
KV
181
Kickstand Ventures
New York
$7.75M -$742K -16,263 -9%
TPA
182
Trivium Point Advisory
Connecticut
$7.71M -$212K -4,635 -3%
CC
183
Copperleaf Capital
North Carolina
$7.66M +$58.2K +1,276 +0.8%
CWS
184
Cypress Wealth Services
California
$7.53M -$404K -8,845 -5%
EWA
185
EP Wealth Advisors
California
$7.48M +$7.06M +154,643 +2,188%
FFN
186
Focus Financial Network
Minnesota
$7.46M -$1.58M -34,585 -18%
Renaissance Technologies
187
Renaissance Technologies
New York
$7.44M -$1.62M -35,400 -18%
QFA
188
Quattro Financial Advisors
Texas
$7.22M -$142K -3,121 -2%
YWM
189
Yukon Wealth Management
Kansas
$7.2M +$107K +2,350 +2%
MOS
190
MGO One Seven
Ohio
$7.18M +$6.37M +139,693 +889%
SL
191
SWMG LLC
Texas
$7.12M -$6.45M -141,372 -48%
BWA
192
BCU Wealth Advisors
Illinois
$7.06M -$189K -4,143 -3%
GWP
193
Gateway Wealth Partners
Wisconsin
$7.05M +$191K +4,181 +3%
IA
194
IFP Advisors
Florida
$7M +$555K +12,173 +9%
SCM
195
Saxony Capital Management
Missouri
$6.91M +$4.19M +91,821 +159%
NCM
196
New Capital Management
Texas
$6.9M +$6.81M +149,289 New
RFM
197
Royal Fund Management
Florida
$6.86M +$212K +4,655 +3%
DAS
198
Diversify Advisory Services
Utah
$6.63M -$2.03M -44,439 -24%
HC
199
Hoese & Co
Minnesota
$6.45M -$396K -8,674 -6%
SCA
200
Snowden Capital Advisors
New York
$6.44M -$1.1M -24,037 -15%

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.