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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
VCP
201
Verus Capital Partners
Arizona
$6.42M -$1.23M -26,944 -16%
BRWA
202
B. Riley Wealth Advisors
Florida
$6.42M +$6.34M +138,944 New
VPP
203
Vertex Planning Partners
Illinois
$6.42M -$1.22M -26,732 -16%
SWP
204
Sagespring Wealth Partners
Tennessee
$6.36M +$161K +3,532 +3%
VNA
205
Valley National Advisers
Pennsylvania
$6.2M -$89.9K -1,971 -1%
MYIA
206
Mount Yale Investment Advisors
Colorado
$6.19M +$885K +19,390 +17%
LRIA
207
Leonard Rickey Investment Advisors
Washington
$6.08M -$7.36M -161,282 -55%
RFP
208
RCS Financial Planning
Maryland
$6.05M -$67.5K -1,480 -1%
ATPW
209
Ashton Thomas Private Wealth
Arizona
$6M -$811K -17,781 -12%
PA
210
PFW Advisors
Georgia
$5.95M -$68.9K -1,510 -1%
FAIM
211
Financial Advocates Investment Management
Washington
$5.91M +$3.91M +85,759 +204%
RW
212
Regimen Wealth
Georgia
$5.84M -$1.48M -32,417 -20%
WIM
213
Westside Investment Management
California
$5.82M +$35.6K +780 +0.6%
Invesco
214
Invesco
Georgia
$5.73M -$925K -20,266 -14%
TWM
215
Tradition Wealth Management
Minnesota
$5.73M -$1.46M -32,025 -21%
E3F
216
Eight 31 Financial
Texas
$5.53M -$8.21K -180 -0.2%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$5.45M -$1.87M -41,065 -26%
OP
218
ORG Partners
Indiana
$5.37M +$834K +18,287 +19%
Goldman Sachs
219
Goldman Sachs
New York
$5.14M -$3.66M -80,141 -42%
BAWM
220
Bennett Associates Wealth Management
Pennsylvania
$5.06M -$59.3K -1,300 -1%
CWI
221
Conscious Wealth Investments
Florida
$5.05M +$40K +877 +0.8%
LIA
222
LifePlan Investment Advisors
North Carolina
$5.04M +$93.2K +2,043 +2%
IP
223
Ignite Planners
California
$4.99M +$299K +6,559 +6%
CNBOF
224
City National Bank of Florida
Florida
$4.82M +$1.7M +37,200 +56%
VWM
225
Venturi Wealth Management
Texas
$4.73M -$23.1K -507 -0.5%

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.