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iShares Core Universal USD Bond ETF

837 hedge funds and large institutions have $35.3B invested in iShares Core Universal USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 459 increasing their positions, 212 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 212

30% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 60

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

0.48% more ownership

Funds ownership: 97.84%98.32% (+0.48%)

0% less funds holding

Funds holding: 839837 (-2)

2% less capital invested

Capital invested by funds: $36.2B → $35.3B (-$903M)

Holders
837
Holders Change
-2
Holders Change %
-0.24%
% of All Funds
10.31%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.33%
New
78
Increased
459
Reduced
212
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.15B +$652M +13,988,989 +12%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.65B +$141M +3,022,787 +4%
BlackRock
3
BlackRock
New York
$3.27B -$52M -1,116,399 -2%
Wells Fargo
4
Wells Fargo
California
$2.29B +$75.3M +1,616,099 +3%
LPL Financial
5
LPL Financial
California
$2.18B +$82.7M +1,775,051 +4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.4B +$79.9M +1,715,293 +6%
Morgan Stanley
7
Morgan Stanley
New York
$1.2B +$59.6M +1,278,158 +5%
Mariner
8
Mariner
Kansas
$875M +$132M +2,827,907 +18%
JP Morgan Chase
9
JP Morgan Chase
New York
$826M +$2.93M +62,788 +0.4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$814M +$19.7M +422,500 +2%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$579M +$3.25M +69,763 +0.6%
Ameriprise
12
Ameriprise
Minnesota
$533M +$20M +429,310 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$507M +$62.2M +1,333,886 +14%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$464M +$24.2M +520,120 +5%
PAS
15
Park Avenue Securities
New York
$414M +$16.4M +352,950 +4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$356M +$28.8M +618,614 +9%
KIM
17
Kestra Investment Management
Texas
$353M +$142M +3,041,472 +66%
OIA
18
OneDigital Investment Advisors
Kansas
$351M +$34M +729,973 +11%
MML Investors Services
19
MML Investors Services
Massachusetts
$336M -$8.05M -172,727 -2%
SWM
20
SigFig Wealth Management
California
$242M +$28.1M +603,965 +13%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233M +$232M +4,982,541 +7,027%
Raymond James Financial
22
Raymond James Financial
Florida
$228M +$19.2M +411,929 +9%
WANY
23
Wealthspire Advisors (New York)
New York
$218M +$5.1M +109,429 +2%
GM
24
GeoWealth Management
Illinois
$215M +$3.81M +81,788 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$199M +$15.1M +324,754 +8%