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iShares Core Universal USD Bond ETF

732 hedge funds and large institutions have $32.1B invested in iShares Core Universal USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 228 increasing their positions, 367 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

20% less funds holding in top 10

Funds holding in top 10: 11794 (-23)

38% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 367

Holders
732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
276
Seneca Financial Advisors
New York
$2.77M
EWA
277
Evolution Wealth Advisors
Florida
$2.76M
FAM
278
Forte Asset Management
New York
$2.72M
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$2.72M
EWA
280
Emergent Wealth Advisors
New York
$2.66M
SAM
281
Smartleaf Asset Management
Massachusetts
$2.66M
PIA
282
Pinion Investment Advisors
Kansas
$2.66M
SPC
283
Sigma Planning Corp
Michigan
$2.63M
IAG
284
Investment Advisory Group
Massachusetts
$2.6M
HCA
285
Heck Capital Advisors
Wisconsin
$2.58M
CA
286
CoreCap Advisors
Michigan
$2.58M
BW
287
Balance Wealth
Ohio
$2.58M
CWA
288
Clearview Wealth Advisors
Oregon
$2.57M
CFD
289
Creative Financial Designs
Indiana
$2.56M
JSL
290
JT Stratford LLC
Georgia
$2.55M
WA
291
Wealthstar Advisors
Texas
$2.53M
ACM
292
Absolute Capital Management
Pennsylvania
$2.53M
Thrivent Financial for Lutherans
293
Thrivent Financial for Lutherans
Minnesota
$2.5M
KPWG
294
KFA Private Wealth Group
Virginia
$2.48M
AWM
295
Able Wealth Management
New Jersey
$2.47M
EH
296
Equitable Holdings
New York
$2.46M
BIG
297
Bush Investment Group
Georgia
$2.43M
AP
298
Americana Partners
Texas
$2.36M
ONST
299
Old North State Trust
North Carolina
$2.34M
TCA
300
Transcend Capital Advisors
New Jersey
$2.34M