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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
PA
301
Parallel Advisors
California
$2.33M
VAS
302
Vestmark Advisory Solutions
Massachusetts
$2.31M
GSEP
303
Golden State Equity Partners
California
$2.28M
PTC
304
Private Trust Company
Ohio
$2.23M
WAL
305
W Advisors LLC
Tennessee
$2.2M
TWP
306
Tempus Wealth Planning
California
$2.17M
DC
307
Davenport & Co
Virginia
$2.09M
PIMG
308
Patriot Investment Management Group
Tennessee
$2.03M
KPWS
309
Kestra Private Wealth Services
Texas
$2.01M
CFG
310
Cooper Financial Group
California
$2.01M
FIM
311
Freedom Investment Management
Connecticut
$2M
BFS
312
BridgePort Financial Solutions
Iowa
$2M
OWP
313
ORG Wealth Partners
Texas
$2M
TWP
314
Tyche Wealth Partners
Texas
$1.98M
PCA
315
Prosperity Capital Advisors
Ohio
$1.98M
EP
316
Edgestream Partners
New Jersey
$1.97M
AFW
317
Avantra Family Wealth
Pennsylvania
$1.96M
D
318
Dentgroup
Louisiana
$1.95M
CIAS
319
Capital Investment Advisory Services
North Carolina
$1.94M
AQR Capital Management
320
AQR Capital Management
Connecticut
$1.9M
RFA
321
Resurgent Financial Advisors
Georgia
$1.89M
QWP
322
Quotient Wealth Partners
Texas
$1.86M
LIM
323
Leavell Investment Management
Alabama
$1.86M
GWM
324
Geneos Wealth Management
Colorado
$1.86M
CCM
325
Coldstream Capital Management
Washington
$1.85M