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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
MWA
351
Merkkuri Wealth Advisors
New York
$1.6M
TL
352
Tradewinds LLC
North Carolina
$1.6M
SCP
353
Silverleafe Capital Partners
Tennessee
$1.59M
BFA
354
Beacon Financial Advisory
Ohio
$1.55M
Lido Advisors
355
Lido Advisors
California
$1.54M
RIS
356
Richmond Investment Services
Wisconsin
$1.5M
PFM
357
Phillips Financial Management
Indiana
$1.5M
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$1.48M
RFG
359
Range Financial Group
Oregon
$1.48M
KFS
360
Kelly Financial Services
Massachusetts
$1.47M
LW
361
Linscomb Wealth
Texas
$1.46M
FG
362
Foster Group
Iowa
$1.44M
WA
363
WBH Advisory
Maryland
$1.42M
NCM
364
Northwest Capital Management
Oregon
$1.4M
HKIMG
365
Hutchens & Kramer Investment Management Group
Indiana
$1.4M
OLVIG
366
Oliver Lagore Vanvalin Investment Group
Michigan
$1.39M
WEG
367
World Equity Group
Illinois
$1.39M
TPI
368
Trust Point Inc
Wisconsin
$1.39M
SI
369
Stephens Inc
Arkansas
$1.38M
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$1.37M
JWCA
371
J.W. Cole Advisors
Florida
$1.33M
AA
372
Argent Advisors
Louisiana
$1.33M
FF
373
Farrell Financial
New York
$1.29M
KFAA
374
Klaas Financial Asset Advisors
Illinois
$1.28M
MCA
375
MSH Capital Advisors
Arizona
$1.28M