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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
KWA
376
Kingswood Wealth Advisors
California
$1.24M
FTS
377
Fifth Third Securities
Ohio
$1.24M
MWA
378
MN Wealth Advisors
Kansas
$1.22M
CWM
379
Congress Wealth Management
Massachusetts
$1.2M
LA
380
Latitude Advisors
Florida
$1.2M
WPWM
381
Windward Private Wealth Management
Kansas
$1.2M
NB
382
NBT Bank
New York
$1.2M
BW
383
Blalock Williams
Alabama
$1.19M
CWM
384
Certus Wealth Management
California
$1.19M
MWP
385
Meridian Wealth Partners
Pennsylvania
$1.18M
PAMG
386
Patton Albertson Miller Group
Tennessee
$1.16M
CAM
387
Cresset Asset Management
Illinois
$1.16M
Citigroup
388
Citigroup
New York
$1.16M
PIA
389
Perennial Investment Advisors
California
$1.15M
EPP
390
ETF Portfolio Partners
Kansas
$1.15M
PCM
391
Parsons Capital Management
Rhode Island
$1.14M
SIS
392
Sound Income Strategies
Florida
$1.13M
AP
393
Appleton Partners
Massachusetts
$1.12M
SFA
394
Semmax Financial Advisors
North Carolina
$1.1M
VH
395
Visionary Horizons
Tennessee
$1.1M
LSWP
396
Liberty Square Wealth Partners
Pennsylvania
$1.1M
LL
397
LPWM LLC
Minnesota
$1.08M
LA
398
Lifeworks Advisors
Michigan
$1.08M
EL
399
EQ LLC
Washington
$1.08M
MC
400
Moors & Cabot
Massachusetts
$1.08M