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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
FEM
476
Fulcrum Equity Management
Texas
$615K
SAM
477
Strategy Asset Managers
California
$613K
PJSIMP
478
P.J. Schmidt Investment Management (PJS)
Wisconsin
$600K
VA
479
Valmark Advisers
Ohio
$597K
GAM
480
Gotham Asset Management
New York
$596K
Charles Schwab
481
Charles Schwab
California
$595K
CCWA
482
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$586K
IWP
483
Insight Wealth Partners
Texas
$583K
PP
484
Prosperity Planning
Missouri
$576K
FBB
485
Fulton Breakefield Broenniman
Maryland
$576K
JSW
486
Journey Strategic Wealth
New Jersey
$569K
LFG
487
Lockerman Financial Group
California
$561K
CWM
488
Cahaba Wealth Management
Georgia
$561K
GSWM
489
Golden State Wealth Management
California
$549K
TA
490
TrueWealth Advisors
Alabama
$549K
CFS
491
Coordinated Financial Services
Colorado
$547K
WFC
492
Western Financial Corp
California
$545K
TPCW
493
TD Private Client Wealth
New York
$544K
OMC
494
Old Mission Capital
Illinois
$542K
RCAG
495
Rehmann Capital Advisory Group
Michigan
$541K
DIA
496
Davidson Investment Advisors
Montana
$540K
IWM
497
IHT Wealth Management
Illinois
$532K
Bank of Montreal
498
Bank of Montreal
Ontario, Canada
$530K
AWM
499
Accurate Wealth Management
Florida
$527K
RPSA
500
Richard P. Slaughter Associates
Texas
$515K