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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
TPWM
526
Twelve Points Wealth Management
Massachusetts
$412K
SWA
527
SFMG Wealth Advisors
Texas
$412K
BFG
528
Beacon Financial Group
Texas
$409K
RWIA
529
Roger Wittlin Investment Advisory
California
$407K
CF
530
Centaurus Financial
California
$406K
PWS
531
Precision Wealth Strategies
Missouri
$395K
SPWG
532
Syntegra Private Wealth Group
Missouri
$395K
SWM
533
SFG Wealth Management
Maryland
$393K
FCT
534
Family Capital Trust
Massachusetts
$393K
GWA
535
Genesis Wealth Advisors
Massachusetts
$388K
EE
536
EWG Elevate
California
$387K
MWM
537
Meridian Wealth Management
Kentucky
$384K
AWM
538
Avior Wealth Management
Nebraska
$380K
NS
539
NBC Securities
Alabama
$379K
ICP
540
Interchange Capital Partners
Pennsylvania
$377K
BHPW
541
Beverly Hills Private Wealth
California
$374K
HR
542
Howe & Rusling
New York
$373K
FWM
543
FLP Wealth Management
Arkansas
$371K
AWM
544
Axxcess Wealth Management
California
$365K
TAM
545
TCP Asset Management
Ohio
$361K
1CP
546
17 Capital Partners
Arizona
$359K
KCM
547
Kathmere Capital Management
Pennsylvania
$354K
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$354K
GWMR
549
GC Wealth Management RIA
Massachusetts
$353K
RTC
550
Real Talk Capital
Tennessee
$351K