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iShares Core Universal USD Bond ETF

839 hedge funds and large institutions have $36.2B invested in iShares Core Universal USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 371 increasing their positions, 243 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
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
LWA
526
LifeGoal Wealth Advisors
New York
$618K
FWM
527
FLP Wealth Management
Arkansas
$614K
CWM
528
Cahaba Wealth Management
Georgia
$606K
ECM
529
Ethos Capital Management
Pennsylvania
$606K
ECM
530
Evergreen Capital Management
Washington
$605K
PFA
531
Pinnacle Family Advisors
Missouri
$600K
SWP
532
Semus Wealth Partners
Florida
$598K
CMAI
533
Capital Management Associates Inc
Minnesota
$582K
RWIA
534
Roger Wittlin Investment Advisory
California
$579K
PWS
535
Precision Wealth Strategies
Missouri
$577K
CPC
536
Cadia Private Client
New Jersey
$573K
TA
537
TrueWealth Advisors
Alabama
$573K
IWM
538
IHT Wealth Management
Illinois
$571K
LFG
539
Lockerman Financial Group
California
$551K
DIA
540
Davidson Investment Advisors
Montana
$551K
EAM
541
Empirical Asset Management
Massachusetts
$547K
PI
542
PFG Investments
New York
$547K
LBC
543
Lane Brothers & Co
Arizona
$546K
FA
544
Flagstar Advisors
New York
$545K
AWMI
545
Aegis Wealth Management (Iowa)
Iowa
$543K
Bank of Montreal
546
Bank of Montreal
Ontario, Canada
$541K
PFPG
547
Pinnacle Financial Partners (Georgia)
Georgia
$539K
FEM
548
Fulcrum Equity Management
Texas
$539K
GWMR
549
GC Wealth Management RIA
Massachusetts
$528K
TIAA Trust, National Association
550
TIAA Trust, National Association
North Carolina
$516K