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iShares Core Universal USD Bond ETF

831 hedge funds and large institutions have $35.1B invested in iShares Core Universal USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 454 increasing their positions, 211 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
TA
551
TrueWealth Advisors
Alabama
$545K
FEM
552
Fulcrum Equity Management
Texas
$542K
LBC
553
Lane Brothers & Co
Arizona
$539K
AG
554
AmeriFlex Group
Nevada
$534K
LWA
555
LifeGoal Wealth Advisors
New York
$534K
FA
556
Flagstar Advisors
New York
$534K
PAS
557
PKS Advisory Services
New York
$534K
Bank of Montreal
558
Bank of Montreal
Ontario, Canada
$525K
PW
559
PUREfi Wealth
Massachusetts
$513K
SSA
560
Shepherd Street Advisors
California
$511K
CFS
561
Coordinated Financial Services
Colorado
$510K
TFCP
562
Twin Focus Capital Partners
Massachusetts
$503K
RCAG
563
Rehmann Capital Advisory Group
Michigan
$503K
EWA
564
Emergent Wealth Advisors
New York
$496K
BAMG
565
Brand Asset Management Group
Missouri
$491K
MT
566
Midwest Trust
Kansas
$490K
SWA
567
SFMG Wealth Advisors
Texas
$483K
WFC
568
Western Financial Corp
California
$480K
FT
569
Fiduciary Trust
Massachusetts
$477K
ECM
570
Ethos Capital Management
Pennsylvania
$470K
HP
571
Holistic Planning
Texas
$469K
HCC
572
Hirtle Callaghan & Co
Pennsylvania
$467K
RW
573
Ridgeline Wealth
Arizona
$462K
KFG
574
Kingdom Financial Group
Arizona
$461K
LAS
575
Lloyd Advisory Services
Georgia
$461K