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iShares Core Universal USD Bond ETF

734 hedge funds and large institutions have $32.2B invested in iShares Core Universal USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 368 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: 229 | Existing positions reduced: 368

Holders
734
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
SHJ
51
Sharkey, Howes & Javer
Colorado
$60.2M
KAS
52
Kestra Advisory Services
Texas
$59.8M
BAAM
53
Baker Avenue Asset Management
California
$57.9M
ACA
54
Affinity Capital Advisors
California
$55.6M
SW
55
SteelPeak Wealth
California
$55.5M
AI
56
Atria Investments
North Carolina
$54.9M
IWA
57
Icon Wealth Advisors
Texas
$53.1M
SAI
58
Savvy Advisors Inc
New York
$52.2M
HFA
59
High Falls Advisors
New York
$51.7M
SHIM
60
Stone House Investment Management
Pennsylvania
$51.6M
P
61
&Partners
Tennessee
$51.4M
AWS
62
Atria Wealth Solutions
New York
$50.6M
IDA
63
Intelligence Driven Advisers
California
$48.3M
AAS
64
Avantax Advisory Services
Texas
$47.4M
AWE
65
Avidian Wealth Enterprises
Texas
$46.3M
CW
66
CreativeOne Wealth
Kansas
$44.2M
DWM
67
Destination Wealth Management
California
$43M
KeyBank National Association
68
KeyBank National Association
Ohio
$42.6M
Baird Financial Group
69
Baird Financial Group
Wisconsin
$42.2M
OC
70
Oarsman Capital
Wisconsin
$41.7M
RFC
71
Regions Financial Corp
Alabama
$41.4M
GSIS
72
Global Strategic Investment Solutions
Arizona
$39.9M
BCI
73
Brinker Capital Investments
Pennsylvania
$38.1M
SI
74
Stash Investments
New York
$37M
IA
75
Integrity Alliance
Iowa
$37M