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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
BTI
76
Blue Trust Inc
Georgia
$35.3M
MMA
77
Miracle Mile Advisors
California
$34.7M
JSA
78
Jacobson & Schmitt Advisors
Wisconsin
$34.5M
UF
79
Univest Financial
Pennsylvania
$33.9M
SB
80
Strategic Blueprint
Georgia
$32.2M
GAG
81
GM Advisory Group
New York
$31.8M
APW
82
Austin Private Wealth
Texas
$31.7M
HGWM
83
Horst & Graben Wealth Management
Oregon
$31.2M
OAP
84
One Advisory Partners
Kansas
$31.1M
SFO
85
Stokes Family Office
Louisiana
$30.8M
SW
86
Simplicity Wealth
New Jersey
$29.2M
TF
87
Trek Financial
Arizona
$28.6M
EWP
88
Elevation Wealth Partners
California
$27.8M
LWMI
89
Landmark Wealth Management (Illinois)
Illinois
$27.6M
I
90
INVST
Indiana
$27.6M
MWM
91
Modern Wealth Management
Kansas
$27.5M
PWM
92
Perigon Wealth Management
California
$27M
Legacy Financial Group (Iowa)
93
Legacy Financial Group (Iowa)
Iowa
$26.6M
KFSC
94
Keystone Financial Services (Colorado)
Colorado
$25.9M
BCM
95
Brookstone Capital Management
Illinois
$25M
Corient Private Wealth
96
Corient Private Wealth
Florida
$24.6M
AFG
97
Atomi Financial Group
New York
$24.3M
HighTower Advisors
98
HighTower Advisors
Illinois
$23.9M
PFG
99
PAX Financial Group
Texas
$23.9M
SF
100
Summit Financial
New Jersey
$23.8M