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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
AC
101
Apella Capital
Connecticut
$23.7M
WA
102
Wealth Alliance
New York
$23.6M
PS
103
Principal Securities
Iowa
$21.6M
SA
104
Skyline Advisors
Washington
$21.2M
AWM
105
AE Wealth Management
Kansas
$20.9M
KW
106
KWB Wealth
California
$20.8M
SVWG
107
Shared Vision Wealth Group
United States
$19.8M
BOH
108
Bank of Hawaii
Hawaii
$19.8M
CAL
109
Capital Analysts LLC
Pennsylvania
$19.7M
RIA
110
Regal Investment Advisors
Michigan
$19.7M
WWA
111
WCG Wealth Advisors
Nevada
$19.6M
PAG
112
Private Advisor Group
New Jersey
$19.4M
CIAS
113
CFS Investment Advisory Services
New Jersey
$19.3M
CPBTD
114
Central Pacific Bank - Trust Division
Hawaii
$18.1M
OWA
115
One Wealth Advisors
California
$17.7M
DPI
116
Diversified Portfolios Inc
Michigan
$17.6M
USCWA
117
U.S. Capital Wealth Advisors
Texas
$17.2M
WWG
118
West Wealth Group
California
$17.1M
GRP
119
Global Retirement Partners
California
$17.1M
PMWMG
120
Parr McKnight Wealth Management Group
Minnesota
$16.7M
MFG
121
Merit Financial Group
Georgia
$16.4M
OWM
122
Opes Wealth Management
California
$16.1M
SA
123
Sovran Advisors
California
$16.1M
TVM
124
True Vision MN
Minnesota
$16M
FCM
125
Firestone Capital Management
Florida
$15.9M