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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
BHWM
101
Bay Harbor Wealth Management
Maryland
$23.8M
AC
102
Apella Capital
Connecticut
$23.7M
WA
103
Wealth Alliance
New York
$23.6M
PS
104
Principal Securities
Iowa
$21.6M
SA
105
Skyline Advisors
Washington
$21.2M
AWM
106
AE Wealth Management
Kansas
$20.9M
KW
107
KWB Wealth
California
$20.8M
SVWG
108
Shared Vision Wealth Group
United States
$19.8M
BOH
109
Bank of Hawaii
Hawaii
$19.8M
CAL
110
Capital Analysts LLC
Pennsylvania
$19.7M
RIA
111
Regal Investment Advisors
Michigan
$19.7M
WWA
112
WCG Wealth Advisors
Nevada
$19.6M
PAG
113
Private Advisor Group
New Jersey
$19.4M
CIAS
114
CFS Investment Advisory Services
New Jersey
$19.3M
CPBTD
115
Central Pacific Bank - Trust Division
Hawaii
$18.1M
OWA
116
One Wealth Advisors
California
$17.7M
DPI
117
Diversified Portfolios Inc
Michigan
$17.6M
USCWA
118
U.S. Capital Wealth Advisors
Texas
$17.2M
WWG
119
West Wealth Group
California
$17.1M
GRP
120
Global Retirement Partners
California
$17.1M
PMWMG
121
Parr McKnight Wealth Management Group
Minnesota
$16.7M
MFG
122
Merit Financial Group
Georgia
$16.4M
OWM
123
Opes Wealth Management
California
$16.1M
SA
124
Sovran Advisors
California
$16.1M
TVM
125
True Vision MN
Minnesota
$16M