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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
5W
126
5T Wealth
California
$15.6M
B
127
Bensler
Washington
$15.5M
CAS
128
Coppell Advisory Solutions
Texas
$15.3M
ACA
129
Aptus Capital Advisors
Alabama
$15.2M
HPM
130
Hoxton Planning & Management
West Virginia
$14.9M
Comerica Bank
131
Comerica Bank
Texas
$14.8M
FPCG
132
Forum Private Client Group
Indiana
$14.6M
GWANC
133
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.4M
FLA
134
Financial Life Advisors
Texas
$14.4M
LWM
135
Liberty Wealth Management
California
$14.4M
PA
136
PFG Advisors
Arizona
$14.2M
WP
137
WealthShield Partners
North Carolina
$13.6M
MA
138
Mutual Advisors
Nebraska
$13.4M
EF
139
Elite Financial
Idaho
$13.3M
TIA
140
Tiemann Investment Advisors
California
$13.3M
WA
141
Waverly Advisors
Alabama
$13.2M
FHA
142
First Horizon Advisors
Tennessee
$12.9M
EPW
143
Endeavor Private Wealth
Kansas
$12.8M
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$12.3M
SF
145
SWP Financial
California
$12.2M
LPAM
146
Lodestar Private Asset Management
California
$12.1M
AA
147
Ancora Advisors
Ohio
$12M
DADC
148
D.A. Davidson & Co
Montana
$11.9M
SWP
149
Summit Wealth Partners
Florida
$11.5M
CA
150
Claro Advisors
Massachusetts
$11.4M