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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
FCM
126
Firestone Capital Management
Florida
$15.9M
5W
127
5T Wealth
California
$15.6M
B
128
Bensler
Washington
$15.5M
CAS
129
Coppell Advisory Solutions
Texas
$15.3M
ACA
130
Aptus Capital Advisors
Alabama
$15.2M
HPM
131
Hoxton Planning & Management
West Virginia
$14.9M
Comerica Bank
132
Comerica Bank
Texas
$14.8M
FPCG
133
Forum Private Client Group
Indiana
$14.6M
GWANC
134
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.4M
FLA
135
Financial Life Advisors
Texas
$14.4M
LWM
136
Liberty Wealth Management
California
$14.4M
PA
137
PFG Advisors
Arizona
$14.2M
WP
138
WealthShield Partners
North Carolina
$13.6M
MA
139
Mutual Advisors
Nebraska
$13.4M
EF
140
Elite Financial
Idaho
$13.3M
TIA
141
Tiemann Investment Advisors
California
$13.3M
WA
142
Waverly Advisors
Alabama
$13.2M
FHA
143
First Horizon Advisors
Tennessee
$12.9M
EPW
144
Endeavor Private Wealth
Kansas
$12.8M
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$12.3M
SF
146
SWP Financial
California
$12.2M
LPAM
147
Lodestar Private Asset Management
California
$12.1M
AA
148
Ancora Advisors
Ohio
$12M
DADC
149
D.A. Davidson & Co
Montana
$11.9M
SWP
150
Summit Wealth Partners
Florida
$11.5M