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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
MLA
151
My Legacy Advisors
Oregon
$11.4M
AR
152
Apeiron RIA
Texas
$11.1M
WIA
153
World Investment Advisors
California
$11M
WIM
154
WealthPlan Investment Management
Nebraska
$10.9M
GGS
155
Galvin Gaustad & Stein
Arizona
$10.9M
EL
156
EWA LLC
Pennsylvania
$10.8M
TWM
157
TSA Wealth Management
Texas
$10.6M
SFS
158
Security Financial Services
Indiana
$10.6M
CAG
159
Csenge Advisory Group
Florida
$10.5M
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$10.4M
RA
161
RFG Advisory
Alabama
$9.93M
KG
162
Kilter Group
New York
$9.89M
OWM
163
Orgel Wealth Management
Wisconsin
$9.45M
OWCM
164
One Wealth Capital Management
Arizona
$9.44M
MFA
165
Mayflower Financial Advisors
Massachusetts
$9.18M
AWM
166
Apollon Wealth Management
South Carolina
$8.95M
FRA
167
FFG Retirement Advisors
Colorado
$8.92M
FA
168
Fedenia Advisers
Wisconsin
$8.86M
RCS
169
Retirement Capital Strategies
California
$8.76M
TSWM
170
Triangle Securities Wealth Management
North Carolina
$8.7M
BWMG
171
Barnes Wealth Management Group
California
$8.4M
SL
172
Sentinus LLC
Illinois
$8.34M
TWM
173
Tanager Wealth Management
United Kingdom
$8.3M
Cerity Partners
174
Cerity Partners
New York
$8.16M
ASN
175
Advisory Services Network
Georgia
$8.09M