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