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iShares Core Universal USD Bond ETF

812 hedge funds and large institutions have $36.1B invested in iShares Core Universal USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 366 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
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
LPAM
151
Lodestar Private Asset Management
California
$13.6M
SA
152
Sovran Advisors
California
$12.9M
WP
153
WealthShield Partners
North Carolina
$12.9M
DWM
154
Diversify Wealth Management
Utah
$12.8M
EPW
155
Endeavor Private Wealth
Kansas
$12.6M
AA
156
Ancora Advisors
Ohio
$12.2M
AIA
157
Armor Investment Advisors
North Carolina
$12M
SW
158
Simplicity Wealth
New Jersey
$11.9M
KWM
159
Kingsview Wealth Management
Oregon
$11.7M
JMNC
160
J. Mark Nickell & Co
Tennessee
$11.7M
GGS
161
Galvin Gaustad & Stein
Arizona
$11.4M
VT
162
Vise Technologies
New York
$11.3M
TWM
163
TSA Wealth Management
Texas
$11.1M
FFG
164
Frisch Financial Group
New York
$11M
FLA
165
Financial Life Advisors
Texas
$10.8M
CAG
166
Csenge Advisory Group
Florida
$10.5M
MWM
167
Mosley Wealth Management
California
$9.71M
AWM
168
Apollon Wealth Management
South Carolina
$9.68M
C1AG
169
Client 1st Advisory Group
Florida
$9.66M
FA
170
Fedenia Advisers
Wisconsin
$9.59M
OWM
171
Orgel Wealth Management
Wisconsin
$9.48M
RCS
172
Retirement Capital Strategies
California
$9.39M
HCA
173
Heck Capital Advisors
Wisconsin
$9.34M
MWM
174
Moulton Wealth Management
Washington
$9.32M
SFS
175
Security Financial Services
Indiana
$9.18M