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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
TPWA
176
Twin Peaks Wealth Advisors
California
$8.02M
C1AG
177
Client 1st Advisory Group
Florida
$7.97M
SWA
178
Sax Wealth Advisors
New Jersey
$7.83M
CWM
179
Centurion Wealth Management
Virginia
$7.83M
KV
180
Kickstand Ventures
New York
$7.75M
TPA
181
Trivium Point Advisory
Connecticut
$7.71M
CC
182
Copperleaf Capital
North Carolina
$7.66M
CWS
183
Cypress Wealth Services
California
$7.53M
EWA
184
EP Wealth Advisors
California
$7.48M
FFN
185
Focus Financial Network
Minnesota
$7.46M
Renaissance Technologies
186
Renaissance Technologies
New York
$7.44M
VCP
187
Verus Capital Partners
Arizona
$7.34M
QFA
188
Quattro Financial Advisors
Texas
$7.22M
YWM
189
Yukon Wealth Management
Kansas
$7.2M
MOS
190
MGO One Seven
Ohio
$7.18M
SL
191
SWMG LLC
Texas
$7.12M
BWA
192
BCU Wealth Advisors
Illinois
$7.06M
GWP
193
Gateway Wealth Partners
Wisconsin
$7.05M
IA
194
IFP Advisors
Florida
$7M
SCM
195
Saxony Capital Management
Missouri
$6.91M
NCM
196
New Capital Management
Texas
$6.9M
RFM
197
Royal Fund Management
Florida
$6.86M
DAS
198
Diversify Advisory Services
Utah
$6.63M
HC
199
Hoese & Co
Minnesota
$6.45M
SCA
200
Snowden Capital Advisors
New York
$6.44M