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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
BRWA
201
B. Riley Wealth Advisors
Florida
$6.42M
VPP
202
Vertex Planning Partners
Illinois
$6.42M
SWP
203
Sagespring Wealth Partners
Tennessee
$6.36M
VNA
204
Valley National Advisers
Pennsylvania
$6.2M
MYIA
205
Mount Yale Investment Advisors
Colorado
$6.19M
LRIA
206
Leonard Rickey Investment Advisors
Washington
$6.08M
RFP
207
RCS Financial Planning
Maryland
$6.05M
ATPW
208
Ashton Thomas Private Wealth
Arizona
$6M
PA
209
PFW Advisors
Georgia
$5.95M
FAIM
210
Financial Advocates Investment Management
Washington
$5.91M
RW
211
Regimen Wealth
Georgia
$5.84M
WIM
212
Westside Investment Management
California
$5.82M
Invesco
213
Invesco
Georgia
$5.73M
TWM
214
Tradition Wealth Management
Minnesota
$5.73M
E3F
215
Eight 31 Financial
Texas
$5.53M
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$5.45M
OP
217
ORG Partners
Indiana
$5.37M
Goldman Sachs
218
Goldman Sachs
New York
$5.14M
BAWM
219
Bennett Associates Wealth Management
Pennsylvania
$5.06M
CWI
220
Conscious Wealth Investments
Florida
$5.05M
LIA
221
LifePlan Investment Advisors
North Carolina
$5.04M
IP
222
Ignite Planners
California
$4.99M
CNBOF
223
City National Bank of Florida
Florida
$4.82M
VWM
224
Venturi Wealth Management
Texas
$4.73M
FHC
225
First Heartland Consultants
Missouri
$4.69M