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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
SCA
201
Snowden Capital Advisors
New York
$6.44M
BRWA
202
B. Riley Wealth Advisors
Florida
$6.42M
VPP
203
Vertex Planning Partners
Illinois
$6.42M
SWP
204
Sagespring Wealth Partners
Tennessee
$6.36M
VNA
205
Valley National Advisers
Pennsylvania
$6.2M
MYIA
206
Mount Yale Investment Advisors
Colorado
$6.19M
LRIA
207
Leonard Rickey Investment Advisors
Washington
$6.08M
RFP
208
RCS Financial Planning
Maryland
$6.05M
ATPW
209
Ashton Thomas Private Wealth
Arizona
$6M
PA
210
PFW Advisors
Georgia
$5.95M
FAIM
211
Financial Advocates Investment Management
Washington
$5.91M
RW
212
Regimen Wealth
Georgia
$5.84M
WIM
213
Westside Investment Management
California
$5.82M
Invesco
214
Invesco
Georgia
$5.73M
TWM
215
Tradition Wealth Management
Minnesota
$5.73M
E3F
216
Eight 31 Financial
Texas
$5.53M
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$5.45M
OP
218
ORG Partners
Indiana
$5.37M
Goldman Sachs
219
Goldman Sachs
New York
$5.14M
BAWM
220
Bennett Associates Wealth Management
Pennsylvania
$5.06M
CWI
221
Conscious Wealth Investments
Florida
$5.05M
LIA
222
LifePlan Investment Advisors
North Carolina
$5.04M
IP
223
Ignite Planners
California
$4.99M
CNBOF
224
City National Bank of Florida
Florida
$4.82M
VWM
225
Venturi Wealth Management
Texas
$4.73M