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iShares Core Universal USD Bond ETF

748 hedge funds and large institutions have $31.9B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 261 increasing their positions, 340 reducing their positions, and 55 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

11% less funds holding in top 10

Funds holding in top 10: 9484 (-10)

23% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 340

Holders
748
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
FAIM
226
Financial Advocates Investment Management
Washington
$4.74M
RIM
227
Redwood Investment Management
Arizona
$4.69M
PIA
228
Pinion Investment Advisors
Kansas
$4.51M
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$4.46M
CNBOF
230
City National Bank of Florida
Florida
$4.45M
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$4.39M
CAM
232
Concorde Asset Management
Michigan
$4.36M
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$4.35M
Financial Engines Advisors
234
Financial Engines Advisors
California
$4.26M
AWA
235
Arkadios Wealth Advisors
Georgia
$4.19M
MI
236
Moneywise Inc
Virginia
$4.18M
Cerity Partners
237
Cerity Partners
New York
$4.17M
TWM
238
Tradition Wealth Management
Minnesota
$4.13M
MWM
239
Maridea Wealth Management
New York
$4.13M
Natixis Advisors
240
Natixis Advisors
Massachusetts
$4.02M
FHC
241
First Heartland Consultants
Missouri
$4.01M
SRWM
242
Shira Ridge Wealth Management
California
$3.99M
LWA
243
Lifelong Wealth Advisors
Minnesota
$3.92M
WLIM
244
White Lighthouse Investment Management
Massachusetts
$3.92M
LPP
245
Life Planning Partners
Florida
$3.87M
HCM
246
Howard Capital Management
Georgia
$3.77M
CCFM
247
Clear Creek Financial Management
Washington
$3.74M
BAM
248
BOS Asset Management
Illinois
$3.73M
RWRC
249
R.W. Roge & Company
New York
$3.72M
LRIA
250
Leonard Rickey Investment Advisors
Washington
$3.7M