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iShares Core Universal USD Bond ETF

751 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, 342 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

2% more funds holding

Funds holding: 738751 (+13)

1% less capital invested

Capital invested by funds: $32.2B → $31.9B (-$372M)

2.5% less ownership

Funds ownership: 98.03%95.53% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 9484 (-10)

24% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 342

Holders
751
Holders Change
+13
Holders Change %
+1.76%
% of All Funds
9.86%
Holding in Top 10
84
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.64%
% of All Funds
1.1%
New
83
Increased
261
Reduced
342
Closed
55
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 -$1.22M -26,392 -21%
RIM
227
Redwood Investment Management
Arizona
$4.69M +$426K +9,209 +10%
PIA
228
Pinion Investment Advisors
Kansas
$4.51M +$1.78M +38,385 +67%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$4.46M -$5.95M -128,547 -57%
CNBOF
230
City National Bank of Florida
Florida
$4.45M -$408K -8,827 -8%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$4.39M -$1.11M -23,899 -20%
CAM
232
Concorde Asset Management
Michigan
$4.36M +$4.32M +93,336 New
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$4.35M -$104K -2,251 -2%
Financial Engines Advisors
234
Financial Engines Advisors
California
$4.26M +$95.1K +2,057 +2%
AWA
235
Arkadios Wealth Advisors
Georgia
$4.19M -$85.3K -1,845 -2%
MI
236
Moneywise Inc
Virginia
$4.18M +$447K +9,658 +12%
Cerity Partners
237
Cerity Partners
New York
$4.17M -$4.03M -87,225 -49%
TWM
238
Tradition Wealth Management
Minnesota
$4.13M -$1.64M -35,494 -29%
MWM
239
Maridea Wealth Management
New York
$4.13M +$4.06M +87,744 New
Natixis Advisors
240
Natixis Advisors
Massachusetts
$4.02M +$750K +16,224 +23%
FHC
241
First Heartland Consultants
Missouri
$4.01M -$715K -15,461 -15%
SRWM
242
Shira Ridge Wealth Management
California
$3.99M -$236K -5,092 -6%
LWA
243
Lifelong Wealth Advisors
Minnesota
$3.92M +$117K +2,522 +3%
WLIM
244
White Lighthouse Investment Management
Massachusetts
$3.92M -$188K -4,070 -5%
LPP
245
Life Planning Partners
Florida
$3.87M -$170K -3,679 -4%
HCM
246
Howard Capital Management
Georgia
$3.77M +$117K +2,540 +3%
CCFM
247
Clear Creek Financial Management
Washington
$3.74M +$196K +4,246 +6%
BAM
248
BOS Asset Management
Illinois
$3.73M +$164K +3,543 +5%
RWRC
249
R.W. Roge & Company
New York
$3.72M
LRIA
250
Leonard Rickey Investment Advisors
Washington
$3.7M -$2.42M -52,264 -40%