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iShares Core Universal USD Bond ETF

744 hedge funds and large institutions have $31.8B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 262 increasing their positions, 336 reducing their positions, and 53 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:

13% less funds holding in top 10

Funds holding in top 10: 9482 (-12)

22% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 336

Holders
744
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
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
PIA
226
Pinion Investment Advisors
Kansas
$4.51M
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$4.46M
CNBOF
228
City National Bank of Florida
Florida
$4.45M
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$4.39M
CAM
230
Concorde Asset Management
Michigan
$4.36M
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$4.35M
Financial Engines Advisors
232
Financial Engines Advisors
California
$4.26M
AWA
233
Arkadios Wealth Advisors
Georgia
$4.19M
MI
234
Moneywise Inc
Virginia
$4.18M
Cerity Partners
235
Cerity Partners
New York
$4.17M
TWM
236
Tradition Wealth Management
Minnesota
$4.13M
MWM
237
Maridea Wealth Management
New York
$4.13M
Natixis Advisors
238
Natixis Advisors
Massachusetts
$4.02M
FHC
239
First Heartland Consultants
Missouri
$4.01M
SRWM
240
Shira Ridge Wealth Management
California
$3.99M
LWA
241
Lifelong Wealth Advisors
Minnesota
$3.92M
WLIM
242
White Lighthouse Investment Management
Massachusetts
$3.92M
LPP
243
Life Planning Partners
Florida
$3.87M
HCM
244
Howard Capital Management
Georgia
$3.77M
CCFM
245
Clear Creek Financial Management
Washington
$3.74M
BAM
246
BOS Asset Management
Illinois
$3.73M
RWRC
247
R.W. Roge & Company
New York
$3.72M
LRIA
248
Leonard Rickey Investment Advisors
Washington
$3.7M
WA
249
Waverly Advisors
Alabama
$3.61M
TF
250
Theory Financial
Colorado
$3.6M