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iShares Core Universal USD Bond ETF

734 hedge funds and large institutions have $31.5B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 260 increasing their positions, 329 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:

15% less funds holding in top 10

Funds holding in top 10: 9480 (-14)

21% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 329

Holders
734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
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
MW
251
Maia Wealth
Colorado
$3.41M
SCM
252
Sheridan Capital Management
California
$3.4M
RWPA
253
Richard W. Paul & Associates
Michigan
$3.39M
AWM
254
Alterna Wealth Management
Texas
$3.37M
FW
255
FullCircle Wealth
Texas
$3.32M
MCM
256
M1 Capital Management
Michigan
$3.31M
SA
257
Sunesis Advisors
Kansas
$3.28M
AWA
258
Arete Wealth Advisors
Illinois
$3.28M
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$3.28M
FWP
260
Firethorn Wealth Partners
Georgia
$3.22M
APC
261
Aspire Private Capital
North Carolina
$3.21M
EH
262
Equitable Holdings
New York
$3.17M
TWCA
263
Two West Capital Advisors
Kansas
$3.12M
RWS
264
Retirement Wealth Solutions
Wisconsin
$3.05M
PWM
265
Pines Wealth Management
North Carolina
$3.05M
FA
266
FC Advisory
Pennsylvania
$3M
AWM
267
Able Wealth Management
New Jersey
$2.96M
SAW
268
Signal Advisors Wealth
Michigan
$2.92M
WWM
269
Western Wealth Management
Colorado
$2.88M
IAG
270
Investment Advisory Group
Massachusetts
$2.85M
CAAM
271
Cornerstone Advisors Asset Management
Pennsylvania
$2.84M
MBT
272
Montecito Bank & Trust
California
$2.83M
FWP
273
Forefront Wealth Partners
Texas
$2.83M
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$2.81M
SFA
275
Seneca Financial Advisors
New York
$2.8M