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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
WA
251
Waverly Advisors
Alabama
$3.61M -$9.6M -207,573 -73%
TF
252
Theory Financial
Colorado
$3.6M -$1.01M -21,776 -22%
SPIA
253
Steward Partners Investment Advisory
New York
$3.56M -$628K -13,571 -15%
IA
254
IFG Advisory
Georgia
$3.45M -$535K -11,567 -14%
CA
255
Continuum Advisory
Idaho
$3.43M +$195K +4,222 +6%
HI
256
Harbour Investments
Wisconsin
$3.41M -$342K -7,393 -9%
MW
257
Maia Wealth
Colorado
$3.41M -$1.31M -28,342 -28%
SCM
258
Sheridan Capital Management
California
$3.4M -$3.42K -74 -0.1%
RWPA
259
Richard W. Paul & Associates
Michigan
$3.39M +$16.1K +348 +0.5%
AIA
260
Alternative Investment Advisors
Florida
$3.39M -$159K -3,445 -5%
AWM
261
Alterna Wealth Management
Texas
$3.37M +$257K +5,546 +8%
FW
262
FullCircle Wealth
Texas
$3.32M -$214K -4,632 -6%
MCM
263
M1 Capital Management
Michigan
$3.31M -$64.6K -1,397 -2%
SA
264
Sunesis Advisors
Kansas
$3.28M +$3.25M +70,312 New
AWA
265
Arete Wealth Advisors
Illinois
$3.28M -$255K -5,524 -7%
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
$3.28M +$2.82M +61,036 +666%
FWP
267
Firethorn Wealth Partners
Georgia
$3.22M -$548K -11,855 -15%
APC
268
Aspire Private Capital
North Carolina
$3.21M -$357K -7,721 -10%
EH
269
Equitable Holdings
New York
$3.17M +$684K +14,788 +28%
TWCA
270
Two West Capital Advisors
Kansas
$3.12M -$224K -4,845 -7%
RWS
271
Retirement Wealth Solutions
Wisconsin
$3.05M -$366K -7,913 -11%
PWM
272
Pines Wealth Management
North Carolina
$3.05M +$79.3K +1,714 +3%
FA
273
FC Advisory
Pennsylvania
$3M +$20K +432 +0.7%
AWM
274
Able Wealth Management
New Jersey
$2.96M +$460K +9,942 +19%
SAW
275
Signal Advisors Wealth
Michigan
$2.92M -$554K -11,989 -16%