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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
SFG
276
Sovereign Financial Group
Connecticut
$2.68M
CWA
277
Clearview Wealth Advisors
Oregon
$2.65M
RFM
278
Royal Fund Management
Florida
$2.64M
Lido Advisors
279
Lido Advisors
California
$2.6M
KPWG
280
KFA Private Wealth Group
Virginia
$2.57M
EWA
281
Emergent Wealth Advisors
New York
$2.57M
PPC
282
Park Place Capital
Alabama
$2.52M
WA
283
Wealthstar Advisors
Texas
$2.51M
CA
284
CoreCap Advisors
Michigan
$2.49M
TWP
285
Tyche Wealth Partners
Texas
$2.48M
SAM
286
Strategy Asset Managers
California
$2.44M
WP
287
WealthPLAN Partners
Nebraska
$2.44M
BW
288
Balance Wealth
Ohio
$2.42M
JWCA
289
J.W. Cole Advisors
Florida
$2.4M
D
290
Dentgroup
Louisiana
$2.37M
PA
291
Parallel Advisors
California
$2.36M
AP
292
Americana Partners
Texas
$2.35M
GSEP
293
Golden State Equity Partners
California
$2.33M
SPC
294
Sigma Planning Corp
Michigan
$2.31M
ACM
295
Absolute Capital Management
Pennsylvania
$2.3M
AQR Capital Management
296
AQR Capital Management
Connecticut
$2.28M
PTC
297
Private Trust Company
Ohio
$2.16M
EP
298
Edgestream Partners
New Jersey
$2.15M
SAM
299
Smartleaf Asset Management
Massachusetts
$2.15M
MWM
300
Maripau Wealth Management
Indiana
$2.11M