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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
WWM
276
Western Wealth Management
Colorado
$2.88M +$9.16K +198 +0.3%
IAG
277
Investment Advisory Group
Massachusetts
$2.85M +$219K +4,728 +8%
CAAM
278
Cornerstone Advisors Asset Management
Pennsylvania
$2.84M +$1.8M +38,975 +178%
MBT
279
Montecito Bank & Trust
California
$2.83M +$2.8M +60,598 New
FWP
280
Forefront Wealth Partners
Texas
$2.83M -$251K -5,417 -8%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$2.81M +$64.1K +1,386 +2%
SFA
282
Seneca Financial Advisors
New York
$2.8M +$5.41K +117 +0.2%
SFG
283
Sovereign Financial Group
Connecticut
$2.68M -$601K -12,989 -18%
CWA
284
Clearview Wealth Advisors
Oregon
$2.65M +$56.1K +1,214 +2%
RFM
285
Royal Fund Management
Florida
$2.64M -$4.24M -91,714 -62%
Lido Advisors
286
Lido Advisors
California
$2.6M +$1.04M +22,385 +67%
KPWG
287
KFA Private Wealth Group
Virginia
$2.57M +$58.6K +1,267 +2%
EWA
288
Emergent Wealth Advisors
New York
$2.57M -$123K -2,656 -5%
PPC
289
Park Place Capital
Alabama
$2.52M +$2.2M +47,611 +742%
WA
290
Wealthstar Advisors
Texas
$2.51M -$53K -1,145 -2%
CA
291
CoreCap Advisors
Michigan
$2.49M -$116K -2,514 -5%
TWP
292
Tyche Wealth Partners
Texas
$2.48M +$468K +10,110 +24%
SAM
293
Strategy Asset Managers
California
$2.44M +$1.8M +38,896 +293%
WP
294
WealthPLAN Partners
Nebraska
$2.44M -$422K -9,133 -15%
BW
295
Balance Wealth
Ohio
$2.42M -$185K -4,001 -7%
JWCA
296
J.W. Cole Advisors
Florida
$2.4M +$1.05M +22,735 +79%
D
297
Dentgroup
Louisiana
$2.37M +$393K +8,508 +20%
PA
298
Parallel Advisors
California
$2.36M +$1.16K +25 +0%
AP
299
Americana Partners
Texas
$2.35M -$30.8K -667 -1%
GSEP
300
Golden State Equity Partners
California
$2.33M +$25.8K +557 +1%