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iShares Core Universal USD Bond ETF

748 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, 340 reducing their positions, and 55 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:

11% less funds holding in top 10

Funds holding in top 10: 9484 (-10)

23% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 340

Holders
748
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
WWM
276
Western Wealth Management
Colorado
$2.88M
IAG
277
Investment Advisory Group
Massachusetts
$2.85M
CAAM
278
Cornerstone Advisors Asset Management
Pennsylvania
$2.84M
MBT
279
Montecito Bank & Trust
California
$2.83M
FWP
280
Forefront Wealth Partners
Texas
$2.83M
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$2.81M
SFA
282
Seneca Financial Advisors
New York
$2.8M
SFG
283
Sovereign Financial Group
Connecticut
$2.68M
CWA
284
Clearview Wealth Advisors
Oregon
$2.65M
RFM
285
Royal Fund Management
Florida
$2.64M
Lido Advisors
286
Lido Advisors
California
$2.6M
KPWG
287
KFA Private Wealth Group
Virginia
$2.57M
EWA
288
Emergent Wealth Advisors
New York
$2.57M
PPC
289
Park Place Capital
Alabama
$2.52M
WA
290
Wealthstar Advisors
Texas
$2.51M
CA
291
CoreCap Advisors
Michigan
$2.49M
TWP
292
Tyche Wealth Partners
Texas
$2.48M
SAM
293
Strategy Asset Managers
California
$2.44M
WP
294
WealthPLAN Partners
Nebraska
$2.44M
BW
295
Balance Wealth
Ohio
$2.42M
JWCA
296
J.W. Cole Advisors
Florida
$2.4M
D
297
Dentgroup
Louisiana
$2.37M
PA
298
Parallel Advisors
California
$2.36M
AP
299
Americana Partners
Texas
$2.35M
GSEP
300
Golden State Equity Partners
California
$2.33M