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iShares Core Universal USD Bond ETF

744 hedge funds and large institutions have $31.8B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 262 increasing their positions, 336 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:

13% less funds holding in top 10

Funds holding in top 10: 9482 (-12)

22% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 336

Holders
744
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
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
CAAM
276
Cornerstone Advisors Asset Management
Pennsylvania
$2.84M
MBT
277
Montecito Bank & Trust
California
$2.83M
FWP
278
Forefront Wealth Partners
Texas
$2.83M
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$2.81M
SFA
280
Seneca Financial Advisors
New York
$2.8M
SFG
281
Sovereign Financial Group
Connecticut
$2.68M
CWA
282
Clearview Wealth Advisors
Oregon
$2.65M
RFM
283
Royal Fund Management
Florida
$2.64M
Lido Advisors
284
Lido Advisors
California
$2.6M
KPWG
285
KFA Private Wealth Group
Virginia
$2.57M
EWA
286
Emergent Wealth Advisors
New York
$2.57M
PPC
287
Park Place Capital
Alabama
$2.52M
WA
288
Wealthstar Advisors
Texas
$2.51M
CA
289
CoreCap Advisors
Michigan
$2.49M
TWP
290
Tyche Wealth Partners
Texas
$2.48M
SAM
291
Strategy Asset Managers
California
$2.44M
WP
292
WealthPLAN Partners
Nebraska
$2.44M
BW
293
Balance Wealth
Ohio
$2.42M
JWCA
294
J.W. Cole Advisors
Florida
$2.4M
D
295
Dentgroup
Louisiana
$2.37M
PA
296
Parallel Advisors
California
$2.36M
AP
297
Americana Partners
Texas
$2.35M
GSEP
298
Golden State Equity Partners
California
$2.33M
SPC
299
Sigma Planning Corp
Michigan
$2.31M
ACM
300
Absolute Capital Management
Pennsylvania
$2.3M