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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
SPC
301
Sigma Planning Corp
Michigan
$2.31M -$345K -7,456 -13%
ACM
302
Absolute Capital Management
Pennsylvania
$2.3M -$257K -5,556 -10%
AQR Capital Management
303
AQR Capital Management
Connecticut
$2.28M +$361K +7,798 +19%
PTC
304
Private Trust Company
Ohio
$2.16M -$87.5K -1,891 -4%
EP
305
Edgestream Partners
New Jersey
$2.15M +$161K +3,474 +8%
SAM
306
Smartleaf Asset Management
Massachusetts
$2.15M -$545K -11,774 -20%
MWM
307
Maripau Wealth Management
Indiana
$2.11M -$762K -16,485 -27%
CM
308
Columbus Macro
Pennsylvania
$2.1M -$1.14M -24,627 -35%
BIG
309
Bush Investment Group
Georgia
$2.06M -$386K -8,339 -16%
PIMG
310
Patriot Investment Management Group
Tennessee
$2.05M +$740 +16 +0%
TCA
311
Transcend Capital Advisors
New Jersey
$2.04M -$326K -7,045 -14%
PCA
312
Prosperity Capital Advisors
Ohio
$2.04M +$35.5K +767 +2%
KPWS
313
Kestra Private Wealth Services
Texas
$2.03M -$3.15K -68 -0.2%
DC
314
Davenport & Co
Virginia
$2M -$110K -2,384 -5%
CFG
315
Cooper Financial Group
California
$1.99M -$33.8K -730 -2%
ONST
316
Old North State Trust
North Carolina
$1.95M -$412K -8,903 -18%
SWP
317
Strategic Wealth Partners
Ohio
$1.94M +$1.87M +40,462 +4,006%
RB
318
Renasant Bank
Mississippi
$1.93M +$1.71M +36,969 +843%
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$1.92M +$532K +11,506 +39%
GWM
320
Geneos Wealth Management
Colorado
$1.91M +$38.2K +827 +2%
KWM
321
Keebeck Wealth Management
Illinois
$1.91M +$167K +3,605 +10%
WAL
322
W Advisors LLC
Tennessee
$1.9M -$320K -6,913 -15%
AFP
323
Ausdal Financial Partners
Iowa
$1.89M +$1.18M +25,504 +169%
LIM
324
Leavell Investment Management
Alabama
$1.89M +$11.1K +240 +0.6%
CFD
325
Creative Financial Designs
Indiana
$1.89M -$688K -14,880 -27%