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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
QC
326
Quadrature Capital
United Kingdom
$1.89M +$1.87M +40,440 New
CS
327
Capital Square
Tennessee
$1.88M +$47.1K +1,018 +3%
RIS
328
Richmond Investment Services
Wisconsin
$1.88M +$357K +7,724 +24%
VAS
329
Vestmark Advisory Solutions
Massachusetts
$1.81M -$510K -11,024 -22%
QWP
330
Quotient Wealth Partners
Texas
$1.8M -$81.6K -1,764 -4%
IFG
331
Independent Financial Group
California
$1.79M -$23.9K -516 -1%
TWP
332
Tempus Wealth Planning
California
$1.78M -$409K -8,846 -19%
GC
333
GatePass Capital
Ohio
$1.77M +$79.3K +1,714 +5%
HIM
334
Hanlon Investment Management
New Jersey
$1.77M -$65.5K -1,417 -4%
OWP
335
ORG Wealth Partners
Texas
$1.74M -$277K -5,980 -14%
SAM
336
Secure Asset Management
Michigan
$1.71M +$702K +15,184 +71%
KW
337
Keyvantage Wealth
Pennsylvania
$1.71M -$115K -2,497 -6%
CA
338
Clearstead Advisors
Ohio
$1.67M -$32K -691 -2%
AWM
339
Aprio Wealth Management
Georgia
$1.65M -$117K -2,538 -7%
SPAS
340
Spectrum Planning & Advisory Services
California
$1.63M -$124K -2,673 -7%
BCI
341
Blue Capital Inc
Nebraska
$1.63M +$1.62M +34,922 New
CCM
342
Coldstream Capital Management
Washington
$1.63M -$243K -5,244 -13%
RFA
343
Resurgent Financial Advisors
Georgia
$1.63M -$281K -6,077 -15%
BOSSRA
344
B.O.S.S. Retirement Advisors
Utah
$1.6M +$735K +15,900 +86%
FTS
345
Fifth Third Securities
Ohio
$1.6M +$348K +7,519 +28%
O3W
346
Omni 360 Wealth
New Jersey
$1.6M -$119K -2,577 -7%
RFG
347
Range Financial Group
Oregon
$1.59M +$102K +2,205 +7%
SCP
348
Silverleafe Capital Partners
Tennessee
$1.59M -$13.7K -297 -0.9%
SNWA
349
Siligmueller & Norvid Wealth Advisors
Illinois
$1.59M +$1.57M +33,998 New
DWP
350
Daymark Wealth Partners
Ohio
$1.57M -$62.6K -1,354 -4%