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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
CPL
351
CAP Partners LLC
Tennessee
$1.54M -$127K -2,740 -8%
CIAS
352
Capital Investment Advisory Services
North Carolina
$1.53M -$422K -9,125 -22%
ACA
353
Aptus Capital Advisors
Alabama
$1.51M -$13.7M -296,805 -90%
SPI
354
Sutton Place Investors
New York
$1.49M -$341K -7,383 -19%
AA
355
Argent Advisors
Louisiana
$1.49M +$149K +3,212 +11%
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$1.49M -$9.99K -216 -0.7%
LW
357
Linscomb Wealth
Texas
$1.48M +$12.2K +264 +0.8%
NL
358
NWAM LLC
Washington
$1.47M -$243K -5,259 -14%
FG
359
Foster Group
Iowa
$1.43M -$22.3K -483 -2%
WA
360
WBH Advisory
Maryland
$1.43M -$786 -17 -0.1%
RFN
361
RDA Financial Network
Iowa
$1.42M -$323K -6,987 -19%
AIM
362
Advyzon Investment Management
Illinois
$1.42M +$516K +11,147 +58%
LA
363
LexAurum Advisors
Kansas
$1.42M -$310K -6,697 -18%
KFAA
364
Klaas Financial Asset Advisors
Illinois
$1.41M +$117K +2,521 +9%
TPI
365
Trust Point Inc
Wisconsin
$1.4M
KWA
366
Kingswood Wealth Advisors
California
$1.4M +$148K +3,196 +12%
WEG
367
World Equity Group
Illinois
$1.39M -$14.8K -321 -1%
KFS
368
Kelly Financial Services
Massachusetts
$1.38M -$101K -2,175 -7%
RL
369
Retireful LLC
Michigan
$1.38M +$1.36M +29,513 New
SWM
370
Sculati Wealth Management
Michigan
$1.38M +$742K +16,051 +120%
VH
371
Visionary Horizons
Tennessee
$1.37M +$257K +5,555 +23%
GWP
372
Gen-Wealth Partners
Michigan
$1.37M -$354K -7,653 -21%
SI
373
Stephens Inc
Arkansas
$1.35M -$43.2K -935 -3%
BFS
374
BridgePort Financial Solutions
Iowa
$1.33M -$683K -14,759 -34%
ISFAN
375
Investor's Fiduciary Advisor Network
Washington
$1.32M -$307K -6,630 -19%