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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
BFA
376
Beacon Financial Advisory
Ohio
$1.31M -$252K -5,451 -16%
FF
377
Farrell Financial
New York
$1.31M +$9.44K +204 +0.7%
EWA
378
EverSource Wealth Advisors
Alabama
$1.29M -$1.53M -33,129 -55%
TSS
379
Two Sigma Securities
New York
$1.29M -$388K -8,389 -23%
SIS
380
Sound Income Strategies
Florida
$1.29M +$145K +3,144 +13%
SWP
381
Stratos Wealth Partners
Ohio
$1.27M -$524K -11,339 -29%
PFM
382
Phillips Financial Management
Indiana
$1.24M -$270K -5,831 -18%
LA
383
Latitude Advisors
Florida
$1.24M +$18K +389 +1%
LFA
384
LGT Financial Advisors
Texas
$1.23M +$1.17M +25,244 +2,318%
HWM
385
Hobbs Wealth Management
Indiana
$1.22M -$455K -9,834 -27%
NB
386
NBT Bank
New York
$1.21M -$1.19M -25,827 -100%
MCA
387
MSH Capital Advisors
Arizona
$1.21M -$80.2K -1,733 -6%
WPWM
388
Windward Private Wealth Management
Kansas
$1.21M -$2.17K -47 -0.2%
MWP
389
Meridian Wealth Partners
Pennsylvania
$1.2M +$5K +108 +0.4%
EPP
390
ETF Portfolio Partners
Kansas
$1.19M +$28K +606 +2%
TWG
391
The Wealth Group
Minnesota
$1.19M -$671K -14,501 -36%
HKIMG
392
Hutchens & Kramer Investment Management Group
Indiana
$1.19M -$227K -4,902 -16%
MWA
393
Merkkuri Wealth Advisors
New York
$1.18M -$434K -9,386 -27%
PAMG
394
Patton Albertson Miller Group
Tennessee
$1.18M
WIM
395
WealthPlan Investment Management
Nebraska
$1.17M -$9.79M -211,662 -89%
CIA
396
Cape Investment Advisory
Georgia
$1.16M +$172K +3,728 +18%
BW
397
Blalock Williams
Alabama
$1.16M -$48.7K -1,052 -4%
MC
398
Moors & Cabot
Massachusetts
$1.15M +$59.3K +1,283 +6%
ATC
399
Argent Trust Co
Tennessee
$1.14M +$242K +5,229 +27%
CCG
400
Catalina Capital Group
California
$1.12M +$126K +2,722 +13%