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iShares Core Universal USD Bond ETF

734 hedge funds and large institutions have $31.5B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 260 increasing their positions, 329 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:

15% less funds holding in top 10

Funds holding in top 10: 9480 (-14)

21% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 329

Holders
734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
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
FFG
401
Frisch Financial Group
New York
$1.05M
HFO
402
Heritage Family Offices
Arizona
$1.04M
CWM
403
Certus Wealth Management
California
$1.02M
MFC
404
Morris Financial Concepts
South Carolina
$1.01M
CWMK
405
Caliber Wealth Management (Kansas)
Kansas
$990K
SFS
406
Sowell Financial Services
Arkansas
$985K
FWWM
407
Fiscal Wisdom Wealth Management
Connecticut
$981K
TFGT
408
TS Financial Group (TSFG)
Illinois
$978K
PC
409
Payne Capital
Oregon
$977K
DA
410
Detalus Advisors
Missouri
$974K
GFA
411
Gallagher Fiduciary Advisors
Illinois
$958K
RFS
412
Richardson Financial Services
Massachusetts
$955K
EP
413
Essential Planning
New Hampshire
$952K
EL
414
EQ LLC
Washington
$951K
LA
415
Lifeworks Advisors
Michigan
$933K
AWM
416
Accurate Wealth Management
Florida
$930K
KWS
417
Keystone Wealth Services
California
$929K
BIG
418
Brookwood Investment Group
Arizona
$922K
SEIA
419
Signature Estate & Investment Advisors
California
$920K
AP
420
Appleton Partners
Massachusetts
$916K
NFG
421
Nations Financial Group
Iowa
$912K
FI
422
FWG Investments
Kentucky
$911K
KFG
423
Kelly Financial Group
Connecticut
$909K
LSWP
424
Liberty Square Wealth Partners
Pennsylvania
$906K
VFP
425
Vested Financial Planning
California
$903K