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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
MWA
401
MN Wealth Advisors
Kansas
$1.12M -$107K -2,318 -9%
QP
402
Quartz Partners
New York
$1.12M +$79.3K +1,714 +8%
WS
403
Wedbush Securities
California
$1.1M +$334K +7,224 +44%
LL
404
LPWM LLC
Minnesota
$1.09M
MSA
405
Marino Stram & Associates
Massachusetts
$1.09M +$75.3K +1,629 +8%
KFP
406
Kerr Financial Planning
California
$1.08M +$1.08M +23,252 New
BEI
407
Benjamin Edwards Inc
Missouri
$1.08M +$99.6K +2,154 +10%
CFA
408
Cahill Financial Advisors
Minnesota
$1.06M -$6.98K -151 -0.7%
HFA
409
Hershey Financial Advisers
Pennsylvania
$1.06M +$151K +3,268 +17%
FFG
410
Frisch Financial Group
New York
$1.05M +$1.04M +22,518 New
HFO
411
Heritage Family Offices
Arizona
$1.04M -$16.9K -366 -2%
CWM
412
Certus Wealth Management
California
$1.02M -$179K -3,879 -15%
MFC
413
Morris Financial Concepts
South Carolina
$1.01M +$44.9K +970 +5%
CWMK
414
Caliber Wealth Management (Kansas)
Kansas
$990K -$49.2K -1,063 -5%
SFS
415
Sowell Financial Services
Arkansas
$985K +$25.6K +553 +3%
FWWM
416
Fiscal Wisdom Wealth Management
Connecticut
$981K +$963K +20,827 New
TFGT
417
TS Financial Group (TSFG)
Illinois
$978K -$7.54K -163 -0.8%
PC
418
Payne Capital
Oregon
$977K +$967K +20,906 New
DA
419
Detalus Advisors
Missouri
$974K +$13.2K +285 +1%
GFA
420
Gallagher Fiduciary Advisors
Illinois
$958K -$155M -3,357,239 -99%
RFS
421
Richardson Financial Services
Massachusetts
$955K +$53.2K +1,150 +6%
EP
422
Essential Planning
New Hampshire
$952K
EL
423
EQ LLC
Washington
$951K -$138K -2,983 -13%
LA
424
Lifeworks Advisors
Michigan
$933K -$157K -3,398 -15%
AWM
425
Accurate Wealth Management
Florida
$930K +$386K +8,352 +73%