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iShares Core Universal USD Bond ETF

748 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, 340 reducing their positions, and 55 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:

11% less funds holding in top 10

Funds holding in top 10: 9484 (-10)

23% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 340

Holders
748
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
QP
401
Quartz Partners
New York
$1.12M
WS
402
Wedbush Securities
California
$1.1M
LL
403
LPWM LLC
Minnesota
$1.09M
MSA
404
Marino Stram & Associates
Massachusetts
$1.09M
KFP
405
Kerr Financial Planning
California
$1.08M
BEI
406
Benjamin Edwards Inc
Missouri
$1.08M
CFA
407
Cahill Financial Advisors
Minnesota
$1.06M
HFA
408
Hershey Financial Advisers
Pennsylvania
$1.06M
FFG
409
Frisch Financial Group
New York
$1.05M
HFO
410
Heritage Family Offices
Arizona
$1.04M
CWM
411
Certus Wealth Management
California
$1.02M
MFC
412
Morris Financial Concepts
South Carolina
$1.01M
CWMK
413
Caliber Wealth Management (Kansas)
Kansas
$990K
SFS
414
Sowell Financial Services
Arkansas
$985K
FWWM
415
Fiscal Wisdom Wealth Management
Connecticut
$981K
TFGT
416
TS Financial Group (TSFG)
Illinois
$978K
PC
417
Payne Capital
Oregon
$977K
DA
418
Detalus Advisors
Missouri
$974K
GFA
419
Gallagher Fiduciary Advisors
Illinois
$958K
RFS
420
Richardson Financial Services
Massachusetts
$955K
EP
421
Essential Planning
New Hampshire
$952K
EL
422
EQ LLC
Washington
$951K
LA
423
Lifeworks Advisors
Michigan
$933K
AWM
424
Accurate Wealth Management
Florida
$930K
KWS
425
Keystone Wealth Services
California
$929K