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iShares Core Universal USD Bond ETF

745 hedge funds and large institutions have $31.8B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 262 increasing their positions, 336 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:

13% less funds holding in top 10

Funds holding in top 10: 9482 (-12)

22% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 336

Holders
745
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
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
WS
401
Wedbush Securities
California
$1.1M
LL
402
LPWM LLC
Minnesota
$1.09M
MSA
403
Marino Stram & Associates
Massachusetts
$1.09M
KFP
404
Kerr Financial Planning
California
$1.08M
BEI
405
Benjamin Edwards Inc
Missouri
$1.08M
CFA
406
Cahill Financial Advisors
Minnesota
$1.06M
HFA
407
Hershey Financial Advisers
Pennsylvania
$1.06M
FFG
408
Frisch Financial Group
New York
$1.05M
HFO
409
Heritage Family Offices
Arizona
$1.04M
CWM
410
Certus Wealth Management
California
$1.02M
MFC
411
Morris Financial Concepts
South Carolina
$1.01M
CWMK
412
Caliber Wealth Management (Kansas)
Kansas
$990K
SFS
413
Sowell Financial Services
Arkansas
$985K
FWWM
414
Fiscal Wisdom Wealth Management
Connecticut
$981K
TFGT
415
TS Financial Group (TSFG)
Illinois
$978K
PC
416
Payne Capital
Oregon
$977K
DA
417
Detalus Advisors
Missouri
$974K
GFA
418
Gallagher Fiduciary Advisors
Illinois
$958K
RFS
419
Richardson Financial Services
Massachusetts
$955K
EP
420
Essential Planning
New Hampshire
$952K
EL
421
EQ LLC
Washington
$951K
LA
422
Lifeworks Advisors
Michigan
$933K
AWM
423
Accurate Wealth Management
Florida
$930K
KWS
424
Keystone Wealth Services
California
$929K
BIG
425
Brookwood Investment Group
Arizona
$922K