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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
TFO
451
Tarbox Family Office
California
$781K -$109K -2,360 -12%
BWA
452
Burt Wealth Advisors
Maryland
$768K
BSSFA
453
Baron Silver Stevens Financial Advisors
Florida
$766K -$65.1K -1,408 -8%
LSA
454
Lansing Street Advisors
Pennsylvania
$762K -$3.57M -77,085 -83%
WFA
455
Wells Financial Advisors
Massachusetts
$743K -$30.1K -650 -4%
NA
456
Novus Advisors
South Carolina
$738K -$97.9K -2,117 -12%
AFW
457
Avantra Family Wealth
Pennsylvania
$735K -$1.23M -26,682 -63%
DAS
458
Dynamic Advisor Solutions
Arizona
$712K +$47.1K +1,019 +7%
VFPW
459
Vantage Financial Partners (Wisconsin)
Wisconsin
$705K -$83K -1,794 -11%
SWP
460
Semus Wealth Partners
Florida
$703K -$140K -3,029 -17%
PFA
461
Pinnacle Family Advisors
Missouri
$692K -$16.6K -360 -2%
RCM
462
Raleigh Capital Management
North Carolina
$679K -$169K -3,646 -20%
SG
463
StoneX Group
New York
$670K +$155K +3,354 +31%
AL
464
Aspiriant LLC
California
$662K -$14.9K -322 -2%
BCA
465
Bay Colony Advisors
Massachusetts
$661K +$380K +8,224 +139%
CG
466
CFO4Life Group
Texas
$655K -$49.5K -1,070 -7%
GWANC
467
Guardian Wealth Advisors (North Carolina)
North Carolina
$652K -$13.8M -298,336 -96%
KA
468
Kovack Advisors
Florida
$650K -$370 -8 -0.1%
FHA
469
Flagship Harbor Advisors
Massachusetts
$647K -$32.9K -711 -5%
EFA
470
Edge Financial Advisors
Illinois
$645K -$231 -5 -0%
PJSIMP
471
P.J. Schmidt Investment Management (PJS)
Wisconsin
$640K +$33.4K +723 +6%
VFS
472
Valpey Financial Services
New Hampshire
$638K +$13.1K +283 +2%
GSWM
473
Golden State Wealth Management
California
$637K +$81.1K +1,753 +15%
GIA
474
Gladstone Institutional Advisory
Florida
$632K -$91.6K -1,980 -13%
AWA
475
Acorn Wealth Advisors
Michigan
$624K +$618K +13,355 New