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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
BWA
451
Burt Wealth Advisors
Maryland
$768K
BSSFA
452
Baron Silver Stevens Financial Advisors
Florida
$766K
LSA
453
Lansing Street Advisors
Pennsylvania
$762K
WFA
454
Wells Financial Advisors
Massachusetts
$743K
NA
455
Novus Advisors
South Carolina
$738K
AFW
456
Avantra Family Wealth
Pennsylvania
$735K
DAS
457
Dynamic Advisor Solutions
Arizona
$712K
VFPW
458
Vantage Financial Partners (Wisconsin)
Wisconsin
$705K
SWP
459
Semus Wealth Partners
Florida
$703K
PFA
460
Pinnacle Family Advisors
Missouri
$692K
RCM
461
Raleigh Capital Management
North Carolina
$679K
SG
462
StoneX Group
New York
$670K
AL
463
Aspiriant LLC
California
$662K
BCA
464
Bay Colony Advisors
Massachusetts
$661K
CG
465
CFO4Life Group
Texas
$655K
GWANC
466
Guardian Wealth Advisors (North Carolina)
North Carolina
$652K
KA
467
Kovack Advisors
Florida
$650K
FHA
468
Flagship Harbor Advisors
Massachusetts
$647K
EFA
469
Edge Financial Advisors
Illinois
$645K
PJSIMP
470
P.J. Schmidt Investment Management (PJS)
Wisconsin
$640K
VFS
471
Valpey Financial Services
New Hampshire
$638K
GSWM
472
Golden State Wealth Management
California
$637K
GIA
473
Gladstone Institutional Advisory
Florida
$632K
AWA
474
Acorn Wealth Advisors
Michigan
$624K
VA
475
Valmark Advisers
Ohio
$611K