We are live on ! Find out more
IUSB icon

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
FIA
26
Foundations Investment Advisors
Arizona
$153M -$2.49M -53,752 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$153M +$7.41M +160,300 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$145M -$5.22M -112,818 -3%
UBS Group
29
UBS Group
Switzerland
$141M +$12M +260,096 +9%
NA
30
NewEdge Advisors
Louisiana
$123M -$3.96M -85,556 -3%
SA
31
Sanctuary Advisors
Indiana
$119M -$15.3M -331,160 -11%
AF
32
Allworth Financial
California
$119M -$3.07M -66,418 -3%
JC
33
JB Capital
Connecticut
$118M -$20.8M -449,675 -15%
Stifel Financial
34
Stifel Financial
Missouri
$118M -$13.3M -287,329 -10%
MAV
35
Mason & Associates (Virginia)
Virginia
$113M +$46 +1 +0%
Bank of America
36
Bank of America
North Carolina
$106M -$5.7M -123,254 -5%
FCAS
37
First Command Advisory Services
Texas
$103M +$5.22M +112,933 +5%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$87M +$83.6M +1,808,643 +3,348%
SAI
39
Savvy Advisors Inc
New York
$82.9M +$29.8M +644,791 +57%
AssetMark Inc
40
AssetMark Inc
California
$82.2M +$2.7M +58,444 +3%
IWC
41
Integrated Wealth Concepts
Massachusetts
$75.3M +$2.46M +53,285 +3%
MC
42
McMorgan & Co
California
$74.6M -$3.29M -71,090 -4%
CIA
43
Compass Ion Advisors
Pennsylvania
$73.9M +$3.73M +80,618 +5%
Truist Financial
44
Truist Financial
North Carolina
$72.1M -$3.17M -68,561 -4%
FFA
45
Farther Finance Advisors
California
$71.8M -$44M -951,260 -38%
US Bancorp
46
US Bancorp
Minnesota
$68.8M -$6.62M -143,112 -9%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$68M -$4.29M -92,730 -6%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$67M +$312K +6,738 +0.5%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$65.1M -$3.82M -82,676 -6%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$63.6M +$1.29M +27,991 +2%