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iShares Core Universal USD Bond ETF

734 hedge funds and large institutions have $31.5B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 260 increasing their positions, 329 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:

15% less funds holding in top 10

Funds holding in top 10: 9480 (-14)

21% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 329

Holders
734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
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
RWIA
476
Roger Wittlin Investment Advisory
California
$573K
CWM
477
Cahaba Wealth Management
Georgia
$571K
MG
478
Mather Group
Illinois
$562K
Bank of Montreal
479
Bank of Montreal
Ontario, Canada
$557K
PCM
480
Parsons Capital Management
Rhode Island
$554K
CL
481
Choreo LLC
Illinois
$552K
PFS
482
Prospera Financial Services
Texas
$551K
TA
483
TFB Advisors
Kansas
$548K
DIA
484
Davidson Investment Advisors
Montana
$545K
WFC
485
Western Financial Corp
California
$541K
TWP
486
Triad Wealth Partners
Kansas
$535K
GWMR
487
GC Wealth Management RIA
Massachusetts
$529K
LWA
488
LifeGoal Wealth Advisors
New York
$522K
AT
489
American Trust
Kentucky
$522K
FPAS
490
Focus Partners Advisor Solutions
Missouri
$518K
CF
491
Centaurus Financial
California
$515K
SC
492
Savant Capital
Illinois
$513K
RCAG
493
Rehmann Capital Advisory Group
Michigan
$511K
TFCP
494
Twin Focus Capital Partners
Massachusetts
$509K
LFG
495
Lockerman Financial Group
California
$504K
TA
496
TrueWealth Advisors
Alabama
$504K
ACC
497
Acorn Creek Capital
Colorado
$497K
PP
498
Prosperity Planning
Missouri
$495K
SSCM
499
Spectrum Strategic Capital Management
Oregon
$493K
FIM
500
Freedom Investment Management
Connecticut
$491K