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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
VA
476
Valmark Advisers
Ohio
$611K +$7.58K +164 +1%
SA
477
Scarborough Advisors
Maryland
$610K -$14.3K -309 -2%
ECM
478
Evergreen Capital Management
Washington
$607K +$601K +12,989 New
OPWM
479
Oregon Pacific Wealth Management
Oregon
$606K +$121K +2,627 +25%
AF
480
Advisornet Financial
Minnesota
$605K -$107K -2,310 -15%
GAM
481
Gotham Asset Management
New York
$602K
EAM
482
Empirical Asset Management
Massachusetts
$588K -$145K -3,137 -20%
SG
483
Stanich Group
New York
$585K +$580K +12,532 New
BFA
484
Blueprint Financial Advisors
North Carolina
$578K +$572K +12,371 New
BIP
485
Blueprint Investment Partners
North Carolina
$576K +$570K +12,331 New
RWIA
486
Roger Wittlin Investment Advisory
California
$573K +$160K +3,465 +39%
CWM
487
Cahaba Wealth Management
Georgia
$571K +$4.76K +103 +0.8%
MG
488
Mather Group
Illinois
$562K -$178K -3,854 -24%
Bank of Montreal
489
Bank of Montreal
Ontario, Canada
$557K +$21.6K +467 +4%
PCM
490
Parsons Capital Management
Rhode Island
$554K -$588K -12,711 -52%
CL
491
Choreo LLC
Illinois
$552K +$547K +11,819 New
PFS
492
Prospera Financial Services
Texas
$551K +$103K +2,229 +23%
CAM
493
Cresset Asset Management
Illinois
$551K +$10.5K +227 +2%
TA
494
TFB Advisors
Kansas
$548K -$278K -6,018 -34%
DIA
495
Davidson Investment Advisors
Montana
$545K
WFC
496
Western Financial Corp
California
$541K -$9.85K -213 -2%
TWP
497
Triad Wealth Partners
Kansas
$535K -$98.7K -2,134 -16%
GWMR
498
GC Wealth Management RIA
Massachusetts
$529K +$171K +3,694 +48%
LWA
499
LifeGoal Wealth Advisors
New York
$522K +$23.6K +511 +5%
AT
500
American Trust
Kentucky
$522K +$33.3K +719 +7%