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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
IWM
501
IHT Wealth Management
Illinois
$489K
CFS
502
Coordinated Financial Services
Colorado
$488K
TPCW
503
TD Private Client Wealth
New York
$484K
FA
504
Flagstar Advisors
New York
$472K
SIG
505
Spinnaker Investment Group
California
$472K
RFG
506
RFP Financial Group
Georgia
$471K
Fisher Asset Management
507
Fisher Asset Management
Washington
$471K
RW
508
Ridgeline Wealth
Arizona
$468K
JSW
509
Journey Strategic Wealth
New Jersey
$458K
LWM
510
LongView Wealth Management
Georgia
$456K
MHB
511
Midwest Heritage Bank
Iowa
$447K
SF
512
Synovus Financial
Georgia
$447K
ST
513
Spinnaker Trust
Maine
$438K
CSB
514
City State Bank
Iowa
$434K
SWA
515
SFMG Wealth Advisors
Texas
$428K
FWM
516
FLP Wealth Management
Arkansas
$425K
PCG
517
Prosperity Consulting Group
Maryland
$421K
TWA
518
TCI Wealth Advisors
Arizona
$417K
TPWM
519
Twelve Points Wealth Management
Massachusetts
$409K
AWM
520
Axxcess Wealth Management
California
$407K
EW
521
Evoke Wealth
California
$403K
MWM
522
Meridian Wealth Management
Kentucky
$401K
BFG
523
Beacon Financial Group
Texas
$400K
PAS
524
PKS Advisory Services
New York
$400K
GWA
525
Genesis Wealth Advisors
Massachusetts
$398K