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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
FPAS
501
Focus Partners Advisor Solutions
Missouri
$518K -$2.91M -62,906 -85%
FEM
502
Fulcrum Equity Management
Texas
$517K -$103K -2,235 -17%
CF
503
Centaurus Financial
California
$515K +$104K +2,239 +25%
SC
504
Savant Capital
Illinois
$513K -$2.22K -48 -0.4%
RCAG
505
Rehmann Capital Advisory Group
Michigan
$511K -$35.3K -764 -7%
TFCP
506
Twin Focus Capital Partners
Massachusetts
$509K +$504K +10,893 New
LFG
507
Lockerman Financial Group
California
$504K -$62.5K -1,352 -11%
TA
508
TrueWealth Advisors
Alabama
$504K -$50.8K -1,099 -9%
ACC
509
Acorn Creek Capital
Colorado
$497K +$75.1K +1,624 +18%
PP
510
Prosperity Planning
Missouri
$495K
SSCM
511
Spectrum Strategic Capital Management
Oregon
$493K -$3.88K -84 -0.8%
FIM
512
Freedom Investment Management
Connecticut
$491K -$1.52M -32,827 -76%
IWM
513
IHT Wealth Management
Illinois
$489K -$48.7K -1,054 -9%
CFS
514
Coordinated Financial Services
Colorado
$488K -$64.3K -1,391 -12%
TPCW
515
TD Private Client Wealth
New York
$484K -$65.1K -1,408 -12%
FA
516
Flagstar Advisors
New York
$472K -$286K -6,183 -38%
SIG
517
Spinnaker Investment Group
California
$472K +$467K +10,102 New
RFG
518
RFP Financial Group
Georgia
$471K +$68.7K +1,486 +17%
Fisher Asset Management
519
Fisher Asset Management
Washington
$471K +$231K +4,987 +98%
RW
520
Ridgeline Wealth
Arizona
$468K -$277 -6 -0.1%
JSW
521
Journey Strategic Wealth
New Jersey
$458K -$116K -2,500 -20%
LWM
522
LongView Wealth Management
Georgia
$456K -$20.5K -443 -4%
MHB
523
Midwest Heritage Bank
Iowa
$447K -$20.3K -439 -4%
SF
524
Synovus Financial
Georgia
$447K +$209K +4,513 +89%
ST
525
Spinnaker Trust
Maine
$438K +$1.11K +24 +0.3%