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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
CSB
526
City State Bank
Iowa
$434K -$72.4K -1,566 -14%
SWA
527
SFMG Wealth Advisors
Texas
$428K +$12.2K +264 +3%
FWM
528
FLP Wealth Management
Arkansas
$425K +$49K +1,059 +13%
PCG
529
Prosperity Consulting Group
Maryland
$421K +$417K +9,014 New
TWA
530
TCI Wealth Advisors
Arizona
$417K
TPWM
531
Twelve Points Wealth Management
Massachusetts
$409K -$6.84K -148 -2%
AWM
532
Axxcess Wealth Management
California
$407K +$37.9K +819 +10%
EW
533
Evoke Wealth
California
$403K +$399K +8,632 New
MWM
534
Meridian Wealth Management
Kentucky
$401K +$12.8K +276 +3%
BFG
535
Beacon Financial Group
Texas
$400K -$13.1K -283 -3%
PAS
536
PKS Advisory Services
New York
$400K -$23.9K -516 -6%
GWA
537
Genesis Wealth Advisors
Massachusetts
$398K +$6.84K +148 +2%
FCT
538
Family Capital Trust
Massachusetts
$397K
1CP
539
17 Capital Partners
Arizona
$396K +$33.6K +726 +9%
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$395K +$36.8K +795 +10%
TPWA
541
TRUE Private Wealth Advisors
Oregon
$391K -$80.2K -1,734 -17%
NCM
542
Northwest Capital Management
Oregon
$387K -$1.02M -22,107 -73%
BAG
543
Bridgewealth Advisory Group
California
$384K -$331K -7,149 -46%
MT
544
Midwest Trust
Kansas
$383K +$57.7K +1,247 +18%
HR
545
Howe & Rusling
New York
$379K +$1.85K +40 +0.5%
NRC
546
New Republic Capital
North Carolina
$379K -$61.6K -1,331 -14%
IA
547
Inspire Advisors
Idaho
$379K +$26.4K +571 +8%
TIAA Trust, National Association
548
TIAA Trust, National Association
North Carolina
$375K +$371K +8,031 New
TVAMP
549
Tennessee Valley Asset Management Partners
Tennessee
$371K +$367K +7,935 New
SCM
550
Saxony Capital Management
Missouri
$368K -$6.55M -141,572 -95%