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iShares Core Universal USD Bond ETF

748 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, 340 reducing their positions, and 55 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:

11% less funds holding in top 10

Funds holding in top 10: 9484 (-10)

23% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 340

Holders
748
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
SWA
526
SFMG Wealth Advisors
Texas
$428K
FWM
527
FLP Wealth Management
Arkansas
$425K
PCG
528
Prosperity Consulting Group
Maryland
$421K
TWA
529
TCI Wealth Advisors
Arizona
$417K
TPWM
530
Twelve Points Wealth Management
Massachusetts
$409K
AWM
531
Axxcess Wealth Management
California
$407K
EW
532
Evoke Wealth
California
$403K
MWM
533
Meridian Wealth Management
Kentucky
$401K
BFG
534
Beacon Financial Group
Texas
$400K
PAS
535
PKS Advisory Services
New York
$400K
GWA
536
Genesis Wealth Advisors
Massachusetts
$398K
FCT
537
Family Capital Trust
Massachusetts
$397K
1CP
538
17 Capital Partners
Arizona
$396K
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$395K
TPWA
540
TRUE Private Wealth Advisors
Oregon
$391K
NCM
541
Northwest Capital Management
Oregon
$387K
BAG
542
Bridgewealth Advisory Group
California
$384K
MT
543
Midwest Trust
Kansas
$383K
HR
544
Howe & Rusling
New York
$379K
NRC
545
New Republic Capital
North Carolina
$379K
IA
546
Inspire Advisors
Idaho
$379K
TIAA Trust, National Association
547
TIAA Trust, National Association
North Carolina
$375K
TVAMP
548
Tennessee Valley Asset Management Partners
Tennessee
$371K
SCM
549
Saxony Capital Management
Missouri
$368K
TAM
550
TCP Asset Management
Ohio
$365K