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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
TAM
551
TCP Asset Management
Ohio
$365K
AWA
552
A4 Wealth Advisors
North Carolina
$365K +$361K +7,808 New
PWS
553
Precision Wealth Strategies
Missouri
$363K -$36.7K -793 -9%
SHFA
554
SC&H Financial Advisors
Maryland
$359K +$356K +7,696 New
KCM
555
Kathmere Capital Management
Pennsylvania
$358K
GFPC
556
Global Financial Private Client
Florida
$355K -$76.6K -1,657 -18%
BA
557
Bellwether Advisors
Nebraska
$352K
PW
558
PUREfi Wealth
Massachusetts
$351K -$101K -2,173 -22%
FPGK
559
Financial Partners Group (Kansas)
Kansas
$343K +$1.76K +38 +0.5%
VWWMG
560
Vermillion & White Wealth Management Group
Pennsylvania
$342K
KFGK
561
Keystone Financial Group (Kentucky)
Kentucky
$342K +$50.7K +1,096 +18%
CSP
562
Cary Street Partners
Virginia
$341K +$3.05K +66 +0.9%
SS
563
Sunbelt Securities
Texas
$330K -$763K -16,499 -70%
NG
564
Novem Group
New York
$320K -$32.1K -693 -9%
NS
565
NBC Securities
Alabama
$313K -$70.6K -1,527 -19%
AWM
566
Apex Wealth Management
New Hampshire
$312K +$3.24K +70 +1%
ES
567
ETF Store
Kansas
$311K +$1.94K +42 +0.6%
TC
568
Trilogy Capital
California
$311K -$24.7K -535 -7%
BWP
569
Balboa Wealth Partners
Arizona
$310K +$48K +1,038 +19%
SFG
570
Snider Financial Group
Washington
$307K +$10.7K +231 +4%
IAIM
571
International Assets Investment Management
Florida
$307K
SPWG
572
Syntegra Private Wealth Group
Missouri
$307K -$90.8K -1,963 -23%
OPWM
573
Oxinas Partners Wealth Management
Indiana
$305K -$8.37K -181 -3%
ICP
574
Interchange Capital Partners
Pennsylvania
$304K -$76.5K -1,653 -20%
AT
575
Arlington Trust
Alabama
$303K