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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
BAMG
601
Brand Asset Management Group
Missouri
$248K +$245K +5,308 New
Tudor Investment Corp
602
Tudor Investment Corp
Connecticut
$246K -$223K -4,829 -48%
FFA
603
Founders Financial Alliance
North Carolina
$246K +$26.3K +569 +12%
AG
604
AmeriFlex Group
Nevada
$245K -$1.37M -29,568 -85%
FA
605
Fermata Advisors
California
$244K
CA
606
Crewe Advisors
Utah
$241K +$45.4K +982 +23%
Members Trust
607
Members Trust
Florida
$238K
AWM
608
Avior Wealth Management
Nebraska
$233K -$149K -3,231 -39%
OWA
609
Opal Wealth Advisors
New York
$232K -$11.5K -249 -5%
AFG
610
Altiora Financial Group
Ohio
$232K
BHPW
611
Beverly Hills Private Wealth
California
$232K -$145K -3,127 -39%
FSA
612
Financial Sense Advisors
California
$231K -$16.8K -364 -7%
CPRC
613
Consolidated Portfolio Review Corp
New York
$231K +$21.4K +462 +10%
HP
614
Holistic Planning
Texas
$230K -$32.4K -701 -12%
VAG
615
VisionPoint Advisory Group
Texas
$230K +$228K +4,921 New
IWN
616
Independent Wealth Network
Iowa
$229K +$227K +4,912 New
ICP
617
Impact Capital Partners
Colorado
$228K -$12.3K -267 -5%
PFA
618
Professional Financial Advisors
Nebraska
$228K +$15.8K +342 +8%
UCB
619
United Community Bank
South Carolina
$227K +$225K +4,866 New
Pathstone Holdings
620
Pathstone Holdings
New Jersey
$226K +$224K +4,844 New
SOS
621
Silver Oak Securities
Tennessee
$223K +$173K +3,738 +361%
DWM
622
DecisionMap Wealth Management
Virginia
$221K -$19.7K -426 -8%
PWM
623
PMG Wealth Management
Illinois
$221K -$22.2K -480 -9%
TAM
624
Tucker Asset Management
Colorado
$220K -$35K -757 -14%
IRP
625
Investment Research Partners
Pennsylvania
$220K +$217K +4,684 New