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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
WT
651
Whittier Trust
California
$133K +$132K +2,852 New
EWM
652
Evolution Wealth Management
Florida
$133K +$18.4K +397 +16%
CT
653
Colonial Trust
South Carolina
$131K
FF
654
Finley Financial
Nevada
$126K
QCG
655
Quadrant Capital Group
Ohio
$120K +$119K +2,563 New
GWSG
656
GPS Wealth Strategies Group
Colorado
$118K -$25.3K -546 -18%
National Bank of Canada
657
National Bank of Canada
Quebec, Canada
$114K -$2.13K -46 -2%
NMG
658
New Millennium Group
Utah
$112K -$5.5K -119 -5%
FGAM
659
Financial Gravity Asset Management
Texas
$108K +$107K +2,319 New
HIA
660
Harbor Investment Advisory
Maryland
$103K -$12.8K -277 -11%
TIM
661
Thompson Investment Management
Wisconsin
$103K
AAS
662
Ameritas Advisory Services
Nebraska
$97.7K -$130K -2,808 -57%
CFO
663
CVA Family Office
Colorado
$95.7K +$3.65K +79 +4%
Q1WB
664
Quest 10 Wealth Builders
Virginia
$89.8K +$21K +455 +31%
TF
665
Tompkins Financial
New York
$81K
GA
666
GoalVest Advisory
New York
$75.9K
T
667
Tidemark
California
$69.3K +$35K +757 +104%
PWAM
668
Private Wealth Asset Management
Iowa
$68.9K -$4.3K -93 -6%
SC
669
SouthState Corp
Florida
$67.9K -$94.8K -2,050 -59%
GEA
670
Glen Eagle Advisors
New Jersey
$66K +$51.7K +1,118 +378%
IRC
671
Investors Research Corp
Georgia
$65K +$33.9K +734 +112%
SIC
672
Salem Investment Counselors
North Carolina
$64.2K
MAS
673
MPWM Advisory Solutions
Georgia
$62.3K
KFI
674
Key Financial Inc
Pennsylvania
$62.1K +$6.75K +146 +12%
RFG
675
REAP Financial Group
Texas
$56.6K +$3.24K +70 +6%