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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
RFP
676
Root Financial Partners
California
$56.1K +$55.5K +1,200 New
Qube Research & Technologies (QRT)
677
Qube Research & Technologies (QRT)
United Kingdom
$54.9K -$113K -2,433 -67%
AIM
678
Anchor Investment Management
South Carolina
$51.9K
CFS
679
Compass Financial Services
Iowa
$51.8K +$51.3K +1,110 New
VWA
680
Valued Wealth Advisors
Utah
$49.6K -$1.16K -25 -2%
FWP
681
FAS Wealth Partners
Kansas
$49.1K +$509 +11 +1%
Franklin Resources
682
Franklin Resources
California
$49K
AC
683
AlphaCore Capital
California
$48.1K
RCM
684
Richardson Capital Management
Wisconsin
$43.4K +$43K +930 New
UFPG
685
United Financial Planning Group
New York
$42.6K +$49.2K +1,063 New
CI
686
CX Institutional
Indiana
$42K +$139 +3 +0.3%
BBHC
687
Brown Brothers Harriman & Co
New York
$37.2K
FFC
688
First Financial Corp
Indiana
$35.8K
CAM
689
Chesapeake Asset Management
New York
$32K
CF
690
Collier Financial
Colorado
$31.9K +$31.5K +682 New
CFG
691
Chapman Financial Group
Hawaii
$30.9K +$30.6K +661 New
TFG
692
Team Financial Group
California
$28.9K +$10.1K +218 +54%
HBW
693
Hazlett, Burt & Watson
West Virginia
$28K -$8.37K -181 -23%
JWA
694
JFS Wealth Advisors
Pennsylvania
$27.8K -$3.01K -65 -10%
CIBC Private Wealth Group
695
CIBC Private Wealth Group
Georgia
$26.8K +$26.5K +574 New
HPC
696
HM Payson & Co
Maine
$20.9K
BWM
697
Bernard Wealth Management
Michigan
$19.9K
RF
698
Robinswood Financial
Washington
$18.3K -$4.53K -98 -20%
WTC
699
WhitTier Trust Company
Nevada
$17.4K
WWM
700
Wolff Wiese Magana
California
$16.7K