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iShares Core Universal USD Bond ETF

734 hedge funds and large institutions have $31.5B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 260 increasing their positions, 329 reducing their positions, and 53 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:

15% less funds holding in top 10

Funds holding in top 10: 9480 (-14)

21% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 329

Holders
734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
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
BAAM
51
Baker Avenue Asset Management
California
$59.7M
P
52
&Partners
Tennessee
$58M
KAS
53
Kestra Advisory Services
Texas
$57.2M
SW
54
SoFi Wealth
California
$53.2M
IDA
55
Intelligence Driven Advisers
California
$52.1M
SHJ
56
Sharkey, Howes & Javer
Colorado
$51.3M
SW
57
SteelPeak Wealth
California
$50.1M
AI
58
Atria Investments
North Carolina
$48.4M
AWE
59
Avidian Wealth Enterprises
Texas
$47.4M
SHIM
60
Stone House Investment Management
Pennsylvania
$46.6M
GSIS
61
Global Strategic Investment Solutions
Arizona
$46.3M
HFA
62
High Falls Advisors
New York
$45.6M
CW
63
CreativeOne Wealth
Kansas
$45.4M
IWA
64
Icon Wealth Advisors
Texas
$44.8M
DWM
65
Destination Wealth Management
California
$44.6M
IA
66
Integrity Alliance
Iowa
$42.8M
KeyBank National Association
67
KeyBank National Association
Ohio
$42.7M
RFC
68
Regions Financial Corp
Alabama
$42.4M
Baird Financial Group
69
Baird Financial Group
Wisconsin
$42.2M
NP
70
NorthRock Partners
Minnesota
$41.5M
SI
71
Stash Investments
New York
$40.6M
UF
72
Univest Financial
Pennsylvania
$38.9M
BCI
73
Brinker Capital Investments
Pennsylvania
$37.5M
JSA
74
Jacobson & Schmitt Advisors
Wisconsin
$35.7M
MMA
75
Miracle Mile Advisors
California
$35.2M