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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
ACA
51
Affinity Capital Advisors
California
$60.9M +$4.7M +101,692 +8%
Citadel Advisors
52
Citadel Advisors
Florida
$59.9M +$59.3M +1,281,984 New
BAAM
53
Baker Avenue Asset Management
California
$59.7M +$1.18M +25,410 +2%
P
54
&Partners
Tennessee
$58M +$6.23M +134,665 +12%
KAS
55
Kestra Advisory Services
Texas
$57.2M -$3.13M -67,746 -5%
SW
56
SoFi Wealth
California
$53.2M -$8.34M -180,237 -14%
IDA
57
Intelligence Driven Advisers
California
$52.1M +$3.35M +72,539 +7%
SHJ
58
Sharkey, Howes & Javer
Colorado
$51.3M -$9.48M -204,988 -16%
SW
59
SteelPeak Wealth
California
$50.1M -$5.89M -127,264 -11%
AI
60
Atria Investments
North Carolina
$48.4M -$6.98M -150,883 -13%
AWE
61
Avidian Wealth Enterprises
Texas
$47.4M +$673K +14,543 +1%
SHIM
62
Stone House Investment Management
Pennsylvania
$46.6M -$5.45M -117,826 -11%
GSIS
63
Global Strategic Investment Solutions
Arizona
$46.3M +$5.88M +127,223 +15%
HFA
64
High Falls Advisors
New York
$45.6M -$6.55M -141,713 -13%
CW
65
CreativeOne Wealth
Kansas
$45.4M +$749K +16,203 +2%
IWA
66
Icon Wealth Advisors
Texas
$44.8M -$8.78M -189,831 -17%
DWM
67
Destination Wealth Management
California
$44.6M +$1.11M +23,912 +3%
IA
68
Integrity Alliance
Iowa
$42.8M +$5.43M +117,484 +15%
KeyBank National Association
69
KeyBank National Association
Ohio
$42.7M -$269K -5,806 -0.6%
RFC
70
Regions Financial Corp
Alabama
$42.4M +$578K +12,503 +1%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$42.2M -$406K -8,786 -1%
NP
72
NorthRock Partners
Minnesota
$41.5M +$41.1M +888,108 New
SI
73
Stash Investments
New York
$40.6M +$3.18M +68,843 +9%
UF
74
Univest Financial
Pennsylvania
$38.9M +$4.62M +99,806 +14%
BCI
75
Brinker Capital Investments
Pennsylvania
$37.5M -$1.01M -21,807 -3%