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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
CFP
726
Comprehensive Financial Planning
Pennsylvania
$5.04K -$5K -108 -50%
CJ
727
Caitlin John
Michigan
$5.04K +$5K +108 New
RIA
728
Realta Investment Advisors
Delaware
$4.74K +$4.72K +102 New
LFG
729
Larson Financial Group
Missouri
$4.72K +$4.67K +101 New
PGAM
730
Princeton Global Asset Management
New Jersey
$4.3K +$46 +1 +1%
BWL
731
Bogart Wealth LLC
Virginia
$4.25K
S
732
SignatureFD
Georgia
$3.97K
TCM
733
TD Capital Management
Tennessee
$3.13K
IW
734
Imprint Wealth
South Carolina
$2.34K +$2.31K +50 New
SWA
735
SOA Wealth Advisors
New York
$2.06K
LWA
736
Lowe Wealth Advisors
Maryland
$2.01K +$1.99K +43 New
AW
737
Avion Wealth
Texas
$2K +$2.08K +45 New
BNP Paribas Financial Markets
738
BNP Paribas Financial Markets
France
$1.87K -$2.31K -50 -56%
GA
739
Guerra Advisors
Florida
$1.77K +$1.76K +38 New
AWM
740
AllSquare Wealth Management
New York
$1.54K
GFWA
741
Grey Fox Wealth Advisors
Delaware
$1.26K +$1.25K +27 New
AIC
742
Archer Investment Corporation
Indiana
$934
SL
743
Salomon & Ludwin
Virginia
$793
FFO
744
Fortitude Family Office
Arizona
$607 -$277 -6 -32%
KWM
745
Kiker Wealth Management
Georgia
$607 +$601 +13 New
HWM
746
HighMark Wealth Management
Minnesota
$472
Russell Investments Group
747
Russell Investments Group
United Kingdom
$200 +$92 +2 +100%
GWSA
748
Global Wealth Strategies & Associates
Colorado
$187
EP
749
Essential Partners
California
$140
SWIM
750
Smallwood Wealth Investment Management
New Jersey
$93 +$92 +2 New