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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
HI
751
Hoey Investments
Pennsylvania
$47
HNB
752
Huntington National Bank
Ohio
$47
QWM
753
Quaker Wealth Management
New Jersey
$47
OC
754
Oarsman Capital
Wisconsin
-$41.7M -902,048 Closed
MYIA
755
Mount Yale Investment Advisors
Colorado
-$6.19M -133,923 Closed
DL
756
DOHJ LLC
Washington
-$3.92M -86,237 Closed
RSWM
757
Robertson Stephens Wealth Management
California
-$3.71M -80,338 Closed
EWA
758
Evolution Wealth Advisors
Florida
-$2.76M -59,608 Closed
TL
759
Tradewinds LLC
North Carolina
-$1.6M -34,642 Closed
SFA
760
Sequoia Financial Advisors
Ohio
-$1.01M -21,911 Closed
PCS
761
Private Client Services
Kentucky
-$1M -21,661 Closed
AA
762
Armis Advisers
Georgia
-$881K -19,062 Closed
MHS
763
M Holdings Securities
Oregon
-$834K -18,089 Closed
Charles Schwab
764
Charles Schwab
California
-$595K -12,867 Closed
CCWA
765
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$586K -12,685 Closed
OMC
766
Old Mission Capital
Illinois
-$542K -11,724 Closed
RPSA
767
Richard P. Slaughter Associates
Texas
-$515K -11,147 Closed
VWA
768
Visionary Wealth Advisors
Illinois
-$508K -10,982 Closed
AWM
769
Angeles Wealth Management
California
-$440K -9,522 Closed
SWM
770
SFG Wealth Management
Maryland
-$393K -8,511 Closed
EE
771
EWG Elevate
California
-$387K -8,362 Closed
M&T Bank
772
M&T Bank
New York
-$335K -7,250 Closed
APWA
773
Atlas Private Wealth Advisors
New Jersey
-$319K -6,895 Closed
1SB
774
1ST Source Bank
Indiana
-$307K -6,630 Closed
T
775
Transce3nd
Texas
-$305K -6,606 Closed