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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
VVP
776
Venture Visionary Partners
Ohio
-$296K -6,400 Closed
BDPWM
777
Barnes Dennig Private Wealth Management
Ohio
-$295K -6,377 Closed
NRI
778
NFP Retirement Inc
California
-$285K -6,158 Closed
DT
779
Diversified Trust
Tennessee
-$280K -6,051 Closed
ML
780
McAdam LLC
Pennsylvania
-$259K -5,594 Closed
OAS
781
Optivise Advisory Services
Tennessee
-$250K -5,407 Closed
Brown Advisory
782
Brown Advisory
Maryland
-$246K -5,314 Closed
NCFG
783
New Century Financial Group
New Jersey
-$225K -4,856 Closed
SCA
784
Scott Capital Advisors
Oregon
-$218K -4,751 Closed
PA
785
PSI Advisors
Florida
-$213K -4,611 Closed
WAP
786
Wealthcare Advisory Partners
Pennsylvania
-$207K -4,472 Closed
WJA
787
Willis Johnson & Associates
Texas
-$203K -4,395 Closed
MFG
788
Magnus Financial Group
New York
-$203K -4,394 Closed
KFGG
789
Keystone Financial Group (Georgia)
Georgia
-$201K -4,381 Closed
BCMLT
790
Beacon Capital Management LLC (Tennessee)
Tennessee
-$180K -3,902 Closed
SC
791
Stephens Consulting
Michigan
-$168K -3,636 Closed
ETC
792
Exchange Traded Concepts
Oklahoma
-$158K -3,407 Closed
AAP
793
Arax Advisory Partners
Colorado
-$139K -3,005 Closed
MPWT
794
MassMutual Private Wealth & Trust
Connecticut
-$104K -2,243 Closed
WTFG
795
Wood Tarver Financial Group
Idaho
-$81K -1,754 Closed
MHR
796
Matthew Hamilton Rosenberg
-$22.9K -495 Closed
BFP
797
Briaud Financial Planning
Texas
-$17K -389 Closed
EB
798
Eastern Bank
Massachusetts
-$17.2K -373 Closed
ADL
799
Asset Dedication LLC
California
-$11.9K -257 Closed
MAWAG
800
Mid-American Wealth Advisory Group
Missouri
-$10.2K -220 Closed