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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
AC
76
Apella Capital
Connecticut
$31.2M
SB
77
Strategic Blueprint
Georgia
$31.1M
GAG
78
GM Advisory Group
New York
$31.1M
LWMI
79
Landmark Wealth Management (Illinois)
Illinois
$30.5M
OAP
80
One Advisory Partners
Kansas
$30.3M
TF
81
Trek Financial
Arizona
$29.3M
EWP
82
Elevation Wealth Partners
California
$28.8M
PWM
83
Perigon Wealth Management
California
$27.2M
SF
84
Summit Financial
New Jersey
$27.2M
Corient Private Wealth
85
Corient Private Wealth
Florida
$26.5M
SFO
86
Stokes Family Office
Louisiana
$26.4M
KFSC
87
Keystone Financial Services (Colorado)
Colorado
$26.3M
BTI
88
Blue Trust Inc
Georgia
$25.8M
HGWM
89
Horst & Graben Wealth Management
Oregon
$25.5M
MOS
90
MGO One Seven
Ohio
$25.3M
PS
91
Principal Securities
Iowa
$24.5M
AFG
92
Atomi Financial Group
New York
$24.3M
BCM
93
Brookstone Capital Management
Illinois
$23.4M
PFG
94
PAX Financial Group
Texas
$23M
KW
95
KWB Wealth
California
$22.6M
AWM
96
AE Wealth Management
Kansas
$22.5M
SA
97
Skyline Advisors
Washington
$22.2M
SWM
98
Spire Wealth Management
Virginia
$21.8M
APW
99
Austin Private Wealth
Texas
$21.8M
BHWM
100
Bay Harbor Wealth Management
Maryland
$20.9M