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iShares Core Universal USD Bond ETF

744 hedge funds and large institutions have $31.8B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 262 increasing their positions, 336 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:

13% less funds holding in top 10

Funds holding in top 10: 9482 (-12)

22% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 336

Holders
744
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
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
JSA
76
Jacobson & Schmitt Advisors
Wisconsin
$35.7M
MMA
77
Miracle Mile Advisors
California
$35.2M
AC
78
Apella Capital
Connecticut
$31.2M
SB
79
Strategic Blueprint
Georgia
$31.1M
GAG
80
GM Advisory Group
New York
$31.1M
LWMI
81
Landmark Wealth Management (Illinois)
Illinois
$30.5M
OAP
82
One Advisory Partners
Kansas
$30.3M
TF
83
Trek Financial
Arizona
$29.3M
EWP
84
Elevation Wealth Partners
California
$28.8M
PWM
85
Perigon Wealth Management
California
$27.2M
SF
86
Summit Financial
New Jersey
$27.2M
Corient Private Wealth
87
Corient Private Wealth
Florida
$26.5M
SFO
88
Stokes Family Office
Louisiana
$26.4M
KFSC
89
Keystone Financial Services (Colorado)
Colorado
$26.3M
BTI
90
Blue Trust Inc
Georgia
$25.8M
HGWM
91
Horst & Graben Wealth Management
Oregon
$25.5M
Legacy Financial Group (Iowa)
92
Legacy Financial Group (Iowa)
Iowa
$25.4M
MOS
93
MGO One Seven
Ohio
$25.3M
PS
94
Principal Securities
Iowa
$24.5M
AFG
95
Atomi Financial Group
New York
$24.3M
BCM
96
Brookstone Capital Management
Illinois
$23.4M
PFG
97
PAX Financial Group
Texas
$23M
KW
98
KWB Wealth
California
$22.6M
AWM
99
AE Wealth Management
Kansas
$22.5M
SA
100
Skyline Advisors
Washington
$22.2M