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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
SWM
101
Spire Wealth Management
Virginia
$21.8M
APW
102
Austin Private Wealth
Texas
$21.8M
BHWM
103
Bay Harbor Wealth Management
Maryland
$20.9M
WA
104
Wealth Alliance
New York
$20.8M
WWA
105
WCG Wealth Advisors
Nevada
$20M
BOH
106
Bank of Hawaii
Hawaii
$19.8M
HighTower Advisors
107
HighTower Advisors
Illinois
$19.3M
CAS
108
Coppell Advisory Solutions
Texas
$18.8M
SVWG
109
Shared Vision Wealth Group
United States
$18.8M
CAL
110
Capital Analysts LLC
Pennsylvania
$18.8M
RIA
111
Regal Investment Advisors
Michigan
$18.2M
WWG
112
West Wealth Group
California
$17.8M
CIAS
113
CFS Investment Advisory Services
New Jersey
$17.7M
PMWMG
114
Parr McKnight Wealth Management Group
Minnesota
$17.6M
USCWA
115
U.S. Capital Wealth Advisors
Texas
$17.3M
GRP
116
Global Retirement Partners
California
$16.9M
JSL
117
JT Stratford LLC
Georgia
$16.8M
FCM
118
Firestone Capital Management
Florida
$16.6M
5W
119
5T Wealth
California
$16.5M
SW
120
Simplicity Wealth
New Jersey
$16M
DADC
121
D.A. Davidson & Co
Montana
$15.9M
OWM
122
Opes Wealth Management
California
$15.7M
LWM
123
Liberty Wealth Management
California
$15.6M
CPBTD
124
Central Pacific Bank - Trust Division
Hawaii
$15.6M
PAG
125
Private Advisor Group
New Jersey
$15.4M