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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
TWM
126
Tanager Wealth Management
United Kingdom
$14.9M
PA
127
PFG Advisors
Arizona
$14.9M
MFG
128
Merit Financial Group
Georgia
$14.6M
EF
129
Elite Financial
Idaho
$14.6M
TVM
130
True Vision MN
Minnesota
$14.5M
HPM
131
Hoxton Planning & Management
West Virginia
$14.5M
MA
132
Mutual Advisors
Nebraska
$14.4M
OWA
133
One Wealth Advisors
California
$14.4M
FLA
134
Financial Life Advisors
Texas
$14M
TIA
135
Tiemann Investment Advisors
California
$13.8M
EPW
136
Endeavor Private Wealth
Kansas
$13.6M
SA
137
Sovran Advisors
California
$13.4M
MWM
138
Modern Wealth Management
Kansas
$13.1M
SWP
139
Summit Wealth Partners
Florida
$12.9M
WP
140
WealthShield Partners
North Carolina
$12.9M
LPAM
141
Lodestar Private Asset Management
California
$12.8M
CA
142
Claro Advisors
Massachusetts
$12.3M
AIA
143
Armor Investment Advisors
North Carolina
$12.3M
AA
144
Ancora Advisors
Ohio
$12M
ATS
145
Ashton Thomas Securities
New York
$11.8M
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$11.7M
SF
147
SWP Financial
California
$11.6M
KWM
148
Kingsview Wealth Management
Oregon
$11.2M
GGS
149
Galvin Gaustad & Stein
Arizona
$11.2M
WIA
150
World Investment Advisors
California
$11M