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iShares Core Universal USD Bond ETF

748 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, 340 reducing their positions, and 55 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:

11% less funds holding in top 10

Funds holding in top 10: 9484 (-10)

23% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 340

Holders
748
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
PAG
126
Private Advisor Group
New Jersey
$15.4M
Comerica Bank
127
Comerica Bank
Texas
$15.1M
B
128
Bensler
Washington
$15.1M
FPCG
129
Forum Private Client Group
Indiana
$15M
TWM
130
Tanager Wealth Management
United Kingdom
$14.9M
PA
131
PFG Advisors
Arizona
$14.9M
MFG
132
Merit Financial Group
Georgia
$14.6M
EF
133
Elite Financial
Idaho
$14.6M
TVM
134
True Vision MN
Minnesota
$14.5M
HPM
135
Hoxton Planning & Management
West Virginia
$14.5M
MA
136
Mutual Advisors
Nebraska
$14.4M
OWA
137
One Wealth Advisors
California
$14.4M
FLA
138
Financial Life Advisors
Texas
$14M
TIA
139
Tiemann Investment Advisors
California
$13.8M
EPW
140
Endeavor Private Wealth
Kansas
$13.6M
SA
141
Sovran Advisors
California
$13.4M
MWM
142
Modern Wealth Management
Kansas
$13.1M
SWP
143
Summit Wealth Partners
Florida
$12.9M
WP
144
WealthShield Partners
North Carolina
$12.9M
LPAM
145
Lodestar Private Asset Management
California
$12.8M
CA
146
Claro Advisors
Massachusetts
$12.3M
AIA
147
Armor Investment Advisors
North Carolina
$12.3M
AA
148
Ancora Advisors
Ohio
$12M
ATS
149
Ashton Thomas Securities
New York
$11.8M
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$11.7M