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iShares Core Universal USD Bond ETF

751 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, 342 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

2% more funds holding

Funds holding: 738751 (+13)

1% less capital invested

Capital invested by funds: $32.2B → $31.9B (-$372M)

2.5% less ownership

Funds ownership: 98.03%95.53% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 9484 (-10)

24% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 342

Holders
751
Holders Change
+13
Holders Change %
+1.76%
% of All Funds
9.86%
Holding in Top 10
84
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.64%
% of All Funds
1.1%
New
83
Increased
261
Reduced
342
Closed
55
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 -$4.21M -90,944 -22%
Comerica Bank
127
Comerica Bank
Texas
$15.1M +$170K +3,668 +1%
B
128
Bensler
Washington
$15.1M -$564K -12,205 -4%
FPCG
129
Forum Private Client Group
Indiana
$15M +$247K +5,335 +2%
TWM
130
Tanager Wealth Management
United Kingdom
$14.9M +$6.47M +139,991 +78%
PA
131
PFG Advisors
Arizona
$14.9M +$522K +11,296 +4%
MFG
132
Merit Financial Group
Georgia
$14.6M -$1.94M -41,903 -12%
EF
133
Elite Financial
Idaho
$14.6M +$1.15M +24,826 +9%
TVM
134
True Vision MN
Minnesota
$14.5M -$1.57M -33,919 -10%
HPM
135
Hoxton Planning & Management
West Virginia
$14.5M -$583K -12,611 -4%
MA
136
Mutual Advisors
Nebraska
$14.4M +$711K +15,374 +5%
OWA
137
One Wealth Advisors
California
$14.4M -$3.48M -75,238 -20%
FLA
138
Financial Life Advisors
Texas
$14M -$527K -11,404 -4%
TIA
139
Tiemann Investment Advisors
California
$13.8M +$351K +7,579 +3%
EPW
140
Endeavor Private Wealth
Kansas
$13.6M +$664K +14,364 +5%
SA
141
Sovran Advisors
California
$13.4M -$3.07M -66,481 -19%
MWM
142
Modern Wealth Management
Kansas
$13.1M -$14.6M -314,670 -53%
SWP
143
Summit Wealth Partners
Florida
$12.9M +$1.27M +27,393 +11%
WP
144
WealthShield Partners
North Carolina
$12.9M -$778K -16,827 -6%
LPAM
145
Lodestar Private Asset Management
California
$12.8M +$562K +12,153 +5%
CA
146
Claro Advisors
Massachusetts
$12.3M +$819K +17,711 +7%
AIA
147
Armor Investment Advisors
North Carolina
$12.3M +$12.2M +263,381 New
AA
148
Ancora Advisors
Ohio
$12M -$129K -2,782 -1%
ATS
149
Ashton Thomas Securities
New York
$11.8M +$11.7M +253,548 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$11.7M -$705K -15,242 -6%