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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
Comerica Bank
126
Comerica Bank
Texas
$15.1M
B
127
Bensler
Washington
$15.1M
FPCG
128
Forum Private Client Group
Indiana
$15M
TWM
129
Tanager Wealth Management
United Kingdom
$14.9M
PA
130
PFG Advisors
Arizona
$14.9M
MFG
131
Merit Financial Group
Georgia
$14.6M
EF
132
Elite Financial
Idaho
$14.6M
TVM
133
True Vision MN
Minnesota
$14.5M
HPM
134
Hoxton Planning & Management
West Virginia
$14.5M
MA
135
Mutual Advisors
Nebraska
$14.4M
OWA
136
One Wealth Advisors
California
$14.4M
FLA
137
Financial Life Advisors
Texas
$14M
TIA
138
Tiemann Investment Advisors
California
$13.8M
EPW
139
Endeavor Private Wealth
Kansas
$13.6M
SA
140
Sovran Advisors
California
$13.4M
MWM
141
Modern Wealth Management
Kansas
$13.1M
SWP
142
Summit Wealth Partners
Florida
$12.9M
WP
143
WealthShield Partners
North Carolina
$12.9M
LPAM
144
Lodestar Private Asset Management
California
$12.8M
CA
145
Claro Advisors
Massachusetts
$12.3M
AIA
146
Armor Investment Advisors
North Carolina
$12.3M
AA
147
Ancora Advisors
Ohio
$12M
ATS
148
Ashton Thomas Securities
New York
$11.8M
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$11.7M
SF
150
SWP Financial
California
$11.6M