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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
SF
151
SWP Financial
California
$11.6M -$785K -16,982 -6%
KWM
152
Kingsview Wealth Management
Oregon
$11.2M +$10.3M +222,974 +1,348%
GGS
153
Galvin Gaustad & Stein
Arizona
$11.2M +$174K +3,770 +2%
WIA
154
World Investment Advisors
California
$11M -$78.4K -1,695 -0.7%
AR
155
Apeiron RIA
Texas
$10.6M -$588K -12,715 -5%
TWM
156
TSA Wealth Management
Texas
$10.1M -$567K -12,258 -5%
CAG
157
Csenge Advisory Group
Florida
$9.92M -$837K -18,105 -8%
Renaissance Technologies
158
Renaissance Technologies
New York
$9.89M +$2.35M +50,900 +32%
Citigroup
159
Citigroup
New York
$9.83M +$8.58M +185,434 +741%
EL
160
EWA LLC
Pennsylvania
$9.57M -$1.32M -28,559 -12%
DPI
161
Diversified Portfolios Inc
Michigan
$9.57M -$8.14M -176,088 -46%
OWM
162
Orgel Wealth Management
Wisconsin
$9.55M +$740 +16 +0%
AWM
163
Apollon Wealth Management
South Carolina
$9.33M +$284K +6,138 +3%
SFS
164
Security Financial Services
Indiana
$9.15M -$1.51M -32,607 -14%
TSWM
165
Triangle Securities Wealth Management
North Carolina
$8.92M +$129K +2,787 +1%
RCS
166
Retirement Capital Strategies
California
$8.74M -$105K -2,268 -1%
SL
167
Sentinus LLC
Illinois
$8.66M +$237K +5,127 +3%
VW
168
Veridan Wealth
Oregon
$8.63M +$8.54M +184,683 New
FA
169
Fedenia Advisers
Wisconsin
$8.6M -$348K -7,514 -4%
NCM
170
New Capital Management
Texas
$8.53M +$1.54M +33,288 +22%
CPG
171
Cornerstone Planning Group
New Jersey
$8.46M +$8.11M +175,388 +3,366%
HCA
172
Heck Capital Advisors
Wisconsin
$8.37M +$5.71M +123,370 +221%
KV
173
Kickstand Ventures
New York
$8.34M +$498K +10,765 +6%
C1AG
174
Client 1st Advisory Group
Florida
$8.28M +$224K +4,845 +3%
BWMG
175
Barnes Wealth Management Group
California
$8.27M -$215K -4,646 -3%