We are live on ! Find out more
IUSB icon

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
CIA
176
Concurrent Investment Advisors
Florida
$8.21M +$3.72M +80,496 +85%
OWCM
177
One Wealth Capital Management
Arizona
$8.12M -$1.41M -30,428 -15%
TPA
178
Trivium Point Advisory
Connecticut
$8.08M +$281K +6,086 +4%
FRA
179
FFG Retirement Advisors
Colorado
$8.03M -$965K -20,861 -11%
MFA
180
Mayflower Financial Advisors
Massachusetts
$8.03M -$1.23M -26,545 -13%
KG
181
Kilter Group
New York
$7.99M -$1.99M -43,027 -20%
FFN
182
Focus Financial Network
Minnesota
$7.56M +$31K +670 +0.4%
ASN
183
Advisory Services Network
Georgia
$7.56M -$652K -14,098 -8%
SWA
184
Sax Wealth Advisors
New Jersey
$7.48M -$425K -9,192 -5%
DAS
185
Diversify Advisory Services
Utah
$7.46M +$754K +16,301 +11%
TPWA
186
Twin Peaks Wealth Advisors
California
$7.45M -$661K -14,299 -8%
ATPW
187
Ashton Thomas Private Wealth
Arizona
$7.33M +$1.26M +27,276 +21%
CWM
188
Centurion Wealth Management
Virginia
$7.23M -$672K -14,539 -9%
YWM
189
Yukon Wealth Management
Kansas
$7.16M -$117K -2,523 -2%
QFA
190
Quattro Financial Advisors
Texas
$7.09M -$206K -4,464 -3%
GWP
191
Gateway Wealth Partners
Wisconsin
$7.07M -$50K -1,082 -0.7%
IA
192
IFP Advisors
Florida
$6.81M -$267K -5,773 -4%
Creative Planning
193
Creative Planning
Kansas
$6.64M +$2.54M +54,926 +63%
CWS
194
Cypress Wealth Services
California
$6.63M -$971K -21,000 -13%
VNA
195
Valley National Advisers
Pennsylvania
$6.45M +$177K +3,833 +3%
CWI
196
Conscious Wealth Investments
Florida
$6.39M +$1.24M +26,826 +24%
BAWM
197
Bennett Associates Wealth Management
Pennsylvania
$6.33M +$1.2M +25,999 +24%
SCA
198
Snowden Capital Advisors
New York
$6.26M -$238K -5,154 -4%
VT
199
Vise Technologies
New York
$6.23M +$6.17M +133,413 New
Invesco
200
Invesco
Georgia
$6.18M +$387K +8,366 +7%