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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
HC
201
Hoese & Co
Minnesota
$6.16M -$357K -7,720 -6%
BRWA
202
B. Riley Wealth Advisors
Florida
$6.15M -$336K -7,274 -5%
VCP
203
Verus Capital Partners
Arizona
$6.06M -$429K -9,279 -7%
E3F
204
Eight 31 Financial
Texas
$6.06M +$462K +9,981 +8%
RW
205
Regimen Wealth
Georgia
$6.03M +$122K +2,637 +2%
PA
206
PFW Advisors
Georgia
$6.02M +$11.8K +256 +0.2%
SWP
207
Sagespring Wealth Partners
Tennessee
$6.02M -$396K -8,570 -6%
BWA
208
BCU Wealth Advisors
Illinois
$5.9M -$1.22M -26,274 -17%
WIM
209
Westside Investment Management
California
$5.89M +$13.4K +290 +0.2%
RFP
210
RCS Financial Planning
Maryland
$5.86M -$252K -5,443 -4%
SAG
211
SageView Advisory Group
California
$5.81M +$4.93M +106,597 +602%
SL
212
SWMG LLC
Texas
$5.77M -$1.51M -32,690 -21%
IAS
213
Integrity Advisory Solutions
Texas
$5.73M +$5.68M +122,739 New
M1FG
214
Mach-1 Financial Group
Arkansas
$5.73M +$5.68M +122,739 New
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$5.69M +$962K +20,799 +21%
VWM
216
Venturi Wealth Management
Texas
$5.38M +$602K +13,020 +13%
RA
217
RFG Advisory
Alabama
$5.36M -$4.63M -100,067 -47%
OP
218
ORG Partners
Indiana
$5.28M -$225K -4,875 -4%
Betterment LLC
219
Betterment LLC
New York
$4.95M +$3.22M +69,562 +191%
FAM
220
Forte Asset Management
New York
$4.95M +$2.17M +47,024 +80%
VPP
221
Vertex Planning Partners
Illinois
$4.95M -$1.53M -32,979 -24%
Goldman Sachs
222
Goldman Sachs
New York
$4.94M -$249K -5,392 -5%
IP
223
Ignite Planners
California
$4.89M -$196K -4,235 -4%
CC
224
Copperleaf Capital
North Carolina
$4.87M -$2.84M -61,347 -37%
LIA
225
LifePlan Investment Advisors
North Carolina
$4.83M -$264K -5,706 -5%