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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
BRWA
201
B. Riley Wealth Advisors
Florida
$6.15M
E3F
202
Eight 31 Financial
Texas
$6.06M
RW
203
Regimen Wealth
Georgia
$6.03M
PA
204
PFW Advisors
Georgia
$6.02M
SWP
205
Sagespring Wealth Partners
Tennessee
$6.02M
BWA
206
BCU Wealth Advisors
Illinois
$5.9M
WIM
207
Westside Investment Management
California
$5.89M
RFP
208
RCS Financial Planning
Maryland
$5.86M
SAG
209
SageView Advisory Group
California
$5.81M
SL
210
SWMG LLC
Texas
$5.77M
M1FG
211
Mach-1 Financial Group
Arkansas
$5.73M
IAS
212
Integrity Advisory Solutions
Texas
$5.73M
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$5.69M
VWM
214
Venturi Wealth Management
Texas
$5.38M
RA
215
RFG Advisory
Alabama
$5.36M
OP
216
ORG Partners
Indiana
$5.28M
Betterment LLC
217
Betterment LLC
New York
$4.95M
FAM
218
Forte Asset Management
New York
$4.95M
VPP
219
Vertex Planning Partners
Illinois
$4.95M
Goldman Sachs
220
Goldman Sachs
New York
$4.94M
IP
221
Ignite Planners
California
$4.89M
CC
222
Copperleaf Capital
North Carolina
$4.87M
LIA
223
LifePlan Investment Advisors
North Carolina
$4.83M
FAIM
224
Financial Advocates Investment Management
Washington
$4.74M
RIM
225
Redwood Investment Management
Arizona
$4.69M