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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.76B -$549M -11,878,031 -9%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.33B +$212M +4,589,650 +7%
BlackRock
3
BlackRock
New York
$2.91B +$12.5M +269,490 +0.4%
Wells Fargo
4
Wells Fargo
California
$2.18B +$154M +3,328,637 +8%
LPL Financial
5
LPL Financial
California
$2.08B -$125M -2,695,119 -6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.23B +$91.6M +1,980,869 +8%
Morgan Stanley
7
Morgan Stanley
New York
$1.06B -$29.8M -645,399 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$920M +$42.1M +911,004 +5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$799M -$12.3M -266,369 -2%
Mariner
10
Mariner
Kansas
$654M +$67M +1,449,320 +12%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$565M -$89.8M -1,940,618 -14%
Ameriprise
12
Ameriprise
Minnesota
$517M +$6.07M +131,323 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$424M +$17.4M +376,849 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$418M -$5.12M -110,634 -1%
PAS
15
Park Avenue Securities
New York
$417M -$69.4M -1,499,878 -14%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$340M -$46.1M -997,185 -12%
MML Investors Services
17
MML Investors Services
Massachusetts
$326M -$56M -1,211,107 -15%
OIA
18
OneDigital Investment Advisors
Kansas
$311M -$2.38M -51,512 -0.8%
GM
19
GeoWealth Management
Illinois
$214M +$19.8M +427,446 +10%
SWM
20
SigFig Wealth Management
California
$207M +$14.1M +303,906 +7%
WANY
21
Wealthspire Advisors (New York)
New York
$205M +$2.26M +48,964 +1%
Raymond James Financial
22
Raymond James Financial
Florida
$200M +$7.81M +168,806 +4%
KIM
23
Kestra Investment Management
Texas
$197M -$169M -3,664,578 -46%
UCFA
24
United Capital Financial Advisors
Texas
$183M -$20.7M -447,818 -10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$168M +$16.3M +353,235 +11%