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iShares Core Universal USD Bond ETF

854 hedge funds and large institutions have $41.6B invested in iShares Core Universal USD Bond ETF in 2026 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 495 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 180

53% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 57

18% more capital invested

Capital invested by funds: $35.3B → $41.6B (+$6.3B)

2% more funds holding

Funds holding: 840854 (+14)

0.75% less ownership

Funds ownership: 98.34%97.59% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 108103 (-5)

Holders
854
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
10.32%
Holding in Top 10
103
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.63%
% of All Funds
1.24%
New
87
Increased
495
Reduced
180
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Centurion Wealth Management
Virginia
$7.12M -$358K -7,767 -5%
Natixis Advisors
227
Natixis Advisors
Massachusetts
$7.07M -$464K -10,062 -6%
MA
228
Mutual Advisors
Nebraska
$7.03M +$1.09M +23,660 +18%
KWM
229
Keebeck Wealth Management
Illinois
$6.94M -$86.3K -1,872 -1%
SL
230
SWMG LLC
Texas
$6.93M +$2.22M +48,124 +46%
APW
231
Alliance Private Wealth
Massachusetts
$6.88M -$686K -14,870 -9%
XFP
232
Xena Financial Planning
Oregon
$6.82M +$387K +8,393 +6%
MWM
233
Maridea Wealth Management
New York
$6.7M +$697K +15,111 +12%
CIM
234
Capital Investment Management
Missouri
$6.46M +$2.02M +43,732 +45%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$6.45M -$1.73M -37,618 -21%
FRA
236
FFG Retirement Advisors
Colorado
$6.4M +$218K +4,721 +4%
PAG
237
Private Advisor Group
New Jersey
$6.4M -$9.76M -211,733 -60%
LWA
238
Lifelong Wealth Advisors
Minnesota
$6.24M +$2.75M +59,610 +79%
SWA
239
Sax Wealth Advisors
New Jersey
$6.22M -$531K -11,510 -8%
CWI
240
Conscious Wealth Investments
Florida
$6.16M -$27.6K -598 -0.4%
E3F
241
Eight 31 Financial
Texas
$6.1M +$71.2K +1,543 +1%
WIM
242
Westside Investment Management
California
$6.02M +$35.1K +761 +0.6%
DF
243
Daviman Financial
Indiana
$5.99M -$184 -4 -0%
PPC
244
Park Place Capital
Alabama
$5.98M +$1.17M +25,474 +24%
JWA
245
JFS Wealth Advisors
Pennsylvania
$5.94M +$1.27M +27,514 +27%
TWCA
246
Two West Capital Advisors
Kansas
$5.84M +$1.98M +42,834 +50%
CA
247
Continuum Advisory
Idaho
$5.67M +$927K +20,107 +20%
VAG
248
VisionPoint Advisory Group
Texas
$5.55M +$4.53M +98,312 +447%
AWM
249
Able Wealth Management
New Jersey
$5.55M +$718K +15,579 +15%
EWP
250
Equity Wealth Partners
Missouri
$5.53M +$5.53M +119,930 New

IUSB Hedge Fund Activity: Q2 2026 in Review

854 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2026, worth a combined $41.6B — up 18% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IUSB positions and 57 closed out — a net gain of 30 holders — while 495 added to existing stakes and 180 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.16B. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $152M.

  • 854 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2026, up from 840 in Q1 2026.
  • Funds reported $41.6B of iShares Core Universal USD Bond ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 87 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2026 and 57 closed out, a net change of +30 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $2.16B added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2026 was Gallagher Fiduciary Advisors, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2026.