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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
RA
251
RFG Advisory
Alabama
$5.53M +$366K +7,937 +7%
CCFM
252
Clear Creek Financial Management
Washington
$5.52M +$442K +9,593 +9%
CA
253
CoreCap Advisors
Michigan
$5.43M +$1.51M +32,727 +38%
EH
254
Equitable Holdings
New York
$5.24M +$95.3K +2,067 +2%
IP
255
Ignite Planners
California
$5.21M +$123K +2,671 +2%
IA
256
IFP Advisors
Florida
$5.17M -$1.44M -31,289 -22%
FHC
257
First Heartland Consultants
Missouri
$5.09M +$1.11M +24,018 +28%
MCM
258
M1 Capital Management
Michigan
$4.99M +$2.56M +55,532 +106%
LRIA
259
Leonard Rickey Investment Advisors
Washington
$4.97M -$2M -43,475 -29%
Jane Street
260
Jane Street
New York
$4.97M -$6.09M -132,076 -55%
WP
261
WealthPLAN Partners
Nebraska
$4.91M +$2.32M +50,221 +90%
HCA
262
Heck Capital Advisors
Wisconsin
$4.85M -$4.46M -96,751 -48%
ACM
263
Absolute Capital Management
Pennsylvania
$4.81M +$1.59M +34,424 +49%
SRWM
264
Shira Ridge Wealth Management
California
$4.8M -$502K -10,880 -9%
FAM
265
Forte Asset Management
New York
$4.79M -$11.6K -252 -0.2%
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.71M +$4.7M +101,980 New
Invesco
267
Invesco
Georgia
$4.67M +$40.3K +874 +0.9%
WF
268
WealthPoint Financial
North Carolina
$4.65M +$2.27M +49,285 +96%
BW
269
Balance Wealth
Ohio
$4.65M +$514K +11,145 +12%
GFA
270
Gallagher Fiduciary Advisors
Illinois
$4.62M -$152M -3,292,359 -97%
BAM
271
BOS Asset Management
Illinois
$4.57M +$751K +16,291 +20%
RWS
272
Retirement Wealth Solutions
Wisconsin
$4.57M +$1.41M +30,481 +45%
BOSSRA
273
B.O.S.S. Retirement Advisors
Utah
$4.52M +$414K +8,987 +10%
AQR Capital Management
274
AQR Capital Management
Connecticut
$4.51M +$250K +5,432 +6%
SCM
275
Saxony Capital Management
Missouri
$4.42M +$865K +18,768 +24%

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.