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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
GM
26
GeoWealth Management
Illinois
$221M +$5.7M +123,561 +3%
Bank of America
27
Bank of America
North Carolina
$212M +$95.1M +2,063,032 +82%
NA
28
NewEdge Advisors
Louisiana
$190M +$47.2M +1,023,040 +33%
Stifel Financial
29
Stifel Financial
Missouri
$179M +$43.9M +952,754 +33%
SAI
30
Savvy Advisors Inc
New York
$177M +$23M +499,298 +15%
FCAS
31
First Command Advisory Services
Texas
$168M +$24.4M +528,622 +17%
JC
32
JB Capital
Connecticut
$162M +$46.4M +1,006,141 +40%
Osaic Holdings
33
Osaic Holdings
Arizona
$152M +$24.4M +529,886 +19%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$148M +$11.1M +241,731 +8%
SA
35
Sanctuary Advisors
Indiana
$146M +$23M +498,242 +19%
MAV
36
Mason & Associates (Virginia)
Virginia
$136M +$2.25M +48,698 +2%
UBS Group
37
UBS Group
Switzerland
$129M -$715K -15,512 -0.6%
FFA
38
Farther Finance Advisors
California
$120M +$19.9M +430,662 +20%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$112M +$26.1M +566,561 +30%
IWC
40
Integrated Wealth Concepts
Massachusetts
$111M +$50.5M +1,094,535 +84%
Victory Capital Management
41
Victory Capital Management
Texas
$111M
Truist Financial
42
Truist Financial
North Carolina
$107M +$25.3M +549,138 +31%
SP
43
Symmetry Partners
Connecticut
$103M -$1.18M -25,663 -1%
AssetMark Inc
44
AssetMark Inc
California
$99.8M +$13.7M +297,551 +16%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$94.8M +$20M +433,226 +27%
AF
46
Allworth Financial
California
$93.5M -$19.9M -431,397 -18%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$91.4M +$76.5M +1,659,499 +517%
CIA
48
Compass Ion Advisors
Pennsylvania
$82.6M +$1.55M +33,700 +2%
PCIA
49
Prime Capital Investment Advisors
Kansas
$76.5M +$74.7M +1,619,144 +4,175%
SW
50
SoFi Wealth
California
$74.6M +$2.87M +62,139 +4%

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.