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iShares Core Universal USD Bond ETF
IUSB

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: 840 → 854 (+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: 108 → 103 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.16B
2
LPL Financial
LPL Financial
California
+$687M
3
BlackRock
BlackRock
New York
+$520M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$365M
5
Morgan Stanley
Morgan Stanley
New York
+$233M

Top Sellers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
-$152M
2
KIM
Kestra Investment Management
Texas
-$106M
3
AF
Allworth Financial
California
-$19.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
5
GSEP
Golden State Equity Partners
California
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
701
Parsons Capital Management
Rhode Island
$234K +$233K +5,061 New
SWM
702
Silverlake Wealth Management
Vermont
$232K +$232K +5,037 New
MFG
703
Magnus Financial Group
New York
$232K +$232K +5,024 New
GWM
704
Glass Wealth Management
Texas
$232K +$232K +5,022 New
SEI Investments
705
SEI Investments
Pennsylvania
$232K +$16.9K +367 +8%
CTA
706
Chesley Taft & Associates
Illinois
$230K +$230K +4,983 New
SCA
707
Strathmore Capital Advisors
North Carolina
$230K -$53K -1,149 -19%
AFG
708
Altiora Financial Group
Ohio
$229K – – –
Brown Advisory
709
Brown Advisory
Maryland
$229K +$229K +4,958 New
AWM
710
Avior Wealth Management
Nebraska
$225K – – –
Empower Advisory Group
711
Empower Advisory Group
Colorado
$225K +$225K +4,877 New
UCB
712
United Community Bank
South Carolina
$225K – – –
SA
713
Stewardship Advisors
Pennsylvania
$224K +$224K +4,848 New
CWM
714
Castle Wealth Management
Florida
$221K +$221K +4,783 New
PCWA
715
Pacific Capital Wealth Advisors
California
$219K – – –
AIP
716
Avail Investment Partners
Pennsylvania
$216K – – –
IRP
717
Investment Research Partners
Pennsylvania
$216K – – –
BAG
718
Bridgewealth Advisory Group
California
$211K – – –
CC
719
Citrine Capital
California
$209K +$461 +10 +0.2%
FAT
720
First American Trust
California
$206K +$206K +4,469 New
XF
721
XML Financial
Maryland
$206K +$2.12K +46 +1%
National Bank of Canada
722
National Bank of Canada
Quebec, Canada
$202K – – –
AA
723
Armis Advisers
Georgia
$201K -$10.7K -232 -5%
IPW
724
Impact Partnership Wealth
Georgia
$201K +$201K +4,351 New
GC
725
Gilbert & Cook
Iowa
$200K – – –
27 28
29
30 31

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.