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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
BAAM
51
Baker Avenue Asset Management
California
$72M +$3.69M +80,039 +5%
VT
52
Vise Technologies
New York
$71.9M +$60.6M +1,314,169 +539%
GSIS
53
Global Strategic Investment Solutions
Arizona
$69.2M +$10.7M +232,337 +18%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$67.7M +$573K +12,415 +0.9%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$67.6M +$3.59M +77,871 +6%
ACA
56
Affinity Capital Advisors
California
$66.1M +$3.18M +69,033 +5%
IWA
57
Icon Wealth Advisors
Texas
$65.9M +$18.6M +402,585 +39%
AI
58
Atria Investments
North Carolina
$63.7M +$14.2M +308,465 +29%
SW
59
SteelPeak Wealth
California
$63.5M +$13.2M +285,882 +26%
AC
60
Apella Capital
Connecticut
$63.3M +$12M +260,144 +23%
KAS
61
Kestra Advisory Services
Texas
$62.5M +$3.4M +73,747 +6%
SHIM
62
Stone House Investment Management
Pennsylvania
$60.1M +$15M +325,763 +33%
UF
63
Univest Financial
Pennsylvania
$59M +$8.18M +177,457 +16%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$56M -$6.26M -135,798 -10%
SHJ
65
Sharkey, Howes & Javer
Colorado
$55.4M +$9.96M +215,885 +22%
MOS
66
MGO One Seven
Ohio
$55.4M +$15.1M +327,853 +38%
IA
67
Integrity Alliance
Iowa
$53.6M +$13.7M +296,577 +34%
NP
68
NorthRock Partners
Minnesota
$53.5M -$1.52M -32,973 -3%
AWE
69
Avidian Wealth Enterprises
Texas
$52.9M +$2.15M +46,728 +4%
RFC
70
Regions Financial Corp
Alabama
$51.6M +$3.76M +81,438 +8%
SI
71
Stash Investments
New York
$51.1M +$5.51M +119,553 +12%
MC
72
McMorgan & Co
California
$50.7M -$6.83M -148,128 -12%
AWMS
73
Advocacy Wealth Management Services
Georgia
$50.3M +$31.5M +683,070 +168%
DWM
74
Destination Wealth Management
California
$49.4M +$1.16M +25,134 +2%
JBA
75
Johnson Bixby & Associates
Washington
$47.3M +$2.34M +50,788 +5%

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.