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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
CFFP
826
Center for Financial Planning
Michigan
$6.6K – – –
CBT
827
Crews Bank & Trust
Florida
$6.6K – – –
RIAS
828
Rachor Investment Advisory Services
Michigan
$6.39K +$46 +1 +0.7%
CIAS
829
CBIZ Investment Advisory Services
Ohio
$6.33K – – –
NEWAS
830
N.E.W. Advisory Services
Wisconsin
$6.28K -$2.58K -56 -29%
EWM
831
EPG Wealth Management
Georgia
$5.63K – – –
CCC
832
Chelsea Counsel Company
California
$5.03K – – –
CJ
833
Caitlin John
Michigan
$4.98K – – –
RIA
834
Realta Investment Advisors
Delaware
$4.84K +$46 +1 +1%
IFWM
835
Institute for Wealth Management
Colorado
$4.75K +$4.75K +103 New
CAS
836
Coppell Advisory Solutions
Texas
$4.61K +$23.3M +505,473 New
PGAM
837
Princeton Global Asset Management
New Jersey
$4.38K +$46 +1 +1%
UFPG
838
United Financial Planning Group
New York
$4.29K – – –
S
839
SignatureFD
Georgia
$3.92K – – –
MI
840
Markowski Investments
Florida
$3.74K +$3.73K +81 New
FDCDDQ
841
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.23K – – –
TCM
842
TD Capital Management
Tennessee
$3.09K – – –
SWA
843
SOA Wealth Advisors
New York
$2.1K – – –
TWIM
844
TIAA Wealth Investment Management
New York
$1.95K +$1.94K +42 New
BH
845
Burk Holdings
Oklahoma
$1.76K – – –
TWC
846
TD Waterhouse Canada
Ontario, Canada
$1.7K +$1.71K +37 New
SL
847
Salomon & Ludwin
Virginia
$781 – – –
NL
848
NorthAvenue LLC
Ohio
$739 +$738 +16 New
GPFA
849
Game Plan Financial Advisors
Ohio
$692 – – –
Russell Investments Group
850
Russell Investments Group
United Kingdom
$602 +$369 +8 +160%
32 33
34
35 36

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.