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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
FT
876
Fiduciary Trust
Massachusetts
-$477K -10,317 Closed
LJCM
877
Lee Johnson Capital Management
Texas
-$396K -8,565 Closed
NLP
878
Next Level Private
New York
-$356K -7,705 Closed
UW
879
Unique Wealth
Florida
-$348K -7,533 Closed
AWP
880
Axis Wealth Partners
Rhode Island
-$297K -6,436 Closed
LSWP
881
Liberty Square Wealth Partners
Pennsylvania
-$283K -6,127 Closed
TC
882
Town Capital
Maryland
-$273K -5,915 Closed
WA
883
Winter & Associates
Minnesota
-$258K -5,590 Closed
GVAG
884
Great Valley Advisor Group
Delaware
-$248K -5,370 Closed
ANTB
885
AMG National Trust Bank
Colorado
-$246K -5,321 Closed
MCM
886
MidAtlantic Capital Management
Virginia
-$244K -5,280 Closed
WJA
887
Willis Johnson & Associates
Texas
-$240K -5,192 Closed
BFAG
888
Blackston Financial Advisory Group
Florida
-$214K -4,639 Closed
BHPW
889
Beverly Hills Private Wealth
California
-$212K -4,589 Closed
DWM
890
DecisionMap Wealth Management
Virginia
-$209K -4,516 Closed
CTFG
891
Capstone Triton Financial Group
Oklahoma
-$205K -4,425 Closed
DWP
892
Destiny Wealth Partners
Florida
-$201K -4,341 Closed
QCG
893
Quadrant Capital Group
Ohio
-$118K -2,563 Closed
MB
894
MidFirst Bank
Oklahoma
-$98.2K -2,126 Closed
FFL
895
Financial Freedom LLC
Ohio
-$44.6K -966 Closed
BBHC
896
Brown Brothers Harriman & Co
New York
-$36.8K -797 Closed
SOS
897
Silver Oak Securities
Tennessee
-$30K -649 Closed
TFG
898
Team Financial Group
California
-$29.2K -633 Closed
HBW
899
Hazlett, Burt & Watson
West Virginia
-$28K -607 Closed
PS
900
Pinney & Scofield
Massachusetts
-$27.4K -593 Closed

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.