We are live on ! Find out more
IUSB icon

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
IDA
76
Intelligence Driven Advisers
California
$47M +$2.19M +47,522 +5%
CW
77
CreativeOne Wealth
Kansas
$46.5M -$808K -17,521 -2%
P
78
&Partners
Tennessee
$46.4M -$10.3M -224,013 -18%
SB
79
Strategic Blueprint
Georgia
$46.2M +$10.8M +234,012 +30%
KeyBank National Association
80
KeyBank National Association
Ohio
$46.1M +$1.15M +25,038 +3%
JSL
81
JT Stratford LLC
Georgia
$44.3M +$10.2M +220,755 +30%
Cerity Partners
82
Cerity Partners
New York
$44M +$19M +411,650 +76%
HGWM
83
Horst & Graben Wealth Management
Oregon
$43.2M +$17M +369,327 +65%
BCI
84
Brinker Capital Investments
Pennsylvania
$42.4M +$11.3M +245,416 +36%
PWM
85
Perigon Wealth Management
California
$42.1M +$10.7M +232,791 +34%
TF
86
Trek Financial
Arizona
$41.8M +$9.96M +216,046 +31%
MMA
87
Miracle Mile Advisors
California
$41.1M +$3.49M +75,644 +9%
GRP
88
Global Retirement Partners
California
$40.6M +$40.6M +879,400 New
SWM
89
Spire Wealth Management
Virginia
$40.1M -$441K -9,553 -1%
AAP
90
Arax Advisory Partners
Colorado
$39.5M +$22.7M +491,768 +135%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$39.3M +$9.46M +205,159 +31%
WA
92
Wealth Alliance
New York
$38.5M +$12.5M +271,541 +48%
MWM
93
Modern Wealth Management
Kansas
$38.4M +$13M +281,415 +51%
BCM
94
Brookstone Capital Management
Illinois
$38.1M +$12.1M +262,443 +47%
AWM
95
AE Wealth Management
Kansas
$37.8M +$8.16M +176,868 +27%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$36.7M +$3.54M +76,753 +11%
OAP
97
One Advisory Partners
Kansas
$36.3M +$3.53M +76,529 +11%
JSA
98
Jacobson & Schmitt Advisors
Wisconsin
$36.2M -$638K -13,836 -2%
EWP
99
Elevation Wealth Partners
California
$35.9M +$3.97M +86,015 +12%
SF
100
Summit Financial
New Jersey
$35.4M +$2.39M +51,763 +7%

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.