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
Legacy Financial Group (Iowa)
101
Legacy Financial Group (Iowa)
Iowa
$35.1M +$9.38M +203,467 +36%
PS
102
Principal Securities
Iowa
$35.1M +$6.73M +145,938 +24%
PFG
103
PAX Financial Group
Texas
$33.9M +$8.36M +181,304 +33%
LWMI
104
Landmark Wealth Management (Illinois)
Illinois
$33.6M +$2.24M +48,614 +7%
AFG
105
Atomi Financial Group
New York
$33.3M +$4.03M +87,391 +14%
CAL
106
Capital Analysts LLC
Pennsylvania
$33M +$11.7M +253,113 +55%
WIA
107
World Investment Advisors
California
$32.7M +$4.49M +97,456 +16%
RIA
108
Regal Investment Advisors
Michigan
$32.3M +$9.51M +206,204 +42%
DWM
109
Diversify Wealth Management
Utah
$30.7M +$8.21M +178,131 +36%
DAS
110
Diversify Advisory Services
Utah
$30.7M +$31.1M +673,999 New
SA
111
Skyline Advisors
Washington
$30M +$4.25M +92,194 +17%
KFSC
112
Keystone Financial Services (Colorado)
Colorado
$29.5M +$6.81M +147,600 +30%
OWA
113
One Wealth Advisors
California
$28.7M +$11.8M +255,655 +70%
I
114
INVST
Indiana
$28.4M +$8.04M +174,282 +39%
CIA
115
Concurrent Investment Advisors
Florida
$28.1M +$7.9M +171,223 +39%
BHWM
116
Bay Harbor Wealth Management
Maryland
$27.1M +$5.87M +127,262 +28%
EFG
117
Elevated Financial Group
Indiana
$26M +$3.32M +72,051 +15%
BTI
118
Blue Trust Inc
Georgia
$25.7M +$3.42M +74,095 +15%
Corient Private Wealth
119
Corient Private Wealth
Florida
$25.5M -$1.07M -23,278 -4%
FFG
120
Frisch Financial Group
New York
$25.3M +$4.16M +90,236 +20%
HighTower Advisors
121
HighTower Advisors
Illinois
$25M +$2.56M +55,590 +11%
KW
122
KWB Wealth
California
$24.6M +$3.98M +86,245 +19%
MFG
123
Merit Financial Group
Georgia
$22.7M +$3.48M +75,364 +18%
Creative Planning
124
Creative Planning
Kansas
$22.7M +$971K +21,064 +4%
CIAS
125
CFS Investment Advisory Services
New Jersey
$22.1M +$5.09M +110,403 +30%

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.