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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
WWG
126
West Wealth Group
California
$21.6M +$1.85M +40,091 +9%
WWA
127
WCG Wealth Advisors
Nevada
$21.3M +$4.38M +95,080 +26%
SVWG
128
Shared Vision Wealth Group
United States
$21M +$2.75M +59,657 +15%
Goldman Sachs
129
Goldman Sachs
New York
$21M +$20.4M +442,790 +3,591%
SFO
130
Stokes Family Office
Louisiana
$20.2M -$6.32M -137,041 -24%
EWA
131
EP Wealth Advisors
California
$20.2M +$17M +369,418 +544%
SA
132
Sovran Advisors
California
$19.8M +$4.89M +106,023 +32%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$19.7M -$227K -4,913 -1%
EPW
134
Endeavor Private Wealth
Kansas
$19.4M +$5.1M +110,682 +36%
BOH
135
Bank of Hawaii
Hawaii
$19.3M +$543K +11,765 +3%
HPM
136
Hoxton Planning & Management
West Virginia
$19.3M +$4.07M +88,252 +27%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$19.3M +$15.3M +332,102 +385%
SW
138
Simplicity Wealth
New Jersey
$18.5M +$5.82M +126,182 +46%
AA
139
Ancora Advisors
Ohio
$18.5M +$4.84M +104,938 +36%
HI
140
Harbour Investments
Wisconsin
$18.3M +$1.76M +38,244 +11%
CA
141
Claro Advisors
Massachusetts
$18.1M +$2.35M +51,055 +15%
SWP
142
Summit Wealth Partners
Florida
$17.4M +$1.82M +39,552 +12%
5W
143
5T Wealth
California
$17.2M +$557K +12,080 +3%
FLA
144
Financial Life Advisors
Texas
$17.1M +$5.19M +112,578 +44%
VNA
145
Valley National Advisers
Pennsylvania
$16.7M +$366K +7,946 +2%
GWP
146
Gateway Wealth Partners
Wisconsin
$16.5M -$6.33M -137,318 -28%
FPCG
147
Forum Private Client Group
Indiana
$16.4M +$438K +9,497 +3%
LPAM
148
Lodestar Private Asset Management
California
$16.4M +$1.73M +37,521 +12%
FCM
149
Firestone Capital Management
Florida
$16.4M +$123K +2,666 +0.8%
KG
150
Kilter Group
New York
$16.2M +$7.6M +164,773 +89%

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.