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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
LWM
151
Liberty Wealth Management
California
$15.8M
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$15.8M +$15.8M +342,279 New
CPG
153
Cornerstone Planning Group
New Jersey
$15.4M +$3.95M +85,646 +34%
VA
154
VestGen Advisors
Illinois
$15.4M +$13.5M +292,098 +701%
EF
155
Elite Financial
Idaho
$15.2M +$176K +3,815 +1%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$15.1M -$160K -3,469 -1%
FFA
157
Founders Financial Alliance
North Carolina
$15M +$14.7M +319,277 +5,797%
MFA
158
Mayflower Financial Advisors
Massachusetts
$14.7M +$5.86M +127,146 +67%
EL
159
EWA LLC
Pennsylvania
$14.7M +$1.97M +42,695 +16%
DADC
160
D.A. Davidson & Co
Montana
$14.5M -$572K -12,395 -4%
Citigroup
161
Citigroup
New York
$14.4M +$11.3M +245,131 +367%
TPWA
162
Twin Peaks Wealth Advisors
California
$14.3M +$4.88M +105,774 +52%
TIA
163
Tiemann Investment Advisors
California
$14.1M +$219K +4,754 +2%
CAG
164
Csenge Advisory Group
Florida
$14M +$3.85M +83,454 +38%
ASN
165
Advisory Services Network
Georgia
$14M +$3.78M +82,045 +37%
AWM
166
Apollon Wealth Management
South Carolina
$14M +$3.78M +81,869 +37%
SF
167
SWP Financial
California
$13.8M +$47.5K +1,029 +0.3%
OWCM
168
One Wealth Capital Management
Arizona
$13.6M +$5.36M +116,308 +65%
AR
169
Apeiron RIA
Texas
$13.4M -$6.93M -150,289 -34%
PMWMG
170
Parr McKnight Wealth Management Group
Minnesota
$13.2M -$58.3K -1,265 -0.4%
FFN
171
Focus Financial Network
Minnesota
$13.1M +$3.12M +67,583 +31%
WP
172
WealthShield Partners
North Carolina
$12.9M -$297K -6,443 -2%
SFS
173
Security Financial Services
Indiana
$12.8M +$3.08M +66,779 +32%
TWM
174
Tanager Wealth Management
United Kingdom
$12.6M -$1.35M -29,269 -10%
GGS
175
Galvin Gaustad & Stein
Arizona
$12.2M +$616K +13,366 +5%

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.