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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
VPP
176
Vertex Planning Partners
Illinois
$12.1M +$6.22M +134,956 +106%
AIA
177
Armor Investment Advisors
North Carolina
$11.8M -$10.3K -224 -0.1%
RWA
178
Resolute Wealth Advisor
Ohio
$11.8M
AWM
179
Alterna Wealth Management
Texas
$11.7M +$6.1M +132,351 +109%
FA
180
Fedenia Advisers
Wisconsin
$11.5M -$854K -18,526 -7%
Betterment LLC
181
Betterment LLC
New York
$11.3M +$1.67M +36,277 +17%
SI
182
Seeds Investor
New York
$11.2M -$1.06M -22,885 -9%
MYIA
183
Mount Yale Investment Advisors
Colorado
$11.2M +$2.3M +49,834 +26%
LWPC
184
Legacy Wealth Partners (Colorado)
Colorado
$11.1M +$1.01M +21,945 +10%
TWM
185
TSA Wealth Management
Texas
$11M -$501K -10,875 -4%
SL
186
Sentinus LLC
Illinois
$10.8M +$3.69M +80,021 +52%
PA
187
PFG Advisors
Arizona
$10.8M -$7.81M -169,364 -42%
C1AG
188
Client 1st Advisory Group
Florida
$10.7M +$320K +6,937 +3%
B
189
Bensler
Washington
$10.6M -$1.03M -22,387 -9%
LGW
190
Leslie Global Wealth
Illinois
$10.4M +$10.4M +224,529 New
RCS
191
Retirement Capital Strategies
California
$10.1M +$288K +6,241 +3%
QFA
192
Quattro Financial Advisors
Texas
$9.83M +$2.2M +47,717 +29%
CWS
193
Cypress Wealth Services
California
$9.81M +$2.11M +45,747 +27%
PIA
194
Polaris Investment Advisors
Massachusetts
$9.8M +$1.72M +37,289 +21%
ATPW
195
Ashton Thomas Private Wealth
Arizona
$9.66M +$1.33M +28,946 +16%
KV
196
Kickstand Ventures
New York
$9.65M +$1.47M +31,857 +18%
AWA
197
Arkadios Wealth Advisors
Georgia
$9.65M -$551K -11,949 -5%
TSWM
198
Triangle Securities Wealth Management
North Carolina
$9.56M +$346K +7,495 +4%
OWM
199
Orgel Wealth Management
Wisconsin
$9.14M -$171K -3,709 -2%
NCM
200
New Capital Management
Texas
$9.08M +$136K +2,953 +2%

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.