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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.31B +$2.16B +46,930,552 +35%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.05B +$365M +7,918,948 +10%
BlackRock
3
BlackRock
New York
$3.79B +$520M +11,278,295 +16%
LPL Financial
4
LPL Financial
California
$2.87B +$687M +14,887,671 +31%
Wells Fargo
5
Wells Fargo
California
$2.33B +$41.5M +900,704 +2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.54B +$142M +3,083,604 +10%
Morgan Stanley
7
Morgan Stanley
New York
$1.43B +$233M +5,059,007 +19%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.05B +$218M +4,720,015 +26%
Mariner
9
Mariner
Kansas
$957M +$82.8M +1,795,085 +9%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$782M +$203M +4,399,948 +35%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$664M +$157M +3,406,396 +31%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$616M +$152M +3,294,506 +33%
Ameriprise
13
Ameriprise
Minnesota
$601M +$68.9M +1,494,773 +13%
PAS
14
Park Avenue Securities
New York
$596M +$182M +3,956,867 +44%
MML Investors Services
15
MML Investors Services
Massachusetts
$526M +$191M +4,140,545 +57%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$488M +$132M +2,853,465 +37%
OIA
17
OneDigital Investment Advisors
Kansas
$391M +$40.9M +886,438 +12%
SWM
18
SigFig Wealth Management
California
$255M +$12.4M +268,505 +5%
WANY
19
Wealthspire Advisors (New York)
New York
$253M +$34.9M +755,807 +16%
Raymond James Financial
20
Raymond James Financial
Florida
$247M +$19.3M +417,848 +8%
KIM
21
Kestra Investment Management
Texas
$246M -$106M -2,309,241 -30%
UCFA
22
United Capital Financial Advisors
Texas
$237M +$47.6M +1,031,748 +25%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236M +$3.09M +66,915 +1%
FIA
24
Foundations Investment Advisors
Arizona
$230M +$56.2M +1,217,679 +32%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$230M +$31.8M +689,887 +16%

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.