ISHARES CORE TOTAL BOND ETF (IUSB) Institutional Ownership Changes & 13F Activity
ISHARES CORE TOTAL BOND ETF (IUSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Ameriprise Financial Inc, Jones Financial Companies Lllp, Envestnet Portfolio Solutions, Inc., and Gallagher Fiduciary Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +46,930,552 | +35.3% | 180,011,754 | $8.31B | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +4,399,948 | +35.1% | 16,937,298 | $781.66M | Q2 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +19 | — | 19 | $877.00 | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +167,336 | +12.8% | 1,475,152 | $68.08M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -23,843 | -4.1% | 552,717 | $25.51M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +6,790 | +115.4% | 12,672 | $584.79K | Q2 2026 | Aug 26, 2026 |
| Rehmann Capital Advisory Group | Buy | +1,641 | +15.1% | 12,523 | $577.96K | Q2 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, Llc | Sell | -963 | -1.6% | 60,374 | $2.79M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +332,102 | +385.0% | 418,361 | $19.31M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -92,609 | -72.8% | 34,605 | $1.60M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +1,470 | +7350.0% | 1,490 | $68.76K | Q2 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -325 | -4.4% | 7,005 | $323.28K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +5,594 | +42.6% | 18,717 | $863.78K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +1,031,748 | +25.2% | 5,132,935 | $236.82M | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +59,818 | +63.0% | 154,696 | $7.14M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +44,908 | +551.2% | 53,056 | $2.45M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +34,441 | +80.3% | 77,338 | $3.57M | Q2 2026 | Aug 17, 2026 |
| Old North State Trust, Llc | Sell | -7,465 | -23.3% | 24,550 | $1.13M | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +2,361 | +1.5% | 158,368 | $7.31M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +2,067 | +1.9% | 113,486 | $5.24M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +1,232 | — | 1,232 | $56.86K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +13,036,714 | — | 13,036,714 | $601.30M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +7,918,948 | +10.0% | 87,505,839 | $4.05B | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, Llc | Sell | -3,292,359 | -97.0% | 100,158 | $4.62M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +2,063,032 | +81.8% | 4,586,006 | $211.64M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +1,217,679 | +32.2% | 4,994,324 | $230.49M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +900,704 | +1.8% | 50,463,381 | $2.33B | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +689,887 | +16.1% | 4,987,957 | $230.19M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +566,561 | +30.4% | 2,430,055 | $112.26M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +529,886 | +19.1% | 3,302,104 | $152.43M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IUSB activity
Which institutional owners are buying IUSB?
Institutional owners buying IUSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IUSB activity?
"Buy" means an investor increased their reported position in IUSB compared to the prior reporting period. This reflects growing exposure to ISHARES CORE TOTAL BOND ETF (IUSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IUSB increasing?
Institutional interest in IUSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.