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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+46,930,552+35.3%180,011,754$8.31BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+4,399,948+35.1%16,937,298$781.66MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+19—19$877.00Q2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+167,336+12.8%1,475,152$68.08MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-23,843-4.1%552,717$25.51MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+6,790+115.4%12,672$584.79KQ2 2026Aug 26, 2026
Rehmann Capital Advisory GroupBuy+1,641+15.1%12,523$577.96KQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcSell-963-1.6%60,374$2.79MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+332,102+385.0%418,361$19.31MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-92,609-72.8%34,605$1.60MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1,470+7350.0%1,490$68.76KQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcSell-325-4.4%7,005$323.28KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+5,594+42.6%18,717$863.78KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+1,031,748+25.2%5,132,935$236.82MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+59,818+63.0%154,696$7.14MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+44,908+551.2%53,056$2.45MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+34,441+80.3%77,338$3.57MQ2 2026Aug 17, 2026
Old North State Trust, LlcSell-7,465-23.3%24,550$1.13MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+2,361+1.5%158,368$7.31MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+2,067+1.9%113,486$5.24MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+1,232—1,232$56.86KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+13,036,714—13,036,714$601.30MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+7,918,948+10.0%87,505,839$4.05BQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcSell-3,292,359-97.0%100,158$4.62MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+2,063,032+81.8%4,586,006$211.64MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+1,217,679+32.2%4,994,324$230.49MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+900,704+1.8%50,463,381$2.33BQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+689,887+16.1%4,987,957$230.19MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+566,561+30.4%2,430,055$112.26MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+529,886+19.1%3,302,104$152.43MQ2 2026Aug 14, 2026
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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.