IUSB — ISHR CR UNVRSE USD BD ETF-UI
As of Q2 2026, 16 SEC-registered investment managers reported holding IUSB (ISHR CR UNVRSE USD BD ETF-UI) in their latest 13F filings, with a combined reported value of $9.78B across 211.94M shares. That is +27.6% by share count (+45.90M shares) versus the previous quarter, while reported value moved +27.6%. Ownership is concentrated: the five largest holders account for 94.6% of reported value and the top ten for 99.7%.
Compared with the prior quarter, 2 opened new positions, 11 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 82.04M | $3.79B | 0.06% | Add |
| Wells Fargo & Co history | Q2 2026 | 50.46M | $2.33B | 0.39% | Add |
| Morgan Stanley history | Q2 2026 | 31.04M | $1.43B | 0.08% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 22.63M | $1.05B | 0.12% | New |
| BNY Mellon history | Q2 2026 | 14.38M | $663.66M | 0.11% | Add |
| Bank of America Corp history | Q2 2026 | 4.59M | $211.64M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 2.80M | $129.31M | 0.02% | Reduce |
| PNC Financial Services history | Q2 2026 | 1.47M | $67.74M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.47M | $67.61M | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 1.05M | $49.32M | 0.07% | Add |
| Goldman Sachs Group history | Q2 2026 | 455.12K | $21.00M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 311.85K | $14.39M | 0.01% | Add |
| Citadel Advisors history | Q1 2026 | 293.82K | $13.57M | 0.00% | New |
| Invesco Ltd history | Q2 2026 | 101.24K | $4.67M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 97.82K | $4.51M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 87.50K | $4.04M | 0.01% | New |
| Northern Trust Corp history | Q2 2026 | 16.45K | $759.17K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q4 2025 | 5.54K | $258.02K | 0.00% | New |
| Vanguard Group history | Q3 2024 | 4.43K | $208.54K | 0.00% | New |
| Principal Global Investors history | Q4 2021 | 3.79K | $201.00K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 22.63M sh · $1.05B
- Renaissance Technologies 87.50K sh · $4.04M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 293.82K sh · $13.57M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 61.57M | 68.32M | 64.51M | 62.13M | 62.39M | 71.88M | 70.76M | 82.04M |
| Wells Fargo & Co | 21.11M | 21.56M | 27.34M | 30.86M | 31.26M | 31.07M | 31.02M | 31.97M | 36.55M | 36.16M | 40.06M | 40.13M | 40.04M | 42.53M | 42.29M | 43.29M | 46.62M | 47.95M | 49.56M | 50.46M |
| Morgan Stanley | 11.15M | 10.99M | 13.03M | 13.49M | 12.39M | 12.53M | 14.01M | 14.12M | 13.60M | 14.56M | 19.29M | 19.09M | 21.62M | 23.34M | 22.63M | 23.41M | 22.77M | 24.70M | 25.98M | 31.04M |
| JPMorgan Chase & Co | 10.73K | 42.58K | 73.72K | 85.52K | 46.65K | 40.59K | 60.03K | 62.79K | 12.64M | 11.85M | 16.73M | 18.07M | 20.72M | 18.13M | 18.16M | 18.78M | 19.69M | 17.85M | — | 22.63M |
| BNY Mellon | 1.87M | 2.16M | 2.84M | 3.00M | 3.04M | 3.65M | 4.47M | 4.79M | 4.76M | 4.69M | 6.56M | 7.13M | 8.68M | 8.50M | 9.00M | 9.06M | 8.95M | 9.64M | 10.97M | 14.38M |
| Bank of America Corp | 1.44M | 1.97M | 2.18M | 1.59M | 2.07M | 4.53M | 4.70M | 4.20M | 2.77M | 2.50M | 2.91M | 2.85M | 3.37M | 3.24M | 2.69M | 2.39M | 2.27M | 2.43M | 2.52M | 4.59M |
| UBS Group AG | 3.11M | 3.41M | 2.97M | 1.26M | 1.34M | 3.63M | 4.01M | 4.25M | 4.24M | 1.72M | 1.98M | 2.34M | 2.89M | 3.00M | 2.74M | 2.75M | 3.01M | 3.02M | 2.82M | 2.80M |
| PNC Financial Services | 3.09M | 3.24M | 3.36M | 3.55M | 3.70M | 3.89M | 4.07M | 4.29M | 4.44M | 4.87M | 5.00M | 1.43M | 1.42M | 1.44M | 1.43M | 1.43M | 1.43M | 1.44M | 1.46M | 1.47M |
| Fidelity Management & Research (FMR) | 1.04M | 1.02M | 2.54M | 1.11M | 3.02M | 1.84M | 1.29M | 1.18M | 1.22M | 1.21M | 1.05M | 1.55M | 1.40M | 1.78M | 1.59M | 1.48M | 1.39M | 1.32M | 1.39M | 1.47M |
| Goldman Sachs Group | 4.04K | — | — | — | — | — | — | — | — | 101.58K | 215.60K | 199.21K | 121.91K | 135.97K | 191.33K | 111.19K | 105.80K | 98.76K | 12.33K | 455.12K |
| Citigroup Inc | 9.39K | 9.25K | 19.40K | 25.20K | 24.67K | 23.56K | 28.95K | 29.79K | 34.82K | 41.52K | 38.77K | 35.70K | 37.47K | 35.34K | 25.80K | 25.02K | 210.46K | 21.40K | 66.72K | 311.85K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | 166.48K | 144.21K | 123.94K | 132.31K | 117.35K | 100.37K | 101.24K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 5.75K | 5.08K | 53.28K | 54.83K | 60.25K | 41.09K | 48.89K | 67.68K | 92.39K | 97.82K |
| Renaissance Technologies | — | — | — | 110.75K | — | 96.60K | — | — | — | — | — | — | — | — | 196.30K | 160.90K | 211.80K | — | — | 87.50K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.54K | — | — | — | 6.22K | 20.89K | 16.45K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.72K | 1.05K | 1.05K | 1.05K | 1.18K | 1.05K |
| Citadel Advisors | — | — | 322.39K | 19.34K | — | 9.70K | 30.00K | 41.47K | 114.06K | — | 6.10K | 71.07K | — | — | 256.20K | — | 1.28M | — | 293.82K | — |
| Charles Schwab Investment Management | — | 26.07K | — | 13.43K | 14.01K | 170.92K | — | — | 5.02K | 25.50K | — | 6.87K | 9.55K | 21.89K | — | 12.87K | — | 5.54K | — | — |
| Millennium Management | — | — | — | 32.05K | — | 8.74K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 17.97K | 3.79K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details