USIG Institutional Ownership & Shareholders
ISHARES BROAD USD INVESTMENT (USIG) is currently held by 454 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.77B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of USIG tracked by InsiderSet, reporting ownership valued at approximately $3.31B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.18B, representing an estimated loss of -3.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed USIG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ubs Group Ag, Empower Advisory Group, Llc, and several other long-term asset managers with concentrated positions in ISHARES BROAD USD INVESTMENT (USIG).
This page ranks the largest institutional USIG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
454
Total Reported Value
$15.77B
Largest Holder
Bank Of America Corp
Largest Position
$3.31B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.21% | 64,560,210 | $3,311,293,192 | $3,180,235,945 | -$131,057,247 | -3.96% | |
| Ubs Group Ag | 0.48% | 58,744,213 | $3,012,990,685 | $2,893,739,932 | -$119,250,753 | -3.96% | |
| Empower Advisory Group, Llc | 2.68% | 21,938,094 | $1,125,204,864 | $1,080,670,510 | -$44,534,354 | -3.96% | |
| Ameriprise Financial Inc | 0.15% | 14,266,966 | $730,786,497 | $702,790,745 | -$27,995,752 | -3.83% | |
| Tiaa Wealth Investment Management Llc | 3.99% | 11,596,236 | $597,376,600 | $571,230,585 | -$26,146,015 | -4.38% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.12% | 11,610,948 | $594,828,866 | $571,955,298 | -$22,873,568 | -3.85% | |
| Assetmark, Inc | 0.93% | 11,343,566 | $552,545,115 | $558,784,061 | +$6,238,946 | +1.13% | |
| Truist Financial Corp | 0.61% | 10,481,181 | $510,538,343 | $516,302,976 | +$5,764,633 | +1.13% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.58% | 8,965,515 | $459,841,264 | $441,641,269 | -$18,199,995 | -3.96% | |
| Blackrock, Inc. | 0.01% | 8,824,279 | $452,597,248 | $434,683,984 | -$17,913,264 | -3.96% | |
| Stifel Financial Corp | 0.35% | 8,274,513 | $424,400,062 | $407,602,510 | -$16,797,552 | -3.96% | |
| Envestnet Asset Management Inc | 0.08% | 6,437,173 | $330,162,585 | $317,095,142 | -$13,067,443 | -3.96% | |
| Allworth Financial Lp | 1.15% | 5,290,436 | $271,346,485 | $260,606,877 | -$10,739,608 | -3.96% | |
| State Of New Jersey Common Pension Fund D | 0.67% | 3,800,000 | $194,902,000 | $187,188,000 | -$7,714,000 | -3.96% | |
| Sei Investments Co | 0.16% | 3,563,725 | $182,785,250 | $175,549,094 | -$7,236,157 | -3.96% | |
| Lpl Financial Llc | 0.04% | 3,519,315 | $180,505,659 | $173,361,457 | -$7,144,202 | -3.96% | |
| Valmark Advisers, Inc. | 1.85% | 3,405,952 | $174,691,296 | $167,777,196 | -$6,914,100 | -3.96% | |
| 1832 Asset Management L.P. | 0.21% | 3,295,494 | $169,025,887 | $162,336,034 | -$6,689,853 | -3.96% | |
| Asset Management One Co., Ltd. | 0.38% | 3,096,616 | $150,836,165 | $152,539,304 | +$1,703,139 | +1.13% | |
| Morgan Stanley | 0.01% | 2,905,095 | $149,002,372 | $143,104,980 | -$5,897,392 | -3.96% | |
| Mercer Global Advisors Inc | 0.15% | 2,389,937 | $122,579,874 | $117,728,297 | -$4,851,577 | -3.96% | |
| Wells Fargo & Company/Mn | 0.02% | 2,385,989 | $122,377,390 | $117,533,818 | -$4,843,572 | -3.96% | |
| Constellation Investments, Inc. | 4.19% | 2,245,663 | $109,386,245 | $110,621,359 | +$1,235,114 | +1.13% | |
| Bank Of New York Mellon Corp | 0.02% | 2,004,216 | $102,796,275 | $98,727,680 | -$4,068,595 | -3.96% | |
| Jpmorgan Chase & Co | 0.01% | 1,958,795 | $100,906,855 | $96,490,242 | -$4,416,613 | -4.38% | |
| Avidian Wealth Enterprises, Llc | 2.53% | 1,859,065 | $90,555,066 | $91,577,542 | +$1,022,476 | +1.13% | |
| Beacon Pointe Advisors, Llc | 0.36% | 1,502,940 | $77,085,803 | $74,034,824 | -$3,050,979 | -3.96% | |
| North Dakota State Investment Board | 2.86% | 1,499,747 | $73,052,676 | $73,877,537 | +$824,861 | +1.13% | |
| Cetera Investment Advisers | 0.06% | 1,296,025 | $66,473,119 | $63,842,192 | -$2,630,928 | -3.96% | |
| Mcf Advisors Llc | 1.52% | 878,909 | $42,811,656 | $43,295,057 | +$483,401 | +1.13% | |
| Voya Financial Advisors, Inc. | 3.75% | 826,967 | $42,600,963 | $40,736,394 | -$1,864,569 | -4.38% | |
| Trilogy Capital Inc. | 1.52% | 808,632 | $39,388,459 | $39,833,212 | +$444,753 | +1.13% | |
| Crestwood Advisors Group, Llc | 0.54% | 754,769 | $36,764,816 | $37,179,921 | +$415,105 | +1.13% | |
| Liberty Mutual Group Asset Management Inc. | 3.20% | 714,850 | $36,664,657 | $35,213,511 | -$1,451,146 | -3.96% | |
| Raymond James Financial Inc | 0.01% | 690,017 | $35,390,948 | $33,990,237 | -$1,400,711 | -3.96% | |
| Fulton Breakefield Broenniman Llc | 1.87% | 664,111 | $32,348,862 | $32,714,108 | +$365,246 | +1.13% | |
| Captrust Financial Advisors | 0.05% | 628,294 | $32,225,186 | $30,949,762 | -$1,275,424 | -3.96% | |
| Diversify Advisory Services, Llc | 0.46% | 631,720 | $31,080,639 | $31,118,527 | +$37,888 | +0.12% | |
| Diversify Wealth Management, Llc | 0.46% | 631,720 | $31,080,639 | $31,118,527 | +$37,888 | +0.12% | |
| Royal Bank Of Canada | 0.00% | 554,822 | $28,456,000 | $27,330,532 | -$1,125,468 | -3.96% | |
| Aprio Wealth Management, Llc | 1.28% | 575,777 | $28,046,081 | $28,362,775 | +$316,694 | +1.13% | |
| State Farm Mutual Automobile Insurance Co | 0.02% | 546,405 | $28,025,110 | $26,915,910 | -$1,109,200 | -3.96% | |
| Santa Clara Valley Transportation Authority | 20.09% | 505,717 | $25,938,224 | $24,911,619 | -$1,026,605 | -3.96% | |
| New Jersey Better Educational Savings Trust | 41.28% | 507,693 | $24,729,727 | $25,008,957 | +$279,230 | +1.13% | |
| Strategic Investment Advisors / Mi | 1.35% | 436,367 | $22,381,278 | $21,495,438 | -$885,840 | -3.96% | |
| Blue Edge Capital, Llc | 2.62% | 426,139 | $21,856,686 | $20,991,607 | -$865,079 | -3.96% | |
| Securian Asset Management, Inc | 0.78% | 430,517 | $21,844,433 | $21,207,267 | -$637,166 | -2.92% | |
| St Germain D J Co Inc | 0.77% | 415,596 | $21,315,932 | $20,472,259 | -$843,673 | -3.96% | |
| Advisors Capital Management, Llc | 0.22% | 408,723 | $20,963,402 | $20,133,695 | -$829,707 | -3.96% | |
| New York Life Investment Management Llc | 0.14% | 417,826 | $20,352,303 | $20,582,109 | +$229,806 | +1.13% |
Frequently asked questions about USIG
Who are the largest institutional holders of USIG?
The largest institutional holders of USIG reported in the latest SEC Form 13F filings include Bank Of America Corp, Ubs Group Ag, Empower Advisory Group, Llc, Ameriprise Financial Inc, and Tiaa Wealth Investment Management Llc. InsiderSet ranks institutional holders by their latest reported USIG position.
What is USIG institutional ownership?
This page tracks USIG positions reported by institutional investment managers through SEC Form 13F. ISHARES BROAD USD INVESTMENT (USIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USIG?
InsiderSet currently tracks 454 institutional managers reporting USIG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USIG shareholders.
How much USIG stock do institutions own?
Institutional investment managers disclosed approximately $15.77B in USIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USIG institutional ownership last updated?
The latest USIG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USIG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USIG position after the reporting date.
Are institutions buying or selling USIG?
Institutional buying and selling can be analyzed by comparing USIG positions across consecutive 13F reporting periods. InsiderSet's USIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USIG ownership changes.
How has USIG institutional ownership changed over time?
InsiderSet tracks USIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.