ISHARES BROAD USD INVESTMENT (USIG) Institutional Ownership Changes & 13F Activity
ISHARES BROAD USD INVESTMENT (USIG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Mercer Global Advisors Inc, Liberty Mutual Group Asset Management Inc., Goldman Sachs Group Inc, and Strategic Investment Advisors / Mi.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Buy | +66,747 | +382.5% | 84,197 | $4.31M | Q1 2026 | Sep 04, 2026 |
| Dakota Wealth Management | Buy | +39,752 | +41.8% | 134,825 | $6.91M | Q1 2026 | Aug 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Buy | +20,381 | +3.6% | 592,736 | $30.37M | Q1 2026 | Aug 12, 2026 |
| Wells Fargo & Company/Mn | Buy | +76,702 | +4.1% | 1,934,400 | $99.10M | Q1 2026 | Jul 08, 2026 |
| Soa Wealth Advisors, Llc. | Buy | +16 | — | 16 | $820.00 | Q1 2026 | May 20, 2026 |
| Financial Avengers, Inc. | Buy | +28,423 | +39.0% | 101,248 | $5.19M | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +2,241 | — | 2,241 | $114.80K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +11,082,553 | +21.9% | 61,669,415 | $3.16B | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Buy | +192,960 | +82.5% | 426,907 | $21.86M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +3,430 | +16.9% | 23,750 | $1.22M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Sell | -807 | -5.0% | 15,285 | $783.58K | Q1 2026 | May 18, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Buy | +191 | +4.2% | 4,779 | $244.92K | Q1 2026 | May 18, 2026 |
| Mercer Global Advisors Inc | Buy | +1,209,945 | +14054.4% | 1,218,554 | $62.43M | Q1 2026 | May 15, 2026 |
| Liberty Mutual Group Asset Management Inc. | Buy | +714,850 | — | 714,850 | $36.62M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -242,537 | -88.9% | 30,309 | $1.55M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +108,073 | +27.1% | 507,366 | $25.99M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +83,970 | +5.8% | 1,526,055 | $78.18M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +79,520 | — | 79,520 | $4.07M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +76,199 | +1.3% | 5,862,267 | $300.32M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +60,630 | — | 60,630 | $3.11M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +52,033 | — | 52,033 | $2.67M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +48,759 | +1.8% | 2,804,359 | $143.67M | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +38,622 | +39.9% | 135,350 | $6.90M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +34,659 | +6.0% | 614,798 | $31.50M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +31,073 | +323.5% | 40,677 | $2.08M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +23,525 | — | 23,525 | $1.21M | Q1 2026 | May 15, 2026 |
| Sima Wealth Partners, Llc | Buy | +15,704 | +8.8% | 193,640 | $9.92M | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | Buy | +11,004 | +4.1% | 276,626 | $14.17M | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Buy | +10,717 | +124.6% | 19,315 | $989.51K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -10,319 | -12.6% | 71,523 | $3.66M | Q1 2026 | May 15, 2026 |
Frequently asked questions about USIG activity
Which institutional owners are buying USIG?
Institutional owners buying USIG 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 USIG activity?
"Buy" means an investor increased their reported position in USIG compared to the prior reporting period. This reflects growing exposure to ISHARES BROAD USD INVESTMENT (USIG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in USIG increasing?
Institutional interest in USIG 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.