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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+66,747+382.5%84,197$4.31MQ1 2026Sep 04, 2026
Dakota Wealth ManagementBuy+39,752+41.8%134,825$6.91MQ1 2026Aug 26, 2026
Mirae Asset Global Investments Co., Ltd.Buy+20,381+3.6%592,736$30.37MQ1 2026Aug 12, 2026
Wells Fargo & Company/MnBuy+76,702+4.1%1,934,400$99.10MQ1 2026Jul 08, 2026
Soa Wealth Advisors, Llc.Buy+16—16$820.00Q1 2026May 20, 2026
Financial Avengers, Inc.Buy+28,423+39.0%101,248$5.19MQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+2,241—2,241$114.80KQ1 2026May 19, 2026
Bank Of America CorpBuy+11,082,553+21.9%61,669,415$3.16BQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+192,960+82.5%426,907$21.86MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+3,430+16.9%23,750$1.22MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcSell-807-5.0%15,285$783.58KQ1 2026May 18, 2026
Cassady Wealth & Retirement Planning, LlcBuy+191+4.2%4,779$244.92KQ1 2026May 18, 2026
Mercer Global Advisors IncBuy+1,209,945+14054.4%1,218,554$62.43MQ1 2026May 15, 2026
Liberty Mutual Group Asset Management Inc.Buy+714,850—714,850$36.62MQ1 2026May 15, 2026
Goldman Sachs Group IncSell-242,537-88.9%30,309$1.55MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+108,073+27.1%507,366$25.99MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+83,970+5.8%1,526,055$78.18MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+79,520—79,520$4.07MQ1 2026May 15, 2026
Allworth Financial LpBuy+76,199+1.3%5,862,267$300.32MQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+60,630—60,630$3.11MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+52,033—52,033$2.67MQ1 2026May 15, 2026
Morgan StanleyBuy+48,759+1.8%2,804,359$143.67MQ1 2026May 15, 2026
Smartleaf Asset Management LlcBuy+38,622+39.9%135,350$6.90MQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+34,659+6.0%614,798$31.50MQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+31,073+323.5%40,677$2.08MQ1 2026May 15, 2026
Old Mission Capital LlcBuy+23,525—23,525$1.21MQ1 2026May 15, 2026
Sima Wealth Partners, LlcBuy+15,704+8.8%193,640$9.92MQ1 2026May 15, 2026
Destination Wealth ManagementBuy+11,004+4.1%276,626$14.17MQ1 2026May 15, 2026
Gotham Asset Management, LlcBuy+10,717+124.6%19,315$989.51KQ1 2026May 15, 2026
Us Bancorp \De\Sell-10,319-12.6%71,523$3.66MQ1 2026May 15, 2026
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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.