Who Owns iShares Broad USD Investment Grade Corporate Bond ETF (USIG)?Hedge Fund & Institutional Holders

$51.19+0.21 (+0.42%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$49.67$50.45$51.23$52.02$52.80Aug 24Jun 25Mar 26

USIG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+2.1M+$2.6T
AMERIPRISE FINANCIAL INCIncreased+4.5M+$239.2B
Valmark Advisers, Inc.New Position+3.0M+$152.9B
Asset Management One Co., Ltd.New Position+2.4M+$122.7B
STIFEL FINANCIAL CORPIncreased+1.9M+$95.8B
RAYMOND JAMES FINANCIAL INCIncreased+1.2M+$62.1B
MCF Advisors LLCNew Position+763K+$39.5B
Trilogy Capital Inc.New Position+649K+$33.6B
FULTON BREAKEFIELD BROENNIMAN LLCNew Position+646K+$33.4B
Santa Clara Valley Transportation AuthorityNew Position+482K+$25.0B
SECURIAN ASSET MANAGEMENT, INCNew Position+440K+$22.8B
MANNING & NAPIER ADVISORS LLCNew Position+338K+$17.5B
Premier Path Wealth Partners, LLCNew Position+216K+$11.2B
Trivant Custom Portfolio Group, LLCNew Position+175K+$9.1B
Runnymede Capital Advisors, Inc.New Position+175K+$9.1B

USIG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-414K-$22.6B
CITIGROUP INCClosed Position-291K-$15.2B
BANK OF NOVA SCOTIAClosed Position-200K-$10.4B
GOLDMAN SACHS GROUP INCDecreased-82K-$5.5B
M&T BANK CORPDecreased-74K-$4.1B
Voya Financial Advisors, Inc.Decreased-46K-$3.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-59K-$3.1B
Banco Santander, S.A.Decreased-40K-$2.8B
FIFTH THIRD SECURITIES, INC.Decreased-21K-$2.0B
BANK OF MONTREAL /CAN/Decreased-9K-$2.0B
10Elms LLPDecreased-379-$2.0B
ELEVATION POINT WEALTH PARTNERS, LLCDecreased-19K-$1.3B
Vestmark Advisory Solutions, Inc.Decreased-19K-$1.3B
MERCER GLOBAL ADVISORS INC /ADVDecreased-14K-$1.2B
Lion Street Advisors, LLCClosed Position-19K-$1.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/49,118,342$2.5T184.91%Share
2AMERIPRISE FINANCIAL INC15,909,133$817.0B184.63%Share
3ASSETMARK, INC9,664,321$500.3B1020.30%Share
4STIFEL FINANCIAL CORP6,622,084$342.0B307.64%Share
5FRANKLIN RESOURCES INC4,934,275$255.0B62.56%Share
6UBS Group AG4,048,328$209.6B33.99%Share
7SEI INVESTMENTS CO3,178,746$164.0B161.88%Share
8Valmark Advisers, Inc.2,953,621$152.9B1884.34%Share
91832 Asset Management L.P.2,378,706$123.0B93.68%Share
10Asset Management One Co., Ltd.2,370,070$122.7B341.15%Share
11RAYMOND JAMES FINANCIAL INC1,749,776$90.0B28.00%Share
12BANK OF AMERICA CORP /DE/1,464,486$75.0B5.46%Share
13WELLS FARGO & COMPANY/MN1,364,851$70.0B12.75%Share
14Long Run Wealth Advisors, LLC1,195,107$61.9B11.66%Share
15JPMORGAN CHASE & CO901,313$46.0B2.89%Share
16Voya Financial Advisors, Inc.826,093$42.0B4.03%Share
17MCF Advisors LLC762,663$39.5B2.18%Share
18Trilogy Capital Inc.648,648$33.6B1.50%Share
19FULTON BREAKEFIELD BROENNIMAN LLC645,598$33.4B2.11%Share
20Santa Clara Valley Transportation Authority481,977$25.0B20.97%Share
21SECURIAN ASSET MANAGEMENT, INC439,717$22.8B0.86%Share
22Blue Edge Capital, LLC411,854$21.3B2.85%Share
23ST GERMAIN D J CO INC409,399$21.2B0.82%Share
24OneDigital Investment Advisors LLC406,386$21.0B205.82%Share
25Pallas Capital Advisors LLC365,936$18.9B0.63%Share
26Cosner Financial Group, LLC358,581$18.6B9.47%Share
27MANNING & NAPIER ADVISORS LLC338,490$17.5B227.58%Share
28WELLS FARGO & COMPANY/MN309,298$16.0B2.91%Share
29JPMORGAN CHASE & CO308,078$15.0B0.94%Share
30ROYAL BANK OF CANADA279,968$14.0B2.28%Share
31Destination Wealth Management265,622$13.8B0.36%Share
32STATE FARM MUTUAL AUTOMOBILE INSURANCE CO262,371$13.6B10.67%Share
33GOLDMAN SACHS GROUP INC254,298$13.0B1.60%Share
34Steward Partners Investment Advisory, LLC266,297$13.0B71.29%Share
35Modern Wealth Management, LLC248,828$12.9B234.88%Share
36DIVERSIFY WEALTH MANAGEMENT, LLC240,197$12.5B0.58%Share
37Strategic Investment Advisors / MI233,947$12.1B1.05%Share
38Premier Path Wealth Partners, LLC216,333$11.2B1.45%Share
39Sigma Planning Corp188,950$9.8B0.27%Share
40Trivant Custom Portfolio Group, LLC175,018$9.1B5.22%Share
41Runnymede Capital Advisors, Inc.175,018$9.1B5.22%Share
42Rockefeller Capital Management L.P.180,133$9.0B16.20%Share
43WELLS FARGO & COMPANY/MN180,126$9.0B1.64%Share
44Glassy Mountain Advisors, Inc.181,249$9.0B2.73%Share
45Baird Financial Group, Inc.176,704$9.0B14.03%Share
46JPMORGAN CHASE & CO181,690$9.0B0.57%Share
47IVC Wealth Advisors LLC151,898$7.9B3.42%Share
48Simplicity Wealth,LLC150,342$7.8B0.46%Share
49COMMONWEALTH EQUITY SERVICES, LLC138,415$7.0B9.33%Share
50OSAIC HOLDINGS, INC.135,566$7.0B10.23%Share

USIG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025425$6.3T+186
Q3 2025239$3.4T-129
Q2 2025368$6.8T-47
Q1 2025415$7.1T+54
Q4 2024361$1152.4T+81
Q3 2024280$1052.4T+4
Q2 2024276$948.5T+22
Q1 2024254$3446.4T—

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As of Q4 2025, 50 institutional investors hold USIG (iShares Broad USD Investment Grade Corporate Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $2.5T in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own USIG?

As of Q4 2025, 50 institutional investors report holding USIG (iShares Broad USD Investment Grade Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of USIG?

The largest institutional holder of USIG is BANK OF AMERICA CORP /DE/ with $2.5T in shares.

Is institutional ownership of USIG increasing or decreasing?

This quarter, 11 institutions opened new positions in USIG and 3 closed their positions.