Who owns iShares Broad USD Investment Grade Corporate Bond ETF?
Institutional ownership of USIG from SEC Form 13F filings across 298 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
298
13F holders
$13.85B
value, 2026 filers
77%
of shares outstanding (270.3M sh)
43
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of USIG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 64.6M | $3.31B | 0.2% | 18.4% | +4.7% |
| 2 | UBS Group AG | 58.7M | $3.01B | 0.4% | 16.7% | +4.8% |
| 3 | Empower Advisory Group, LLC | 21.9M | $1.13B | 2.7% | 6.3% | +7.8% |
| 4 | AMERIPRISE FINANCIAL INC | 14.3M | $730.8M | 0.1% | 4.1% | -21.2% |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.0M | $564.8M | 0.1% | 3.1% | -5.2% |
| 6 | ASSETMARK, INC | 10.3M | $528.2M | 0.9% | 2.9% | +1.2% |
| 7 | TRUIST FINANCIAL CORP | 10.2M | $521.1M | 0.6% | 2.9% | -5.5% |
| 8 | BlackRock, Inc. | 8.8M | $452.6M | 0.0% | 2.5% | +6.6% |
| 9 | STIFEL FINANCIAL CORP | 8.3M | $424.4M | 0.4% | 2.4% | +16.4% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 6.4M | $330.2M | 0.1% | 1.8% | -7.3% |
| 11 | Allworth Financial LP | 5.3M | $271.3M | 1.2% | 1.5% | -9.8% |
| 12 | FRANKLIN RESOURCES INC | 5.0M | $254.1M | 0.1% | 1.4% | +0.7% |
| 13 | State of New Jersey Common Pension Fund DNEW | 3.8M | $194.9M | 0.7% | 1.1% | new |
| 14 | SEI INVESTMENTS CO | 3.6M | $182.8M | 0.2% | 1% | +6.0% |
| 15 | LPL Financial LLC | 3.5M | $180.5M | 0.0% | 1% | +1.6% |
| 16 | Valmark Advisers, Inc. | 3.4M | $174.7M | 1.9% | 1% | +12.9% |
| 17 | Asset Management One Co., Ltd. | 3.0M | $154.0M | 0.4% | 0.9% | +8.5% |
| 18 | MORGAN STANLEY | 2.9M | $149.0M | 0.0% | 0.8% | +3.6% |
| 19 | WELLS FARGO & COMPANY/MN | 2.4M | $122.4M | 0.0% | 0.7% | +23.3% |
| 20 | Bank of New York Mellon Corp | 2.0M | $102.8M | 0.0% | 0.6% | +26.6% |
| 21 | JPMORGAN CHASE & CO | 2.0M | $100.9M | 0.0% | 0.6% | +8.8% |
| 22 | Avidian Wealth Enterprises, LLC | 1.8M | $90.1M | 2.5% | 0.5% | +3.9% |
| 23 | Cetera Investment Advisers | 1.3M | $66.5M | 0.1% | 0.4% | +15.4% |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | 1.2M | $62.1M | 0.1% | 0.3% | -0.6% |
| 25 | MCF Advisors LLC | 831,610 | $42.7M | 1.5% | 0.2% | +9.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.