iShares Broad Usd InvestmentUSIGETF
13F holders, Q1 2025 (March 31)424holders −14
44new positions
51sold out
3famous investors
$50.99avg. 13F price*
At the end of Q1 2025, 424 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, down 14 from Q4 2024. 44 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($2.2B), Empower Advisory Group, LLC ($801.8M) and Ameriprise Financial Inc. ($410.1M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Broad Usd Investment
- CUSIP
- 464288620
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $24.2M |
| Exits | 51 | $64.5M |
All 13F filers, Q4 2024 → Q1 2025: 17,025,307 shares bought and 8,766,967 shares sold, net +8,258,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Bank of America Corp. | 0.19% | Add +27.8% | 42,562,134 | $2.2B |
| Empower Advisory Group, LLC | 2.62% | Add +7.5% | 15,696,044 | $801.8M |
| Ameriprise Financial Inc. | 0.11% | Reduce -20.2% | 8,243,133 | $410.1M |
| Truist Financial Corp. | 0.63% | Add +4.1% | 7,673,359 | $392.0M |
| Assetmark, Inc. | 1.00% | Reduce -8.2% | 7,154,511 | $365.5M |
| UBS Group AG | 0.07% | Reduce -3.3% | 6,406,878 | $327.3M |
| BlackRock, Inc. | 0.01% | Reduce -2.4% | 5,699,477 | $291.1M |
| Tiaa Trust, National Association | 0.89% | Reduce -0.8% | 5,556,526 | $283.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +8.7% | 5,540,616 | $283.0M |
| Allworth Financial LP | 1.53% | Add +1.6% | 5,364,728 | $271.3M |
| Japan Science & Technology Agency | 3.60% | Reduce -36.7% | 4,578,000 | $233.8M |
| Franklin Resources Inc. | 0.07% | Add +1.7% | 4,570,325 | $233.5M |
| Stifel Financial Corp. | 0.24% | Add +4.0% | 4,422,466 | $225.9M |
| 1832 Asset Management L.P. | 0.34% | Add +0.3% | 3,448,880 | $176.2M |
| Morgan Stanley | 0.01% | Add +11.9% | 2,861,001 | $146.1M |
| Valmark Advisers, Inc. | 2.08% | Add +5.3% | 2,690,429 | $137.4M |
| Asset Management One Co., Ltd. | 0.40% | Add +4.1% | 2,273,476 | $116.1M |
| Sei Investments Co. | 0.14% | Reduce -0.2% | 2,193,479 | $112.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.9% | 1,476,104 | $75.4M |
| Sensible Financial Planning & Management, LLC. | 14.48% | Add +1.0% | 1,420,734 | $72.6M |
| Mather Group, Llc. | 0.83% | Add +6.0% | 1,407,987 | $71.9M |
| JPMorgan Chase & Co. | 0.01% | Add +6.4% | 1,342,459 | $68.6M |
| LPL Financial LLC | 0.03% | Add +14.6% | 1,329,714 | $67.9M |
| Avidian Wealth Enterprises, LLC | 2.90% | Add +22.6% | 1,273,650 | $65.1M |
| Merit Financial Group, LLC | 0.88% | Reduce -12.2% | 1,151,888 | $58.8M |
| Trilogy Capital Inc. | 2.94% | Add +389.5% | 1,099,135 | $56.1M |
| Long Run Wealth Advisors, LLC | 11.96% | Add +4.1% | 1,032,454 | $52.7M |
| Voya Financial Advisors, Inc. | 5.26% | Reduce -4.0% | 935,537 | $47.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Add +5.6% | 866,741 | $44.2M |
| Cetera Investment Advisers | 0.08% | Add +7.0% | 799,153 | $40.8M |
| Kestra Investment Management, LLC | 0.74% | Add +49.3% | 755,221 | $38.6M |
| AE Wealth Management LLC | 0.32% | Reduce -5.7% | 744,128 | $38.0M |
| Americana Partners, LLC | 1.47% | Add +13.4% | 738,321 | $37.7M |
| MCF Advisors LLC | 2.65% | Reduce -2.8% | 719,942 | $36.8M |
| Raymond James Financial Inc. | 0.01% | Add +18.6% | 708,082 | $36.2M |
| New Jersey Better Educational Savings Trust | 68.92% | No change | 698,945 | $35.7M |
| Fulton Breakefield Broenniman LLC | 2.33% | Add +125.3% | 632,246 | $32.3M |
| Captrust Financial Advisors | 0.07% | Add +7927.0% | 525,606 | $26.8M |
| Santa Clara Valley Transportation Authority | 22.33% | No change | 441,930 | $22.6M |
| Crestwood Advisors Group, LLC | 0.42% | Add +7.2% | 436,676 | $22.3M |
| Manning & Napier Advisors LLC | 0.27% | Add +0.9% | 429,123 | $21.9M |
| Wells Fargo & Company | 0.01% | Add +42.7% | 428,006 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.4% | 382,022 | $19.5M |
| Blue Edge Capital, LLC | 2.97% | Reduce -0.1% | 362,636 | $18.5M |
| Securian Asset Management, Inc. | 0.56% | Add +10.4% | 360,017 | $18.4M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -0.5% | 350,046 | $17.9M |
| St Germain D J Co. Inc. | 0.81% | Add +22.8% | 339,309 | $17.3M |
| McKinley Carter Wealth Services, Inc. | 0.97% | Add +56.6% | 309,117 | $15.8M |
| Cosner Financial Group, LLC | 9.19% | Add +26.2% | 294,117 | $15.0M |
| Banco Santander, S.A. | 0.17% | Add +178.3% | 293,601 | $15.0M |
| Shelter Mutual Insurance Co | 3.51% | No change | 284,810 | $14.5M |
| Pallas Capital Advisors LLC | 0.57% | Add +30.6% | 269,797 | $13.8M |
| Robertson Stephens Wealth Management, LLC | 0.51% | Add +1.3% | 266,299 | $13.6M |
| Saiph Capital, LLC | 6.43% | Add +0.3% | 263,779 | $13.5M |
| Advisors Capital Management, LLC | 0.20% | Reduce -15.9% | 256,084 | $13.1M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +12.1% | 247,960 | $12.7M |
| HSBC Holdings PLC | 0.01% | Add +41.4% | 242,873 | $12.4M |
| Destination Wealth Management | 0.39% | Add +2.6% | 242,091 | $12.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +3.7% | 242,084 | $12.4M |
| New York Life Investment Management LLC | 0.13% | Add +0.4% | 240,537 | $12.3M |
| Westover Capital Advisors, LLC | 2.43% | Reduce -2.7% | 214,461 | $11.0M |
| One Capital Management, LLC | 0.37% | Reduce -17.1% | 213,632 | $10.9M |
| Premier Path Wealth Partners, LLC | 1.69% | Reduce -1.4% | 212,570 | $10.9M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 204,772 | $10.5M |
| Kingdom Financial Group LLC. | 7.26% | Reduce -4.1% | 193,777 | $9.9M |
| Glassy Mountain Advisors, Inc. | 3.45% | Add +0.5% | 190,755 | $9.7M |
| Trivant Custom Portfolio Group, LLC | 5.15% | Add +7.7% | 175,203 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -35.4% | 172,236 | $8.8M |
| Sigma Planning Corp | 0.27% | Add +39.8% | 167,223 | $8.5M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 160,000 | $8.2M |
| SIMA Wealth Partners, LLC | 6.55% | Add +12.9% | 154,395 | $7.9M |
| CNO Financial Group, Inc. | 6.41% | — | 150,000 | $7.7M |
| Comerica Bank | 0.03% | Add +7.2% | 147,716 | $7.5M |
| Diversify Wealth Management, LLC | 0.53% | Add +29.9% | 140,754 | $7.2M |
| Strategic Investment Advisors / MI | 0.76% | Add +11.4% | 140,077 | $7.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Reduce -63.7% | 139,906 | $7.1M |
| Howard Bailey Securities, LLC | 2.38% | Add +6.3% | 139,888 | $7.1M |
| US Bancorp \de | 0.01% | Reduce -3.4% | 137,687 | $7.0M |
| Kraft, Davis & Associates, LLC | 2.25% | Reduce -13.3% | 139,593 | $7.0M |
| Cerity Partners LLC | 0.01% | Reduce -46.1% | 134,706 | $6.9M |
| Modern Wealth Management, LLC | 0.22% | Add +41.4% | 146,451 | $6.8M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.4M |
| National Bank of Canada | 0.01% | Add +7557.6% | 121,833 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.3% | 114,181 | $5.8M |
| Diversify Advisory Services, LLC | 0.36% | Add +27.3% | 112,069 | $5.7M |
| US Financial Advisors, LLC | 1.66% | Add +3.8% | 110,057 | $5.6M |
| Wealthspire Retirement, LLC | 0.45% | Add +2.7% | 109,893 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.9% | 109,256 | $5.6M |
| M&T Bank Corp | 0.02% | Reduce -13.0% | 107,639 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.4% | 107,207 | $5.5M |
| IVC Wealth Advisors LLC | 2.94% | Add +22.4% | 107,032 | $5.5M |
| Simplicity Wealth,LLC | 0.42% | Add +1706.3% | 106,157 | $5.4M |
| Columbus Macro, LLC | 0.67% | Add +0.6% | 100,139 | $5.1M |
| Motiv8 Investments LLC | 3.21% | Reduce -14.1% | 94,833 | $4.8M |
| TD Waterhouse Canada Inc. | 0.04% | Add +8.3% | 90,100 | $4.6M |
| Aire Advisors, LLC | 0.96% | Add +5.8% | 89,550 | $4.6M |
| Erickson Financial Group, LLC | 3.33% | Add +2.0% | 87,457 | $4.5M |
| Cwm, LLC | 0.02% | Reduce -4.3% | 84,023 | $4.3M |
| Flow Traders U.S. LLC | 0.18% | New | 82,539 | $4.2M |
| Checchi Capital Advisers, LLC | 0.30% | Reduce -1.4% | 82,415 | $4.2M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.