USIG · Insider trading · 13F holders · Congress trades
iShares Broad USD Investment Grade Corporate Bond (USIG)
Who is buying and selling USIG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 58
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
USIG at a glance
- No open-market insider purchases or sales of USIG were filed in the last 90 days.
- 58 13F filers hold USIG among their 50 largest positions, worth $8.0B combined. The biggest bets by portfolio weight are Cosner Financial Group, LLC (10.0%), SIMA Wealth Partners, LLC (7.1%) and Constellation Investments, Inc. (4.2%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
- Members of Congress have disclosed 1 USIG trade since 2025, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $50K–100K on Apr 15, 2025.
- USIG last closed at $49.47 on Oct 30, 2026.
USIG insider trading
No open-market insider purchases or sales of USIG were filed in the last 90 days.
Who owns USIG? Hedge funds and superinvestors
58 13F filers hold USIG among their 50 largest positions, worth $8.0B combined. The biggest bets by portfolio weight are Cosner Financial Group, LLC (10.0%), SIMA Wealth Partners, LLC (7.1%) and Constellation Investments, Inc. (4.2%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| UBS Group AGBank & trust | 0.5% | $3.0B | 58,744,213 | +4.8% shares | Q2 2026 |
| Empower Advisory Group, LLCWealth manager | 2.7% | $1.1B | 21,938,094 | +7.8% shares | Q2 2026 |
| TIAA Wealth Investment Management LLCAsset manager | 4.0% | $597.4M | 11,596,236 | +2.0% shares | Q2 2026 |
| Assetmark, IncWealth manager | 0.9% | $552.5M | 11,343,566 | +10.2% shares | Q3 2026 |
| Truist Financial CorpBank & trust | 0.6% | $521.1M | 10,160,720 | -5.5% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 1.6% | $459.8M | 8,965,515 | -1.9% shares | Q2 2026 |
| Allworth Financial LPInvestment manager | 1.2% | $271.3M | 5,290,436 | -9.8% shares | Q2 2026 |
| State of New Jersey Common Pension Fund DPension fund | 0.7% | $194.9M | 3,800,000 | — | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 1.9% | $174.7M | 3,405,952 | +12.9% shares | Q2 2026 |
| Asset Management One Co., Ltd.Institutional asset manager | 0.4% | $150.8M | 3,096,616 | +3.1% shares | Q3 2026 |
| Constellation Investments, Inc.Institutional asset manager | 4.2% | $109.4M | 2,245,663 | New | Q3 2026 |
| Avidian Wealth Enterprises, LLCWealth manager | 2.5% | $90.6M | 1,859,065 | +5.8% shares | Q3 2026 |
| North Dakota State Investment BoardPension fund | 2.9% | $73.1M | 1,499,747 | +0.0% shares | Q3 2026 |
| MCF Advisors LLCWealth manager | 1.5% | $42.8M | 878,909 | +5.7% shares | Q3 2026 |
| Voya Financial Advisors, Inc.Wealth manager | 3.8% | $42.6M | 826,967 | +1.7% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 1.5% | $39.4M | 808,632 | +13.4% shares | Q3 2026 |
| Crestwood Advisors Group, LLCWealth manager | 0.5% | $36.8M | 754,769 | +4.6% shares | Q3 2026 |
| Liberty Mutual Group Asset Management Inc.Asset manager | 3.2% | $36.7M | 714,850 | +0.0% shares | Q2 2026 |
| Fulton Breakefield Broenniman LLCWealth manager | 2.0% | $33.5M | 652,977 | -0.1% shares | Q2 2026 |
| Diversify Advisory Services, LLCWealth manager | 0.5% | $31.1M | 631,720 | +2.4% shares | Q3 2026 |
| Diversify Wealth Management, LLCWealth manager | 0.5% | $31.1M | 631,720 | +2.4% shares | Q3 2026 |
| Aprio Wealth Management, LLCWealth manager | 1.3% | $28.0M | 575,777 | — | Q3 2026 |
| Strategic Investment Advisors / MIWealth manager | 1.4% | $22.4M | 436,367 | +2.2% shares | Q2 2026 |
| Blue Edge Capital, LLCWealth manager | 2.6% | $21.9M | 426,139 | -0.0% shares | Q2 2026 |
| Securian Asset Management, IncInstitutional asset manager | 0.8% | $21.8M | 430,517 | -2.1% shares | Q2 2026 |
| St Germain D J Co IncInvestment manager | 0.8% | $21.3M | 415,596 | +2.6% shares | Q2 2026 |
| Cosner Financial Group, LLCWealth manager | 10.0% | $19.5M | 379,687 | +4.0% shares | Q2 2026 |
| McKinley Carter Wealth Services, Inc.Wealth manager | 1.0% | $19.4M | 398,493 | -0.2% shares | Q3 2026 |
| Pallas Capital Advisors LLCWealth manager | 0.5% | $17.4M | 338,709 | +4.3% shares | Q2 2026 |
| Tiaa Trust, National AssociationBank & trust | 0.9% | $14.6M | 284,211 | +1.2% shares | Q2 2026 |
The 30 largest of 58 positions, by value. Each manager counts with its latest 13F (Q3 2026: 25, Q2 2026: 33). Screen USIG in the grand portfolio →
USIG stock trades by members of Congress
Members of Congress have disclosed 1 USIG trade since 2025, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $50K–100K on Apr 15, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 5, 2026 | Tommy TubervilleR-AL · Senate | Buy | $50K–100K | Apr 15, 2025 | -1.4% |
USIG questions and answers
Are insiders buying USIG stock?
No open-market insider purchases or sales of USIG were filed in the last 90 days.
Which hedge funds own USIG?
58 13F filers hold USIG among their 50 largest positions, worth $8.0B combined. The biggest bets by portfolio weight are Cosner Financial Group, LLC (10.0%), SIMA Wealth Partners, LLC (7.1%) and Constellation Investments, Inc. (4.2%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
Has Congress traded USIG?
Members of Congress have disclosed 1 USIG trade since 2025, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $50K–100K on Apr 15, 2025.
Who is the largest holder of USIG?
Among 13F filers, UBS Group AG reports the largest USIG position, $3.0B (58,744,213 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cosner Financial Group, LLC's: 10.0% of its portfolio.
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