Who Owns iShares Broad USD Investment Grade Corporate Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Broad USD Investment Grade Corporate Bond ETF.
Who crossed 5% of USIG →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Avidian Wealth Enterprises, LLCUSD INV GRDE ETF1.9M shadded | $90.6M |
| Venture Visionary Partners LLCUSD INV GRDE ETF134K shadded | $6.5M |
| Farther Finance Advisors, LLCETF58.3K shtrimmed | $2.8M |
| Acropolis Investment Management, LLCUSD INV GRDE ETF33.8K sh— | $1.6M |
| DAVIDSON TRUST COFixed Income11.6K shadded | $563.7K |
| Breakwater Capital GroupUSD INV GRDE ETF10.1K shtrimmed | $492K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUSD INV GRDE ETF8.5K shtrimmed | $414.9K |
| Echo45 Advisors LLCUSD INV GRDE ETF4.7K sh— | $230.7K |
| CoreCap Advisors, LLCETF4.1K shtrimmed | $200.4K |
| Investors Research CorpUSD INV GRDE ETF338 shheld | $16.5K |
| TOTH FINANCIAL ADVISORY CORPUSD INV GRDE ETF184 sh— | $9K |
| Davis Capital ManagementETF69 shheld | $3.4K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund38 sh— | $1.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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