Jim Simons
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Jim Simons’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Jim Simons’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$621K Buy
+12,100
New +$620K ﹤0.01% 2522
2025
Q4 		– Sell
-14,500
Closed -$757K – 3782
2025
Q3 		$757K Sell
14,500
-40,900
-74% -$2.11M ﹤0.01% 2625
2025
Q2 		$2.85M Buy
55,400
+48,900
+752% +$2.47M ﹤0.01% 1887
2025
Q1 		$332K Buy
+6,500
New +$329K ﹤0.01% 2895
2024
Q4 		– Sell
-97,300
Closed -$5.12M – 3934
2024
Q3 		$5.12M Sell
97,300
-1,500
-2% -$77.4K 0.01% 1425
2024
Q2 		$4.96M Buy
+98,800
New +$4.94M 0.01% 1300
2023
Q1 		– Sell
-44,700
Closed -$2.2M – 4416
2022
Q4 		$2.2M Buy
44,700
+39,800
+812% +$1.94M ﹤0.01% 2016
2022
Q3 		$235K Buy
+4,900
New +$250K ﹤0.01% 3316
2022
Q2 		– Sell
-19,700
Closed -$1.08M – 4595
2022
Q1 		$1.08M Buy
+19,700
New +$1.12M ﹤0.01% 2676
2021
Q1 		– Sell
-6,500
Closed -$403K – 3733
2020
Q4 		$403K Buy
+6,500
New +$398K ﹤0.01% 2918
2020
Q3 		– Sell
-55,200
Closed -$3.34M – 3703
2020
Q2 		$3.34M Buy
+55,200
New +$3.23M ﹤0.01% 1874
2020
Q1 		– Sell
-16,797
Closed -$979K – 3815
2019
Q4 		$979K Buy
16,797
+6,197
+58% +$360K ﹤0.01% 2641
2019
Q3 		$618K Buy
+10,600
New +$612K ﹤0.01% 2789
2019
Q1 		– Sell
-10,300
Closed -$545K – 3710
2018
Q4 		$545K Buy
10,300
+4,306
+72% +$227K ﹤0.01% 2831
2018
Q3 		$321K Sell
5,994
-27,406
-82% -$1.47M ﹤0.01% 2995
2018
Q2 		$1.79M Sell
33,400
-200
-0.6% -$10.7K ﹤0.01% 2326
2018
Q1 		$1.83M Buy
33,600
+26,400
+367% +$1.45M ﹤0.01% 2371
2017
Q4 		$403K Buy
+7,200
New +$403K ﹤0.01% 2934

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jim Simons's USIG Position: Q2 2026 in Review

Jim Simons opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 12,100 shares worth $621K. The stake represents ﹤0.01% of the portfolio and ranks #2522 among its holdings. This is a return to the name: Jim Simons previously reported a position in USIG as recently as Q3 2025.

Jim Simons first reported a position in USIG in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.12M in Q3 2024. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Jim Simons held 12,100 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $621K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Jim Simons position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2522 holding.
  • Jim Simons first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 18 quarters since.
  • Jim Simons's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.12M in Q3 2024.
  • 469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.