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iShares Broad USD Investment Grade Corporate Bond ETF (USIG) Institutional Ownership

iShares Broad USD Investment Grade Corporate Bond ETF logo
$50.27 +0.04 (+0.08%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Broad USD Investment Grade Corporate Bond ETF (NASDAQ:USIG)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$215.00M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$69.09M
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USIG Institutional Buying and Selling by Quarter

iShares Broad USD Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC47,107$2.37M0.0%-1.8%0.019%
1/17/2025 Bartlett & CO. Wealth Management LLC221,230$11.12M0.2%+9.8%0.091%
1/15/2025 Arkadios Wealth Advisors15,280$768K0.0%+34.9%0.006%
1/15/2025 Trivant Custom Portfolio Group LLC162,723$8.18M4.8%+1.6%0.067%
1/13/2025 AdvisorNet Financial Inc618$31K0.0%+50.7%0.000%
1/10/2025 ST Germain D J Co. Inc.276,403$13.90M0.6%+19.1%0.113%
12/26/2024JPMorgan Chase & Co.1,172,235$61.64M0.0%+23.1%0.489%
11/18/2024Virtue Capital Management LLC62,309$3.28M0.7%-2.3%0.026%
11/18/2024Sunbelt Securities Inc.1,288$68K0.0%+179.4%0.001%
11/18/2024Financial Avengers Inc.19,716$1.04M0.5%+17.5%0.008%
11/15/2024Continuum Advisory LLC508$26K0.0%-31.7%0.000%
11/14/2024Captrust Financial Advisors4,243$223K0.0%+5.9%0.002%
11/14/2024Kingfisher Capital LLC18,484$972K0.2%-6.9%0.008%
11/13/2024BNP Paribas Financial Markets314,312$16.53M0.0%+168.0%0.131%
11/13/2024Capital Square LLC18,555$976K0.6%N/A0.008%
11/13/2024Private Trust Co. NA9,894$520K0.1%+392.0%0.004%
11/13/2024Fisher Asset Management LLC20,889$1.10M0.0%-59.6%0.009%
11/12/2024Cahill Financial Advisors Inc.3,916$206K0.0%-74.5%0.002%
11/8/2024EverSource Wealth Advisors LLC39,620$2.08M0.1%+19.2%0.017%
11/5/2024Compass Financial Group Inc.44,117$2.32M1.1%+4.2%0.018%
11/1/2024Leavell Investment Management Inc.26,955$1.42M0.1%N/A0.011%
11/1/2024Sonata Capital Group Inc.4,725$248K0.1%N/A0.002%
10/30/2024Crestwood Advisors Group LLC287,881$15.14M0.3%+41.6%0.120%
10/30/2024United Advisor Group LLC17,370$913K0.2%N/A0.007%
10/29/2024 Janney Montgomery Scott LLC47,983$2.52M0.0%-9.4%0.020%
10/29/2024Farther Finance Advisors LLC6,806$358K0.0%+83.2%0.003%
10/24/2024 Arkadios Wealth Advisors11,331$596K0.0%+4.9%0.005%
10/18/2024 ST Germain D J Co. Inc.232,035$12.20M0.6%+12.5%0.098%
10/18/2024 Bartlett & CO. Wealth Management LLC201,453$10.59M0.2%+22.4%0.085%
10/10/2024Valeo Financial Advisors LLC30,789$1.62M0.0%+2.5%0.013%
10/5/2024 Trivant Custom Portfolio Group LLC160,181$8.42M4.9%+93.5%0.069%
8/27/2024Clearbridge Investments LLC10,231$514K0.0%-2.3%0.005%
8/15/2024Kingfisher Capital LLC19,855$997K0.2%+2.4%0.009%
8/14/2024EverSource Wealth Advisors LLC33,228$1.70M0.1%+14.9%0.015%
8/12/2024Waterloo Capital L.P.190,167$9.55M1.1%+11.1%0.084%
8/9/2024One Capital Management LLC219,531$11.02M0.4%-30.5%0.097%
8/1/2024TIAA Trust National Association4,727,212$237.35M0.7%+50.3%2.086%
8/1/2024Crestwood Advisors Group LLC203,320$10.21M0.2%+17.3%0.090%
8/1/2024Summit Financial LLC31,885$1.60M0.1%+351.6%0.014%
7/29/2024 Arkadios Wealth Advisors10,806$543K0.0%+42.6%0.005%
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7/26/2024Bank of New York Mellon Corp1,889,184$94.86M0.0%-8.8%0.835%
7/25/2024Independence Bank of Kentucky682$34K0.0%N/A0.000%
7/17/2024 Trivant Custom Portfolio Group LLC82,777$4.16M2.6%+9.7%0.037%
7/17/2024Montecito Bank & Trust15,067$757K0.2%+15.0%0.007%
7/16/2024Edmonds Duncan Registered Investment Advisors LLC4,535$228K0.1%N/A0.002%
7/15/2024Fifth Third Securities Inc.20,915$1.05M0.1%-14.4%0.009%
7/11/2024Manning & Napier Advisors LLC479,347$24.07M0.3%N/A0.214%
7/10/2024Valeo Financial Advisors LLC30,027$1.51M0.0%-5.7%0.013%
7/9/2024Arden Trust Co25,039$1.26M0.2%+2.5%0.011%
7/9/2024Lynx Investment Advisory2,779$140K0.1%N/A0.001%
7/8/2024 ST Germain D J Co. Inc.206,329$10.36M0.5%+29.7%0.092%
6/11/2024EverSource Wealth Advisors LLC28,910$1.43M0.1%+12.2%0.013%
5/17/2024Comerica Bank128,720$6.54M0.0%+8.8%0.060%
5/14/2024Wellington Wealth Strategies LLC.5,675$288K0.1%N/A0.003%
5/13/2024Penobscot Investment Management Company Inc.26,850$1.36M0.1%+17.5%0.012%
5/10/2024TIAA Trust National Association3,144,345$159.76M0.5%+16.7%1.461%
5/4/2024Coulter & Justus Financial Services LLC4,952$251K0.1%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC52,732$2.68M0.0%-88.9%0.025%
4/30/2024 Arkadios Wealth Advisors7,576$385K0.0%+23.0%0.004%
4/25/2024Valeo Financial Advisors LLC31,856$1.57M0.0%+6.0%0.015%
4/25/2024Summit Financial LLC7,061$358K0.0%-19.7%0.003%
4/25/2024Cambridge Investment Research Advisors Inc.90,136$4.58M0.0%+12.8%0.042%
4/17/2024 Trivant Custom Portfolio Group LLC75,434$3.83M2.4%+5.3%0.036%
4/16/2024 Financial Management Professionals Inc.4,456$226K0.0%N/A0.002%
4/9/2024Montecito Bank & Trust13,098$665K0.1%+10.9%0.006%
4/3/2024 Versant Capital Management Inc876$44K0.0%N/A0.000%
4/3/2024Arden Trust Co24,435$1.24M0.2%-89.5%0.012%
4/2/2024 ST Germain D J Co. Inc.159,142$8.08M0.4%+86.3%0.077%
3/5/2024Fisher Asset Management LLC47,830$2.45M0.0%-13.0%0.023%
3/4/2024Richardson Financial Services Inc.1,308$67K0.1%N/A0.001%
2/14/2024Kingfisher Capital LLC20,822$1.07M0.3%+6.0%0.010%
2/14/2024Waterloo Capital L.P.114,759$5.88M1.0%+85.6%0.056%
2/14/2024Azimuth Capital Investment Management LLC4,865$249K0.0%+10.9%0.002%
2/9/2024Cambridge Investment Research Advisors Inc.79,887$4.10M0.0%-34.3%0.039%
2/9/2024EverSource Wealth Advisors LLC25,763$1.32M0.1%+36.8%0.012%
2/9/2024Clearbridge Investments LLC10,389$533K0.0%+3.7%0.005%
2/7/2024One Capital Management LLC277,380$14.22M0.6%-54.0%0.134%
2/7/2024Cary Street Partners Investment Advisory LLC4,272$219K0.0%-42.0%0.002%
2/6/2024Fisher Asset Management LLC47,917$2.46M0.0%-12.8%0.023%
2/5/2024Penobscot Investment Management Company Inc.22,850$1.17M0.1%+34.8%0.011%
2/2/2024Lyell Wealth Management LP9,815$503K0.1%-3.0%0.005%
2/2/2024Compass Financial Group Inc.42,073$2.16M1.2%N/A0.020%
1/31/2024Greenleaf Trust5,514$283K0.0%-45.2%0.003%
1/29/2024Crestwood Advisors Group LLC103,351$5.30M0.1%N/A0.050%
1/29/2024Valeo Financial Advisors LLC30,049$1.54M0.1%+3.6%0.015%
1/25/2024 Trivant Custom Portfolio Group LLC71,626$3.67M2.4%+1.3%0.035%
1/24/2024 Arkadios Wealth Advisors6,158$316K0.0%+6.6%0.003%
1/23/2024TIAA Trust National Association2,694,172$138.24M0.5%+18.5%1.329%
1/19/2024Quent Capital LLC33,489$1.72M0.2%+10,268.1%0.017%
1/19/2024Manning & Napier Group LLC446,882$22.91M0.3%-1.6%0.220%
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1/18/2024Meadow Creek Wealth Advisors LLC7,311$375K0.4%N/A0.004%
1/17/2024 Fort Washington Investment Advisors Inc. OH25,690$1.32M0.0%+30.6%0.013%
1/10/2024Creative Financial Designs Inc. ADV1,375$70K0.0%+30.5%0.001%
1/5/2024Montecito Bank & Trust11,815$606K0.1%-28.1%0.006%
1/4/2024Arden Trust Co232,559$11.92M1.7%+4.8%0.118%
12/11/2023Headinvest LLC925$44K0.0%N/A0.000%
11/15/2023Baker Avenue Asset Management LP43,426$2.09M0.1%-57.4%0.023%
11/15/2023Kingfisher Capital LLC19,639$944K0.2%-2.5%0.010%
11/15/2023Ameriprise Financial Inc.2,407,596$115.77M0.0%+7.5%1.276%
11/13/2023Cary Street Partners Investment Advisory LLC7,370$354K0.0%+58.6%0.004%
(Data available from 1/1/2016 forward)

USIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USIG shares?

During the previous two years, 84 institutional investors and hedge funds held shares of iShares Broad USD Investment Grade Corporate Bond ETF. The most heavily invested institutionals were TIAA Trust National Association ($237.35M), Assetmark Inc. ($219.94M), Ameriprise Financial Inc. ($115.77M), Bank of New York Mellon Corp ($94.86M), JPMorgan Chase & Co. ($61.64M), Manning & Napier Advisors LLC ($24.07M), and Manning & Napier Group LLC ($22.91M).Learn more on USIG's institutional investors.

Which institutional investors have been buying iShares Broad USD Investment Grade Corporate Bond ETF stock?

Of the 74 institutional investors that purchased iShares Broad USD Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($4.73M), Assetmark Inc. ($1.07M), Manning & Napier Advisors LLC ($479.35K), Bank of New York Mellon Corp ($343.94K), One Capital Management LLC ($280.29K), JPMorgan Chase & Co. ($219.97K), and Crestwood Advisors Group LLC ($217.84K).

How much institutional buying is happening at iShares Broad USD Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 9,182,360 shares in the last 24 months. This purchase volume represents approximately $537.41M in transactions.

Which iShares Broad USD Investment Grade Corporate Bond ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold iShares Broad USD Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($462.03K), One Capital Management LLC ($421.78K), Arden Trust Co ($263.31K), Bank of New York Mellon Corp ($222.47K), Global Wealth Strategies & Associates ($101.44K), Clearbridge Investments LLC ($94.02K), and Fisher Asset Management LLC ($89.69K).

How much institutional selling is happening at iShares Broad USD Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 2,040,731 shares in the last 24 months. This volume of shares sold represents approximately $122.05M in transactions.


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This page (NASDAQ:USIG) was last updated on 1/21/2025 by MarketBeat.com Staff
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