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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$50.19 +0.21 (+0.42%)
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Institutional Ownership Changes (13F Filings) for iShares Broad USD Investment Grade Corporate Bond ETF (NASDAQ:USIG)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$259.29M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$68.58M
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USIG Institutional Buying and Selling by Quarter

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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
4/14/2025 Farther Finance Advisors LLC6,234$318K0.0%+37.3%0.002%
4/9/2025 ST Germain D J Co. Inc.339,309$17.33M0.8%+22.8%0.134%
4/9/2025 NBC Securities Inc.779$39K0.0%N/A0.000%
4/8/2025 Parallel Advisors LLC1,976$101K0.0%+46.6%0.001%
4/7/2025 AdvisorNet Financial Inc898$46K0.0%+45.3%0.000%
2/26/2025Virtue Capital Management LLC66,425$3.34M0.7%+6.6%0.027%
2/24/2025Ameriflex Group Inc.761$38K0.0%N/A0.000%
2/18/202510Elms LLP35,035$1.76M1.8%N/A0.014%
2/18/2025Financial Avengers Inc.39,424$1.98M0.9%+100.0%0.016%
2/17/2025Tolleson Wealth Management Inc.27,898$1.40M0.3%+3.7%0.012%
2/17/2025Captrust Financial Advisors6,548$329K0.0%+54.3%0.003%
2/17/2025Baird Financial Group Inc.105,729$5.32M0.0%+0.5%0.044%
2/17/2025BNP Paribas Financial Markets109,409$5.50M0.0%-65.2%0.045%
2/17/2025Ameriprise Financial Inc.10,324,245$523.49M0.1%+6.3%4.264%
2/14/2025Landing Point Financial Group LLC57,682$2.90M2.2%N/A0.024%
2/13/2025Foster Dykema Cabot & Partners LLC530$27K0.0%-69.4%0.000%
2/13/2025Blue Edge Capital LLC362,808$18.24M2.9%-1.9%0.150%
2/13/2025Waterloo Capital L.P.149,980$7.54M0.8%+4.6%0.062%
2/12/2025Summit Financial LLC18,717$941K0.0%-33.3%0.008%
2/12/2025JPMorgan Chase & Co.1,261,410$63.42M0.0%+7.6%0.521%
2/12/2025Murphy & Mullick Capital Management Corp975$49K0.0%N/A0.000%
2/11/2025TIAA Trust National Association5,603,082$281.72M0.9%+10.8%2.314%
2/10/2025Creative Financial Designs Inc. ADV1,848$93K0.0%+34.4%0.001%
2/10/2025 Farther Finance Advisors LLC4,539$228K0.0%-33.3%0.002%
2/10/2025EverSource Wealth Advisors LLC37,623$1.89M0.1%-5.0%0.016%
2/6/2025One Capital Management LLC257,642$12.95M0.4%-22.1%0.106%
2/6/2025SBI Securities Co. Ltd.5,693$286K0.0%N/A0.002%
2/6/2025Jones Financial Companies Lllp5,384$271K0.0%+16.0%0.002%
2/5/2025Fisher Asset Management LLC28,954$1.46M0.0%+38.6%0.012%
2/5/2025Maripau Wealth Management LLC4,293$216K0.1%N/A0.002%
2/5/2025Private Trust Co. NA4,620$232K0.0%-53.3%0.002%
2/4/2025Bank of New York Mellon Corp1,535,450$77.20M0.0%-12.9%0.634%
2/4/2025Crestwood Advisors Group LLC407,479$20.49M0.4%+41.5%0.168%
1/31/2025Davidson Trust Co.14,174$713K0.4%+20.0%0.006%
1/30/2025Valeo Financial Advisors LLC31,416$1.58M0.0%+2.0%0.013%
1/29/2025Leavell Investment Management Inc.21,017$1.06M0.1%-22.0%0.009%
1/29/2025 Quent Capital LLC1,926$97K0.0%+571.1%0.001%
1/24/2025Richardson Financial Services Inc.1,778$90K0.1%+29.0%0.001%
1/24/2025 Independence Bank of Kentucky2,427$122K0.0%+223.2%0.001%
1/23/2025Fifth Third Securities Inc.32,763$1.65M0.1%+144.8%0.014%
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1/23/2025Manning & Napier Advisors LLC425,412$21.39M0.2%-12.0%0.176%
1/17/2025Janney Montgomery Scott LLC47,107$2.37M0.0%-1.8%0.019%
1/17/2025Bartlett & CO. Wealth Management LLC221,230$11.12M0.2%+9.8%0.091%
1/15/2025Arkadios Wealth Advisors15,280$768K0.0%+34.9%0.006%
1/15/2025Trivant 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%
10/29/2024Janney Montgomery Scott LLC47,983$2.52M0.0%-9.4%0.020%
10/29/2024 Farther Finance Advisors LLC6,806$358K0.0%+83.2%0.003%
10/24/2024Arkadios 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%
10/18/2024Bartlett & 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%
10/5/2024Trivant 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%
7/29/2024Arkadios Wealth Advisors10,806$543K0.0%+42.6%0.005%
7/26/2024Bank of New York Mellon Corp1,889,184$94.86M0.0%-8.8%0.835%
7/25/2024 Independence Bank of Kentucky682$34K0.0%N/A0.000%
7/17/2024Trivant 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%
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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%
5/1/2024Janney Montgomery Scott LLC52,732$2.68M0.0%-88.9%0.025%
4/30/2024Arkadios Wealth Advisors7,576$385K0.0%+23.0%0.004%
(Data available from 1/1/2016 forward)

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USIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USIG shares?

During the previous two years, 90 institutional investors and hedge funds held shares of iShares Broad USD Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($523.49M), TIAA Trust National Association ($281.72M), Assetmark Inc. ($219.94M), Bank of New York Mellon Corp ($77.20M), JPMorgan Chase & Co. ($63.42M), Manning & Napier Group LLC ($22.91M), and Manning & Napier Advisors LLC ($21.39M).Learn more on USIG's institutional investors.

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

Of the 79 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 ($5.27M), Assetmark Inc. ($1.07M), Ameriprise Financial Inc. ($782.11K), Manning & Napier Advisors LLC ($479.35K), Bank of New York Mellon Corp ($343.94K), Crestwood Advisors Group LLC ($337.44K), and JPMorgan Chase & Co. ($309.15K).

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

Institutional investors have bought a total of 10,624,041 shares in the last 24 months. This purchase volume represents approximately $602.02M in transactions.

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

Of the 37 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: One Capital Management LLC ($494.90K), Bank of New York Mellon Corp ($450.10K), Janney Montgomery Scott LLC ($436.65K), Arden Trust Co ($263.31K), BNP Paribas Financial Markets ($204.90K), Fisher Asset Management LLC ($89.69K), and Clearbridge Investments LLC ($84.90K).

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

Institutional investors have sold a total of 2,409,640 shares in the last 24 months. This volume of shares sold represents approximately $129.35M in transactions.


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This page (NASDAQ:USIG) was last updated on 4/15/2025 by MarketBeat.com Staff
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