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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$50.32 +0.18 (+0.36%)
(As of 12/20/2024 05:31 PM ET)
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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)
42
Total
Institutional Inflows
(last 12 months)
$202.82M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$69.66M
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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
11/18/2024 Virtue Capital Management LLC62,309$3.28M0.7%-2.3%0.026%
11/18/2024 Sunbelt Securities Inc.1,288$68K0.0%+179.4%0.001%
11/18/2024 Financial Avengers Inc.19,716$1.04M0.5%+17.5%0.008%
11/15/2024 Continuum Advisory LLC508$26K0.0%-31.7%0.000%
11/14/2024 Captrust Financial Advisors4,243$223K0.0%+5.9%0.002%
11/14/2024 Kingfisher Capital LLC18,484$972K0.2%-6.9%0.008%
11/13/2024 BNP Paribas Financial Markets314,312$16.53M0.0%+168.0%0.131%
11/13/2024 Capital Square LLC18,555$976K0.6%N/A0.008%
11/13/2024 Private Trust Co. NA9,894$520K0.1%+392.0%0.004%
11/13/2024Fisher Asset Management LLC20,889$1.10M0.0%-59.6%0.009%
11/12/2024 Cahill Financial Advisors Inc.3,916$206K0.0%-74.5%0.002%
11/8/2024 EverSource Wealth Advisors LLC39,620$2.08M0.1%+19.2%0.017%
11/5/2024 Compass Financial Group Inc.44,117$2.32M1.1%+4.2%0.018%
11/1/2024 Leavell Investment Management Inc.26,955$1.42M0.1%N/A0.011%
11/1/2024 Sonata Capital Group Inc.4,725$248K0.1%N/A0.002%
10/30/2024 Crestwood Advisors Group LLC287,881$15.14M0.3%+41.6%0.120%
10/30/2024 United Advisor Group LLC17,370$913K0.2%N/A0.007%
10/29/2024 Janney Montgomery Scott LLC47,983$2.52M0.0%-9.4%0.020%
10/29/2024 Farther Finance Advisors LLC6,806$358K0.0%+83.2%0.003%
10/24/2024 Arkadios Wealth Advisors11,331$596K0.0%+4.9%0.005%
10/18/2024ST 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%
10/10/2024 Valeo 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%
8/27/2024 Clearbridge Investments LLC10,231$514K0.0%-2.3%0.005%
8/15/2024 Kingfisher Capital LLC19,855$997K0.2%+2.4%0.009%
8/14/2024 EverSource Wealth Advisors LLC33,228$1.70M0.1%+14.9%0.015%
8/12/2024 Waterloo Capital L.P.190,167$9.55M1.1%+11.1%0.084%
8/9/2024 One Capital Management LLC219,531$11.02M0.4%-30.5%0.097%
8/1/2024 TIAA Trust National Association4,727,212$237.35M0.7%+50.3%2.086%
8/1/2024 Crestwood Advisors Group LLC203,320$10.21M0.2%+17.3%0.090%
8/1/2024 Summit Financial LLC31,885$1.60M0.1%+351.6%0.014%
7/29/2024 Arkadios Wealth Advisors10,806$543K0.0%+42.6%0.005%
7/26/2024 Bank 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%
7/17/2024 Trivant Custom Portfolio Group LLC82,777$4.16M2.6%+9.7%0.037%
7/17/2024 Montecito Bank & Trust15,067$757K0.2%+15.0%0.007%
7/16/2024 Edmonds Duncan Registered Investment Advisors LLC4,535$228K0.1%N/A0.002%
7/15/2024 Fifth 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%
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7/10/2024 Valeo Financial Advisors LLC30,027$1.51M0.0%-5.7%0.013%
7/9/2024Arden Trust Co25,039$1.26M0.2%+2.5%0.011%
7/9/2024 Lynx Investment Advisory2,779$140K0.1%N/A0.001%
7/8/2024ST Germain D J Co. Inc.206,329$10.36M0.5%+29.7%0.092%
6/11/2024 EverSource Wealth Advisors LLC28,910$1.43M0.1%+12.2%0.013%
5/17/2024 Comerica Bank128,720$6.54M0.0%+8.8%0.060%
5/14/2024 Wellington Wealth Strategies LLC.5,675$288K0.1%N/A0.003%
5/13/2024 Penobscot Investment Management Company Inc.26,850$1.36M0.1%+17.5%0.012%
5/10/2024 TIAA 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%
4/25/2024 Valeo Financial Advisors LLC31,856$1.57M0.0%+6.0%0.015%
4/25/2024 Summit Financial LLC7,061$358K0.0%-19.7%0.003%
4/25/2024 Cambridge 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%
4/9/2024 Montecito 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%
4/2/2024ST 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%
3/4/2024 Richardson Financial Services Inc.1,308$67K0.1%N/A0.001%
2/14/2024 Kingfisher Capital LLC20,822$1.07M0.3%+6.0%0.010%
2/14/2024 Waterloo Capital L.P.114,759$5.88M1.0%+85.6%0.056%
2/14/2024 Azimuth Capital Investment Management LLC4,865$249K0.0%+10.9%0.002%
2/9/2024 Cambridge Investment Research Advisors Inc.79,887$4.10M0.0%-34.3%0.039%
2/9/2024 EverSource Wealth Advisors LLC25,763$1.32M0.1%+36.8%0.012%
2/9/2024 Clearbridge Investments LLC10,389$533K0.0%+3.7%0.005%
2/7/2024 One Capital Management LLC277,380$14.22M0.6%-54.0%0.134%
2/7/2024 Cary 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%
2/5/2024 Penobscot Investment Management Company Inc.22,850$1.17M0.1%+34.8%0.011%
2/2/2024 Lyell Wealth Management LP9,815$503K0.1%-3.0%0.005%
2/2/2024 Compass Financial Group Inc.42,073$2.16M1.2%N/A0.020%
1/31/2024 Greenleaf Trust5,514$283K0.0%-45.2%0.003%
1/29/2024 Crestwood Advisors Group LLC103,351$5.30M0.1%N/A0.050%
1/29/2024 Valeo 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%
1/23/2024 TIAA Trust National Association2,694,172$138.24M0.5%+18.5%1.329%
1/19/2024 Quent 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%
1/18/2024 Meadow 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%
1/10/2024 Creative Financial Designs Inc. ADV1,375$70K0.0%+30.5%0.001%
1/5/2024 Montecito Bank & Trust11,815$606K0.1%-28.1%0.006%
1/4/2024Arden Trust Co232,559$11.92M1.7%+4.8%0.118%
12/11/2023 Headinvest LLC925$44K0.0%N/A0.000%
11/15/2023 Baker Avenue Asset Management LP43,426$2.09M0.1%-57.4%0.023%
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11/15/2023 Kingfisher Capital LLC19,639$944K0.2%-2.5%0.010%
11/15/2023 Ameriprise Financial Inc.2,407,596$115.77M0.0%+7.5%1.276%
11/13/2023 Cary Street Partners Investment Advisory LLC7,370$354K0.0%+58.6%0.004%
11/13/2023 Clearbridge Investments LLC10,017$482K0.0%-23.2%0.005%
11/13/2023 Azimuth Capital Investment Management LLC4,385$211K0.0%-25.2%0.002%
11/9/2023 One Capital Management LLC602,925$28.98M1.3%+13.5%0.320%
11/9/2023 Greenleaf Trust10,070$484K0.0%-28.9%0.005%
11/8/2023 Janney Montgomery Scott LLC476,938$22.93M0.1%+2.0%0.253%
11/8/2023 Penobscot Investment Management Company Inc.16,950$815K0.1%N/A0.009%
11/7/2023 Sonata Capital Group Inc.4,725$227K0.1%-24.1%0.003%
(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, 83 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), Manning & Napier Advisors LLC ($24.07M), Manning & Napier Group LLC ($22.91M), and BNP Paribas Financial Markets ($16.53M).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), Crestwood Advisors Group LLC ($217.84K), and Arden Trust Co ($202.23K).

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

Institutional investors have bought a total of 8,995,922 shares in the last 24 months. This purchase volume represents approximately $532.53M 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 ($461.15K), One Capital Management LLC ($421.78K), Arden Trust Co ($268.11K), 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 2,053,648 shares in the last 24 months. This volume of shares sold represents approximately $123.36M in transactions.


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This page (NASDAQ:USIG) was last updated on 12/22/2024 by MarketBeat.com Staff
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