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

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$50.01
+0.14 (+0.28%)
(As of 05/14/2024 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)
$231.25M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$67.22M
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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
5/14/2024Wellington 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%
5/4/2024 Coulter & 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%
4/3/2024 Arden 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%
3/5/2024 Fisher 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%
2/14/2024Kingfisher 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%
2/9/2024 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%
2/6/2024 Fisher 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%
1/19/2024 Manning & 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%
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1/5/2024 Montecito Bank & Trust11,815$606K0.1%-28.1%0.006%
1/4/2024 Arden Trust Co232,559$11.92M1.7%+4.8%0.118%
12/11/2023Headinvest LLC925$44K0.0%N/A0.000%
11/15/2023 Baker 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%
11/13/2023 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%
11/13/2023Azimuth 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%
11/7/2023 Fort Washington Investment Advisors Inc. OH19,665$945K0.0%+64.8%0.010%
11/4/2023 NBC Securities Inc.706$33K0.0%N/A0.000%
11/4/2023 EverSource Wealth Advisors LLC18,826$905K0.1%+22.0%0.010%
11/2/2023 Trivant Custom Portfolio Group LLC70,723$3.40M2.5%+5.8%0.038%
10/31/2023 Lyell Wealth Management LP10,120$486K0.1%-38.3%0.005%
10/27/2023 TIAA Trust National Association2,272,876$109.26M0.4%N/A1.171%
10/24/2023 Bank of New York Mellon Corp1,854,767$89.16M0.0%+15.3%0.956%
10/24/2023 Cambridge Investment Research Advisors Inc.121,630$5.85M0.0%+5.7%0.063%
10/20/2023 Harbor Capital Advisors Inc.3,578$172K0.0%N/A0.002%
10/20/2023 Manning & Napier Group LLC454,158$21.83M0.3%+2.4%0.234%
10/20/2023 Valeo Financial Advisors LLC29,014$1.40M0.1%+2.1%0.015%
10/18/2023 Private Trust Co. NA2,713$130K0.0%+19.9%0.001%
10/16/2023 Montecito Bank & Trust16,442$790K0.2%-54.6%0.009%
10/13/2023 Arkadios Wealth Advisors5,776$278K0.0%N/A0.003%
10/10/2023 Arden Trust Co221,818$10.66M1.8%+488.8%0.115%
8/15/2023 Cahill Financial Advisors Inc.14,735$738K0.1%N/A0.008%
8/14/2023Tolleson Wealth Management Inc.44,540$2.23M0.5%-51.4%0.024%
8/14/2023Kingfisher Capital LLC20,136$1.01M0.3%-8.1%0.011%
8/11/2023 Summit Financial LLC8,795$441K0.0%N/A0.005%
8/11/2023 Clearbridge Investments LLC13,038$653K0.0%-81.9%0.007%
8/10/2023 Cary Street Partners Investment Advisory LLC4,647$233K0.0%N/A0.002%
8/8/2023 Fisher Asset Management LLC53,342$2.67M0.0%+4.2%0.028%
8/7/2023 Financial Avengers Inc.4,668$234K0.2%+472.8%0.002%
8/4/2023 Parallel Advisors LLC661$33K0.0%+79.6%0.000%
8/4/2023 Lyell Wealth Management LP16,410$822K0.1%-6.8%0.009%
8/4/2023 EverSource Wealth Advisors LLC15,435$773K0.1%+16.9%0.008%
8/3/2023 First Horizon Advisors Inc.548$27K0.0%-49.1%0.000%
8/3/2023 Bank of New York Mellon Corp1,609,169$80.60M0.0%+6.5%0.856%
7/31/2023TIAA FSB98,515$4.94M0.0%N/A0.052%
7/28/2023 Fort Washington Investment Advisors Inc. OH11,935$598K0.0%N/A0.006%
7/26/2023 Manning & Napier Group LLC443,440$22.21M0.3%-3.1%0.240%
7/26/2023 Janney Montgomery Scott LLC467,453$23.42M0.1%-1.4%0.253%
7/25/2023 Montecito Bank & Trust36,188$1.81M0.4%N/A0.020%
7/18/2023Virtue Capital Management LLC28,949$1.43M0.2%-28.2%0.016%
7/17/2023 FDx Advisors Inc.10,906$546K0.0%+147.1%0.006%
7/14/2023 Arden Trust Co37,675$1.89M0.3%-59.4%0.021%
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7/14/2023 Valeo Financial Advisors LLC28,405$1.42M0.1%+1.0%0.016%
7/13/2023 Cambridge Investment Research Advisors Inc.115,041$5.76M0.0%+5.7%0.063%
7/10/2023 Quent Capital LLC10,391$520K0.1%+3,748.5%0.006%
7/5/2023 Global Wealth Strategies & Associates2,057$103K0.0%-13.7%0.001%
5/19/2023 Trivant Custom Portfolio Group LLC66,979$3.39M2.4%N/A0.039%
5/12/2023 Financial Avengers Inc.815$41K0.0%N/A0.000%
5/12/2023Stonebridge Capital Advisors LLC2,125$108K0.0%+1,474.1%0.001%
5/12/2023 Clearbridge Investments LLC71,836$3.64M0.0%-24.1%0.041%
5/11/2023Colonial Trust Co SC1,857$93K0.0%N/A0.001%
5/11/2023 Cambridge Investment Research Advisors Inc.108,868$5.52M0.0%+5.4%0.063%
(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, 82 institutional investors and hedge funds held shares of iShares Broad USD Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Assetmark Inc. ($219.94M), TIAA Trust National Association ($159.76M), American Family Insurance Mutual Holding Co ($127.43M), Ameriprise Financial Inc. ($115.77M), Bank of New York Mellon Corp ($89.16M), Manning & Napier Group LLC ($22.91M), and One Capital Management LLC ($14.22M).Learn more on USIG's institutional investors.

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

Of the 72 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 ($3.14M), American Family Insurance Mutual Holding Co ($2.50M), Assetmark Inc. ($1.07M), Bank of New York Mellon Corp ($343.94K), One Capital Management LLC ($280.29K), Arden Trust Co ($229.56K), and Ameriprise Financial Inc. ($168.24K).

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

Institutional investors have bought a total of 9,085,356 shares in the last 24 months. This purchase volume represents approximately $681.01M in transactions.

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

Of the 33 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: Assetmark Inc. ($1.37M), Janney Montgomery Scott LLC ($466.10K), One Capital Management LLC ($325.55K), Arden Trust Co ($279.26K), Clearbridge Investments LLC ($105.13K), Global Wealth Strategies & Associates ($101.44K), and Manning & Napier Group LLC ($74.23K).

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

Institutional investors have sold a total of 3,208,085 shares in the last 24 months. This volume of shares sold represents approximately $258.04M in transactions.


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This page (NASDAQ:USIG) was last updated on 5/14/2024 by MarketBeat.com Staff

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