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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$51.70 +0.03 (+0.06%)
Closing price 04:00 PM Eastern
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$51.69 -0.01 (-0.02%)
As of 04:17 PM Eastern
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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)
57
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$152.25M
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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
8/15/2025 Blue Edge Capital LLC354,006$18.21M2.7%-2.4%0.126%
8/15/2025 Captrust Financial Advisors539,087$27.73M0.1%+2.6%0.192%
8/15/2025 Tolleson Wealth Management Inc.33,073$1.70M0.3%+18.5%0.012%
8/15/2025 BNP Paribas Financial Markets80,100$4.12M0.0%+22.7%0.029%
8/15/2025 Ameriprise Financial Inc.9,978,176$509.87M0.1%+21.0%3.558%
8/13/2025 Flow Traders U.S. LLC15,458$795K0.0%-81.3%0.006%
8/13/2025 Baird Financial Group Inc.111,805$5.75M0.0%+4.3%0.040%
8/13/2025 EverSource Wealth Advisors LLC41,167$2.12M0.1%+11.0%0.015%
8/13/2025 Fisher Asset Management LLC34,845$1.79M0.0%+57.9%0.012%
8/13/2025 Financial Avengers Inc.64,262$3.31M1.5%+17.7%0.023%
8/12/2025 Waterloo Capital L.P.6,032$310K0.0%-90.8%0.002%
8/12/2025 JPMorgan Chase & Co.1,376,544$70.81M0.0%+2.5%0.491%
8/11/2025 Capital Square LLC22,466$1.14M0.6%+7.7%0.008%
8/8/2025 SBI Securities Co. Ltd.10,862$559K0.0%+86.9%0.004%
8/7/2025 Cahill Financial Advisors Inc.10,419$536K0.1%N/A0.004%
8/7/2025 FDx Advisors Inc.4,764$245K0.1%N/A0.002%
8/6/2025 First Horizon Advisors Inc.1,392$72K0.0%+149.5%0.000%
8/5/2025 Crestwood Advisors Group LLC455,275$23.42M0.4%+4.3%0.162%
8/5/2025 Bank of New York Mellon Corp1,478,790$76.07M0.0%+0.2%0.527%
8/5/2025 TIAA Trust National Association23,177,950$1.19B3.1%+317.1%8.265%
8/4/2025 Arkadios Wealth Advisors16,161$831K0.0%+2.5%0.006%
7/31/2025 Leavell Investment Management Inc.20,067$1.03M0.0%-3.1%0.007%
7/29/2025 Lyell Wealth Management LP8,150$419K0.0%-17.0%0.003%
7/29/2025 Private Trust Co. NA4,821$248K0.0%+126.2%0.002%
7/25/2025 Richardson Financial Services Inc.2,262$116K0.1%+16.9%0.001%
7/22/2025 Valeo Financial Advisors LLC34,686$1.78M0.0%+9.9%0.012%
7/18/2025 SOA Wealth Advisors LLC.999$51K0.0%N/A0.000%
7/18/2025 Bartlett & CO. Wealth Management LLC276,349$14.22M0.2%+11.4%0.100%
7/17/2025 Janney Montgomery Scott LLC60,295$3.10M0.0%+0.7%0.022%
7/17/2025 Fifth Third Securities Inc.44,446$2.29M0.2%+42.4%0.016%
7/17/2025 Fort Washington Investment Advisors Inc. OH38,584$1.99M0.0%+13.3%0.014%
7/16/2025 ORG Partners LLC3,827$197K0.0%N/A0.001%
7/16/2025 ST Germain D J Co. Inc.385,500$19.83M0.9%+13.6%0.139%
7/14/2025 AdvisorNet Financial Inc1,173$60K0.0%+30.6%0.000%
7/14/2025 Farmers & Merchants Investments Inc.596$31K0.0%N/A0.000%
7/11/2025 Farther Finance Advisors LLC2,671$137K0.0%-57.2%0.001%
7/9/2025 Harbor Capital Advisors Inc.2,707$139K0.0%+1,153.2%0.001%
5/16/2025 Jones Financial Companies Lllp321,791$16.44M0.0%+5,876.8%0.128%
5/15/2025 Baird Financial Group Inc.107,207$5.48M0.0%+1.4%0.043%
5/15/2025 OLD Mission Capital LLC13,430$686K0.0%N/A0.005%
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5/14/2025 Ameriprise Financial Inc.8,243,133$410.09M0.1%-20.2%3.268%
5/14/2025 Summit Financial LLC12,744$651K0.0%-31.9%0.005%
5/14/2025 Flow Traders U.S. LLC82,539$4.22M0.2%N/A0.033%
5/13/2025 EverSource Wealth Advisors LLC37,076$1.89M0.1%-1.5%0.015%
5/13/2025 Azimuth Capital Investment Management LLC4,508$230K0.0%+6.3%0.002%
5/8/2025 TIAA Trust National Association5,556,526$283.83M0.9%-0.8%2.203%
5/8/2025 Arkadios Wealth Advisors15,771$806K0.0%+3.2%0.006%
5/5/2025 Crestwood Advisors Group LLC436,676$22.31M0.4%+7.2%0.173%
5/1/2025 Fifth Third Securities Inc.31,208$1.59M0.1%-4.7%0.012%
4/30/2025Financial Gravity Asset Management Inc.757$39K0.0%N/A0.000%
4/30/2025 Leavell Investment Management Inc.20,717$1.06M0.1%-1.4%0.008%
4/29/2025 Bank of New York Mellon Corp1,476,104$75.40M0.0%-3.9%0.585%
4/28/2025 Private Trust Co. NA2,131$109K0.0%-53.9%0.001%
4/24/2025 Bartlett & CO. Wealth Management LLC247,960$12.67M0.2%+12.1%0.099%
4/22/2025 Manning & Napier Advisors LLC429,123$21.92M0.3%+0.9%0.171%
4/21/2025 Trivant Custom Portfolio Group LLC175,203$8.95M5.1%+7.7%0.070%
4/17/2025 Janney Montgomery Scott LLC59,899$3.06M0.0%+27.2%0.024%
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%
2/26/2025 Virtue Capital Management LLC66,425$3.34M0.7%+6.6%0.027%
2/24/2025 Ameriflex Group Inc.761$38K0.0%N/A0.000%
2/18/2025 10Elms LLP35,035$1.76M1.8%N/A0.014%
2/18/2025 Financial Avengers Inc.39,424$1.98M0.9%+100.0%0.016%
2/17/2025 Tolleson Wealth Management Inc.27,898$1.40M0.3%+3.7%0.012%
2/17/2025 Captrust Financial Advisors6,548$329K0.0%+54.3%0.003%
2/17/2025 Baird Financial Group Inc.105,729$5.32M0.0%+0.5%0.044%
2/17/2025 BNP Paribas Financial Markets109,409$5.50M0.0%-65.2%0.045%
2/17/2025 Ameriprise Financial Inc.10,324,245$523.49M0.1%+6.3%4.264%
2/14/2025 Landing Point Financial Group LLC57,682$2.90M2.2%N/A0.024%
2/13/2025 Foster Dykema Cabot & Partners LLC530$27K0.0%-69.4%0.000%
2/13/2025 Blue Edge Capital LLC362,808$18.24M2.9%-1.9%0.150%
2/13/2025 Waterloo Capital L.P.149,980$7.54M0.8%+4.6%0.062%
2/12/2025 Summit Financial LLC18,717$941K0.0%-33.3%0.008%
2/12/2025 JPMorgan Chase & Co.1,261,410$63.42M0.0%+7.6%0.521%
2/12/2025 Murphy & Mullick Capital Management Corp975$49K0.0%N/A0.000%
2/11/2025 TIAA Trust National Association5,603,082$281.72M0.9%+10.8%2.314%
2/10/2025 Creative 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%
2/10/2025 EverSource Wealth Advisors LLC37,623$1.89M0.1%-5.0%0.016%
2/6/2025 One Capital Management LLC257,642$12.95M0.4%-22.1%0.106%
2/6/2025 SBI Securities Co. Ltd.5,693$286K0.0%N/A0.002%
2/6/2025 Jones Financial Companies Lllp5,384$271K0.0%+16.0%0.002%
2/5/2025 Fisher Asset Management LLC28,954$1.46M0.0%+38.6%0.012%
2/5/2025 Maripau Wealth Management LLC4,293$216K0.1%N/A0.002%
2/5/2025 Private Trust Co. NA4,620$232K0.0%-53.3%0.002%
2/4/2025 Bank of New York Mellon Corp1,535,450$77.20M0.0%-12.9%0.634%
2/4/2025 Crestwood Advisors Group LLC407,479$20.49M0.4%+41.5%0.168%
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1/31/2025 Davidson Trust Co.14,174$713K0.4%+20.0%0.006%
1/30/2025 Valeo Financial Advisors LLC31,416$1.58M0.0%+2.0%0.013%
1/29/2025 Leavell 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%
1/24/2025 Richardson 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%
1/23/2025 Fifth Third Securities Inc.32,763$1.65M0.1%+144.8%0.014%
1/23/2025 Manning & Napier Advisors LLC425,412$21.39M0.2%-12.0%0.176%
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%
(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 TIAA Trust National Association ($1.19B), Ameriprise Financial Inc. ($509.87M), Bank of New York Mellon Corp ($76.07M), JPMorgan Chase & Co. ($70.81M), Captrust Financial Advisors ($27.73M), Crestwood Advisors Group LLC ($23.42M), and Manning & Napier Group LLC ($22.91M).Learn more on iShares Broad USD Investment Grade Corporate Bond ETF's institutional investors.

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

Of the 76 institutional investors that purchased iShares Broad USD Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($22.89M), Ameriprise Financial Inc. ($2.52M), Manning & Napier Advisors LLC ($483.06K), Crestwood Advisors Group LLC ($385.24K), JPMorgan Chase & Co. ($343.23K), Jones Financial Companies Lllp ($317.15K), and ST Germain D J Co. Inc. ($300.06K).

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

Institutional investors have bought a total of 22,518,203 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

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

Of the 23 institutional investors that sold iShares Broad USD Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($2.08M), Bank of New York Mellon Corp ($286.98K), BNP Paribas Financial Markets ($204.90K), One Capital Management LLC ($73.12K), Flow Traders U.S. LLC ($67.08K), Waterloo Capital L.P. ($59.80K), and Manning & Napier Advisors LLC ($58.15K).

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

Institutional investors have sold a total of 2,987,446 shares in the last 24 months. This volume of shares sold represents approximately $152.25M in transactions.


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This page (NASDAQ:USIG) was last updated on 8/27/2025 by MarketBeat.com Staff
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