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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$50.90 +0.09 (+0.18%)
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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)
$235.84M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$159.14M
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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
7/17/2025Janney Montgomery Scott LLC60,295$3.10M0.0%+0.7%0.022%
7/17/2025Fifth Third Securities Inc.44,446$2.29M0.2%+42.4%0.016%
7/17/2025Fort 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%
5/16/2025Jones Financial Companies Lllp321,791$16.44M0.0%+5,876.8%0.128%
5/15/2025Baird Financial Group Inc.107,207$5.48M0.0%+1.4%0.043%
5/15/2025OLD Mission Capital LLC13,430$686K0.0%N/A0.005%
5/14/2025Ameriprise Financial Inc.8,243,133$410.09M0.1%-20.2%3.268%
5/14/2025Summit Financial LLC12,744$651K0.0%-31.9%0.005%
5/14/2025Flow Traders U.S. LLC82,539$4.22M0.2%N/A0.033%
5/13/2025EverSource Wealth Advisors LLC37,076$1.89M0.1%-1.5%0.015%
5/13/2025Azimuth Capital Investment Management LLC4,508$230K0.0%+6.3%0.002%
5/8/2025TIAA Trust National Association5,556,526$283.83M0.9%-0.8%2.203%
5/8/2025Arkadios Wealth Advisors15,771$806K0.0%+3.2%0.006%
5/5/2025Crestwood Advisors Group LLC436,676$22.31M0.4%+7.2%0.173%
5/1/2025Fifth 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%
4/30/2025Leavell Investment Management Inc.20,717$1.06M0.1%-1.4%0.008%
4/29/2025Bank of New York Mellon Corp1,476,104$75.40M0.0%-3.9%0.585%
4/28/2025Private Trust Co. NA2,131$109K0.0%-53.9%0.001%
4/24/2025Bartlett & CO. Wealth Management LLC247,960$12.67M0.2%+12.1%0.099%
4/22/2025Manning & Napier Advisors LLC429,123$21.92M0.3%+0.9%0.171%
4/21/2025Trivant Custom Portfolio Group LLC175,203$8.95M5.1%+7.7%0.070%
4/17/2025Janney 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%
2/26/2025Virtue 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%
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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%
1/29/2025Quent Capital LLC1,926$97K0.0%+571.1%0.001%
1/24/2025Richardson Financial Services Inc.1,778$90K0.1%+29.0%0.001%
1/24/2025Independence 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%
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%
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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%
(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 Ameriprise Financial Inc. ($410.09M), TIAA Trust National Association ($283.83M), Bank of New York Mellon Corp ($75.40M), JPMorgan Chase & Co. ($63.42M), Manning & Napier Group LLC ($22.91M), Crestwood Advisors Group LLC ($22.31M), and Manning & Napier Advisors LLC ($21.92M).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 75 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 ($5.27M), Ameriprise Financial Inc. ($782.11K), Manning & Napier Advisors LLC ($483.06K), Crestwood Advisors Group LLC ($366.64K), Bank of New York Mellon Corp ($343.94K), Jones Financial Companies Lllp ($317.15K), 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 4,648,555 shares in the last 24 months. This purchase volume represents approximately $235.84M in transactions.

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

Of the 21 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 ($468.98K), BNP Paribas Financial Markets ($204.90K), One Capital Management LLC ($169.36K), Manning & Napier Advisors LLC ($58.15K), TIAA Trust National Association ($46.56K), and Fisher Asset Management LLC ($30.85K).

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

Institutional investors have sold a total of 3,128,096 shares in the last 24 months. This volume of shares sold represents approximately $159.14M in transactions.


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This page (NASDAQ:USIG) was last updated on 7/17/2025 by MarketBeat.com Staff
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