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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$50.14 +0.17 (+0.34%)
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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)
54
Total
Institutional Inflows
(last 12 months)
$259.62M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$159.22M
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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
5/16/2025 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%
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%
4/30/2025 Financial 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%
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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%
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%
1/15/2025 Arkadios Wealth Advisors15,280$768K0.0%+34.9%0.006%
1/15/2025 Trivant 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%
12/26/2024 JPMorgan Chase & Co.1,172,235$61.64M0.0%+23.1%0.489%
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%
11/14/2024Kingfisher 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%
11/13/2024 Fisher 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%
10/18/2024 ST Germain D J Co. Inc.232,035$12.20M0.6%+12.5%0.098%
10/18/2024 Bartlett & CO. Wealth Management LLC201,453$10.59M0.2%+22.4%0.085%
The Prophet's Newest Prediction (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
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%
8/15/2024Kingfisher 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%
(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, 81 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 USIG's institutional investors.

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

Of the 73 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), 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 9,713,316 shares in the last 24 months. This purchase volume represents approximately $484.61M in transactions.

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

Of the 35 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: Ameriprise Financial Inc. ($2.08M), One Capital Management LLC ($494.90K), Bank of New York Mellon Corp ($468.98K), Janney Montgomery Scott LLC ($436.65K), Arden Trust Co ($263.31K), BNP Paribas Financial Markets ($204.90K), and Clearbridge Investments LLC ($62.06K).

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

Institutional investors have sold a total of 4,457,734 shares in the last 24 months. This volume of shares sold represents approximately $226.45M in transactions.


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This page (NASDAQ:USIG) was last updated on 5/22/2025 by MarketBeat.com Staff
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