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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$51.00 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Broad USD Investment Grade Corporate Bond ETF (NASDAQ:USIG)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$43.94M
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USIG Institutional Buying and Selling by Quarter

iShares Broad USD Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Financial Avengers Inc.101,248$5.19M2.4%+12.5%0.031%
5/19/2026 Strategic Investment Advisors MI426,907$21.86M1.5%+82.5%0.129%
5/19/2026 Arkadios Wealth Advisors23,750$1.22M0.0%+16.9%0.007%
5/18/2026 EverSource Wealth Advisors LLC46,046$2.36M0.1%+1.8%0.014%
5/7/2026 Parallel Advisors LLC1,367$70K0.0%-28.5%0.000%
5/7/2026 Koss Olinger Consulting LLC11,042$566K0.0%N/A0.003%
5/6/2026 Bartlett & CO. Wealth Management LLC111,343$5.70M0.1%-19.3%0.034%
5/6/2026 Bessemer Group Inc.28,127$1.44M0.0%+1.1%0.009%
5/5/2026 Bank of New York Mellon Corp1,583,035$81.10M0.0%+0.9%0.479%
5/1/2026 Manning & Napier Advisors LLC9,125$467K0.0%-97.3%0.003%
4/28/2026 Ascentis Independent Advisors20,653$1.06M0.1%+41.6%0.006%
4/28/2026 Nixon Peabody Trust Co.5,046$259K0.0%N/A0.002%
4/24/2026 Root Financial Partners LLC5,512$282K0.0%+18.7%0.002%
4/24/2026 Harbor Investment Advisory LLC682$35K0.0%+3,147.6%0.000%
4/22/2026 Janney Montgomery Scott LLC73,297$3.76M0.0%+10.7%0.022%
4/22/2026 Fort Washington Investment Advisors Inc. OH35,310$1.81M0.0%-3.7%0.011%
4/22/2026 Creative Capital Management Investments LLC666$34K0.0%N/A0.000%
4/21/2026 Davidson Trust Co.11,349$581K0.3%-8.5%0.003%
4/17/2026 Essex Bank3,993$205K0.0%N/A0.001%
3/4/2026 Financial Avengers Inc.90,019$4.66M1.9%+23.6%0.028%
2/18/2026 Strive Financial Group LLC996$52K0.0%N/A0.000%
2/18/2026 Virtue Capital Management LLC65,790$3.41M0.1%N/A0.021%
2/18/2026 Garton & Associates Financial Advisors LLC510$26K0.0%N/A0.000%
2/18/2026 Cahill Financial Advisors Inc.9,914$513K0.0%-4.4%0.003%
2/18/2026 Centennial Bank AR 1,271$66K0.0%N/A0.000%
2/17/2026 Captrust Financial Advisors580,139$30.03M0.1%+2.1%0.181%
2/16/2026 10Elms LLP37,329$1.93M1.8%-1.0%0.012%
2/12/2026 Virtue Capital Management LLC65,790$3.41M0.1%N/A0.021%
2/12/2026 Azimuth Capital Investment Management LLC5,158$267K0.0%+4.0%0.002%
2/11/2026 Janney Montgomery Scott LLC66,241$3.43M0.0%+7.8%0.021%
2/11/2026 TIAA Trust National Association25,593,092$1.33B3.2%+4.1%7.992%
2/11/2026 JPMorgan Chase & Co.1,449,857$75.06M0.0%+1.9%0.453%
2/11/2026 Landing Point Financial Group LLC73,230$3.79M1.9%+8.7%0.023%
2/11/2026 Parallel Advisors LLC1,911$99K0.0%-44.6%0.001%
2/10/2026 Bank of New York Mellon Corp1,568,962$81.23M0.0%+7.9%0.490%
2/10/2026 One Capital Management LLC42,287$2.19M0.1%+541.7%0.013%
2/9/2026 Fisher Asset Management LLC16,075$832K0.0%+15.4%0.005%
2/6/2026 EverSource Wealth Advisors LLC45,222$2.34M0.1%+3.3%0.014%
2/5/2026 Compass Financial Group Inc.44,982$2.33M1.0%+1.1%0.014%
2/4/2026 Valeo Financial Advisors LLC10,130$524K0.0%-71.2%0.003%
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2/3/2026 Manning & Napier Advisors LLC338,490$17.52M0.2%-14.7%0.106%
2/3/2026 Crestwood Advisors Group LLC650,115$33.66M0.6%+21.0%0.203%
2/3/2026 SBI Securities Co. Ltd.8,704$451K0.0%-11.8%0.003%
1/29/2026 ST Germain D J Co. Inc.409,399$21.20M0.8%+2.7%0.128%
1/28/2026 Meadow Creek Wealth Advisors LLC6,481$336K0.2%-9.5%0.002%
1/27/2026 Davidson Trust Co.12,398$642K0.3%-8.0%0.004%
1/23/2026 Farther Finance Advisors LLC66,482$3.44M0.0%+1,582.7%0.021%
1/23/2026 Fifth Third Securities Inc.17,568$909K0.1%-54.7%0.006%
1/22/2026 Bartlett & CO. Wealth Management LLC137,908$7.14M0.1%-12.3%0.044%
1/21/2026 Ledyard National Bank5,022$260K0.0%N/A0.002%
1/21/2026 Sound Income Strategies LLC3,629$188K0.0%+198.7%0.001%
1/21/2026 Runnymede Capital Advisors Inc.175,018$9.06M5.2%N/A0.056%
1/20/2026 Independence Bank of Kentucky1,622$84K0.0%-26.0%0.001%
1/20/2026 American National Bank & Trust1,300$68K0.0%N/A0.000%
1/20/2026 YANKCOM Partnership622$32K0.0%N/A0.000%
1/20/2026 Harbor Capital Advisors Inc.6,510$337K0.0%+80.5%0.002%
1/13/2026 CoreCap Advisors LLC1,958$101K0.0%+164.2%0.001%
1/13/2026 Fort Washington Investment Advisors Inc. OH36,654$1.90M0.0%-5.0%0.012%
11/26/2025 JPMorgan Chase & Co.1,422,206$74.27M0.0%+3.3%0.489%
11/21/2025 Capital Square LLC14,399$752K0.4%-35.9%0.005%
11/19/2025 Captrust Financial Advisors567,956$29.66M0.1%+5.4%0.195%
11/17/2025 Financial Avengers Inc.72,825$3.80M1.6%+13.3%0.025%
11/17/2025 Triumph Capital Management18,750$979K0.2%+2.0%0.006%
11/17/2025 United Capital Financial Advisors LLC22,657$1.18M0.0%-3.6%0.008%
11/17/2025 Ameriprise Financial Inc.11,508,464$579.81M0.1%+15.3%3.958%
11/14/2025 One Capital Management LLC6,590$344K0.0%N/A0.002%
11/13/2025 BNP Paribas Financial Markets58,030$3.03M0.0%-27.6%0.020%
11/13/2025 Parallel Advisors LLC3,450$180K0.0%+64.5%0.001%
11/12/2025Blue Edge Capital LLC379,911$19.84M2.8%+7.3%0.131%
11/12/2025 10Elms LLP37,708$1.97M1.8%-1.1%0.013%
11/12/2025 Fisher Asset Management LLC13,933$728K0.0%-60.0%0.005%
11/12/2025 Landing Point Financial Group LLC67,381$3.52M1.8%-9.3%0.023%
11/12/2025 Creative Financial Designs Inc. ADV2,253$118K0.0%+21.9%0.001%
11/12/2025 TIAA Trust National Association24,591,007$1.28B3.1%+6.1%8.458%
11/10/2025 EverSource Wealth Advisors LLC43,773$2.29M0.1%+6.3%0.015%
11/7/2025 Crestwood Advisors Group LLC537,199$28.05M0.5%+18.0%0.185%
11/7/2025 JPMorgan Chase & Co.1,422,206$74.27M0.0%+3.3%0.489%
11/6/2025 Lyell Wealth Management LP6,710$350K0.0%-17.7%0.002%
11/5/2025 Trivant Custom Portfolio Group LLC177,307$9.26M4.8%+2.1%0.061%
11/5/2025 Compass Financial Group Inc.44,514$2.33M1.0%+2.5%0.015%
11/5/2025 Bessemer Group Inc.14,813$774K0.0%N/A0.005%
11/5/2025 SBI Securities Co. Ltd.9,864$515K0.0%-9.2%0.003%
11/4/2025 Jones Financial Companies Lllp18,904$985K0.0%+48.4%0.007%
11/3/2025 Valeo Financial Advisors LLC35,154$1.84M0.0%+1.3%0.012%
10/31/2025 Cullen Frost Bankers Inc.1,776$93K0.0%N/A0.001%
10/29/2025 Root Financial Partners LLC4,832$252K0.0%N/A0.002%
10/29/2025 Arkadios Wealth Advisors20,354$1.06M0.0%+25.9%0.007%
10/28/2025 Richardson Financial Services Inc.3,226$168K0.1%+42.6%0.001%
10/27/2025 Manning & Napier Advisors LLC396,799$20.72M0.3%-7.4%0.137%
10/24/2025 Pinnacle Bancorp Inc.1,259$66K0.0%N/A0.000%
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10/22/2025 CoreCap Advisors LLC741$39K0.0%+206.2%0.000%
10/20/2025 Davidson Trust Co.13,475$704K0.3%-6.5%0.005%
10/17/2025 Thompson Investment Management Inc.719$38K0.0%N/A0.000%
10/15/2025 Harbor Capital Advisors Inc.3,607$188K0.0%+33.2%0.001%
10/15/2025 Private Trust Co. NA7,064$369K0.0%+46.5%0.002%
10/14/2025Trust Co. of Vermont874$46K0.0%+184.7%0.000%
10/14/2025 Farther Finance Advisors LLC3,951$206K0.0%+47.9%0.001%
10/10/2025 Fifth Third Securities Inc.38,805$2.03M0.1%-12.7%0.013%
10/10/2025 Sound Income Strategies LLC1,215$63K0.0%-18.3%0.000%
10/9/2025 Bartlett & CO. Wealth Management LLC157,250$8.21M0.1%-43.1%0.055%


USIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 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 ($1.33B), Ameriprise Financial Inc. ($579.81M), Bank of New York Mellon Corp ($81.10M), JPMorgan Chase & Co. ($75.06M), Crestwood Advisors Group LLC ($33.66M), Captrust Financial Advisors ($30.03M), and Strategic Investment Advisors MI ($21.86M).Learn more on iShares Broad USD Investment Grade Corporate Bond ETF's institutional investors.

Of the 88 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 ($22.16M), Ameriprise Financial Inc. ($3.88M), Manning & Napier Advisors LLC ($483.06K), Crestwood Advisors Group LLC ($476.72K), JPMorgan Chase & Co. ($462.21K), Jones Financial Companies Lllp ($323.32K), and ST Germain D J Co. Inc. ($250.26K).

Institutional investors have bought a total of 24,866,560 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Of the 24 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: Manning & Napier Advisors LLC ($419.29K), Bartlett & CO. Wealth Management LLC ($165.01K), Flow Traders U.S. LLC ($67.08K), Waterloo Capital L.P. ($59.80K), Fifth Third Securities Inc. ($26.88K), Valeo Financial Advisors LLC ($25.02K), and BNP Paribas Financial Markets ($22.07K).

Institutional investors have sold a total of 851,405 shares in the last 24 months. This volume of shares sold represents approximately $43.94M in transactions.



This page (NASDAQ:USIG) was last updated on 5/25/2026 by MarketBeat.com Staff.
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