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

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$49.39
-0.16 (-0.32%)
(As of 04/24/2024 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)
48
Total
Institutional Inflows
(last 12 months)
$342.68M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$60.86M
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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
4/25/2024Summit Financial LLC7,061$358K0.0%-19.7%0.003%
4/25/2024Cambridge 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%
3/5/2024Fisher Asset Management LLC47,830$2.45M0.0%-13.0%0.023%
3/4/2024Richardson 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%
2/9/2024Cambridge Investment Research Advisors Inc.79,887$4.10M0.0%-34.3%0.039%
2/9/2024EverSource Wealth Advisors LLC25,763$1.32M0.1%+36.8%0.012%
2/9/2024Clearbridge Investments LLC10,389$533K0.0%+3.7%0.005%
2/7/2024One Capital Management LLC277,380$14.22M0.6%-54.0%0.134%
2/7/2024Cary Street Partners Investment Advisory LLC4,272$219K0.0%-42.0%0.002%
2/6/2024Fisher Asset Management LLC47,917$2.46M0.0%-12.8%0.023%
2/5/2024Penobscot Investment Management Company Inc.22,850$1.17M0.1%+34.8%0.011%
2/2/2024Lyell Wealth Management LP9,815$503K0.1%-3.0%0.005%
2/2/2024Compass Financial Group Inc.42,073$2.16M1.2%N/A0.020%
1/31/2024Greenleaf Trust5,514$283K0.0%-45.2%0.003%
1/29/2024Crestwood 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%
1/24/2024Arkadios Wealth Advisors6,158$316K0.0%+6.6%0.003%
1/23/2024TIAA Trust National Association2,694,172$138.24M0.5%+18.5%1.329%
1/19/2024Quent 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%
1/17/2024Fort Washington Investment Advisors Inc. OH25,690$1.32M0.0%+30.6%0.013%
1/10/2024Creative Financial Designs Inc. ADV1,375$70K0.0%+30.5%0.001%
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%
11/15/2023Baker 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%
11/13/2023Cary Street Partners Investment Advisory LLC7,370$354K0.0%+58.6%0.004%
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11/13/2023Clearbridge Investments LLC10,017$482K0.0%-23.2%0.005%
11/13/2023Azimuth Capital Investment Management LLC4,385$211K0.0%-25.2%0.002%
11/9/2023One Capital Management LLC602,925$28.98M1.3%+13.5%0.320%
11/9/2023Greenleaf Trust10,070$484K0.0%-28.9%0.005%
11/8/2023Janney Montgomery Scott LLC476,938$22.93M0.1%+2.0%0.253%
11/8/2023Penobscot Investment Management Company Inc.16,950$815K0.1%N/A0.009%
11/7/2023Sonata Capital Group Inc.4,725$227K0.1%-24.1%0.003%
11/7/2023Fort Washington Investment Advisors Inc. OH19,665$945K0.0%+64.8%0.010%
11/4/2023 NBC Securities Inc.706$33K0.0%N/A0.000%
11/4/2023EverSource 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%
10/31/2023Lyell Wealth Management LP10,120$486K0.1%-38.3%0.005%
10/27/2023TIAA Trust National Association2,272,876$109.26M0.4%N/A1.171%
10/24/2023Bank of New York Mellon Corp1,854,767$89.16M0.0%+15.3%0.956%
10/24/2023Cambridge Investment Research Advisors Inc.121,630$5.85M0.0%+5.7%0.063%
10/20/2023Harbor 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%
10/18/2023Private Trust Co. NA2,713$130K0.0%+19.9%0.001%
10/16/2023 Montecito Bank & Trust16,442$790K0.2%-54.6%0.009%
10/13/2023Arkadios Wealth Advisors5,776$278K0.0%N/A0.003%
10/10/2023 Arden Trust Co221,818$10.66M1.8%+488.8%0.115%
8/15/2023Cahill 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%
8/11/2023Summit Financial LLC8,795$441K0.0%N/A0.005%
8/11/2023Clearbridge Investments LLC13,038$653K0.0%-81.9%0.007%
8/10/2023Cary Street Partners Investment Advisory LLC4,647$233K0.0%N/A0.002%
8/8/2023Fisher Asset Management LLC53,342$2.67M0.0%+4.2%0.028%
8/7/2023Financial Avengers Inc.4,668$234K0.2%+472.8%0.002%
8/4/2023Parallel Advisors LLC661$33K0.0%+79.6%0.000%
8/4/2023Lyell Wealth Management LP16,410$822K0.1%-6.8%0.009%
8/4/2023EverSource Wealth Advisors LLC15,435$773K0.1%+16.9%0.008%
8/3/2023First Horizon Advisors Inc.548$27K0.0%-49.1%0.000%
8/3/2023Bank 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%
7/28/2023Fort 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%
7/26/2023Janney 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%
7/17/2023FDx Advisors Inc.10,906$546K0.0%+147.1%0.006%
7/14/2023 Arden Trust Co37,675$1.89M0.3%-59.4%0.021%
7/14/2023 Valeo Financial Advisors LLC28,405$1.42M0.1%+1.0%0.016%
7/13/2023Cambridge Investment Research Advisors Inc.115,041$5.76M0.0%+5.7%0.063%
7/10/2023Quent 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%
5/12/2023Financial Avengers Inc.815$41K0.0%N/A0.000%
5/12/2023Stonebridge Capital Advisors LLC2,125$108K0.0%+1,474.1%0.001%
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5/12/2023Clearbridge Investments LLC71,836$3.64M0.0%-24.1%0.041%
5/11/2023Colonial Trust Co SC1,857$93K0.0%N/A0.001%
5/11/2023Cambridge Investment Research Advisors Inc.108,868$5.52M0.0%+5.4%0.063%
5/11/2023EverSource Wealth Advisors LLC13,200$669K0.1%+19.6%0.008%
5/11/2023Greenleaf Trust12,864$652K0.0%-49.5%0.007%
5/11/2023Edmond DE Rothschild Holding S.A.1,240$63K0.0%N/A0.001%
5/11/2023Icon Wealth Partners LLC3,280$166K0.0%N/A0.002%
5/11/2023One Capital Management LLC208,498$10.56M0.5%N/A0.120%
5/10/2023Clearstead Trust LLC1,000$51K0.0%N/A0.001%
5/10/2023WealthPLAN Partners LLC3,598$182K0.0%N/A0.002%
(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, 86 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 ($138.24M), American Family Insurance Mutual Holding Co ($127.43M), Ameriprise Financial Inc. ($115.77M), Bank of New York Mellon Corp ($89.16M), Janney Montgomery Scott LLC ($22.93M), and Manning & Napier Group LLC ($22.91M).Learn more on USIG's institutional investors.

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

Of the 75 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 ($2.69M), American Family Insurance Mutual Holding Co ($2.50M), Assetmark Inc. ($1.07M), Bank of New York Mellon Corp ($432.10K), 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 8,738,541 shares in the last 24 months. This purchase volume represents approximately $670.59M in transactions.

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

Of the 37 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), One Capital Management LLC ($325.55K), Arden Trust Co ($279.26K), Clearbridge Investments LLC ($105.13K), Global Wealth Strategies & Associates ($101.44K), Manning & Napier Group LLC ($74.23K), and Bellwether Advisors LLC ($69.04K).

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

Institutional investors have sold a total of 2,893,470 shares in the last 24 months. This volume of shares sold represents approximately $248.56M in transactions.


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This page (NASDAQ:USIG) was last updated on 4/25/2024 by MarketBeat.com Staff

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