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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$51.11 +0.14 (+0.27%)
As of 04:00 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)
66
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$151.56M
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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
5/5/2026Bank 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%
3/4/2026Financial Avengers Inc.90,019$4.66M1.9%+23.6%0.028%
2/18/2026Strive Financial Group LLC996$52K0.0%N/A0.000%
2/18/2026Virtue Capital Management LLC65,790$3.41M0.1%N/A0.021%
2/18/2026Garton & Associates Financial Advisors LLC510$26K0.0%N/A0.000%
2/18/2026Cahill Financial Advisors Inc.9,914$513K0.0%-4.4%0.003%
2/18/2026Centennial Bank AR 1,271$66K0.0%N/A0.000%
2/17/2026Captrust Financial Advisors580,139$30.03M0.1%+2.1%0.181%
2/16/202610Elms LLP37,329$1.93M1.8%-1.0%0.012%
2/12/2026Virtue Capital Management LLC65,790$3.41M0.1%N/A0.021%
2/12/2026Azimuth 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%
2/11/2026TIAA Trust National Association25,593,092$1.33B3.2%+4.1%7.992%
2/11/2026JPMorgan Chase & Co.1,449,857$75.06M0.0%+1.9%0.453%
2/11/2026Landing Point Financial Group LLC73,230$3.79M1.9%+8.7%0.023%
2/11/2026Parallel Advisors LLC1,911$99K0.0%-44.6%0.001%
2/10/2026Bank of New York Mellon Corp1,568,962$81.23M0.0%+7.9%0.490%
2/10/2026One Capital Management LLC42,287$2.19M0.1%+541.7%0.013%
2/9/2026Fisher Asset Management LLC16,075$832K0.0%+15.4%0.005%
2/6/2026EverSource Wealth Advisors LLC45,222$2.34M0.1%+3.3%0.014%
2/5/2026Compass Financial Group Inc.44,982$2.33M1.0%+1.1%0.014%
2/4/2026Valeo Financial Advisors LLC10,130$524K0.0%-71.2%0.003%
2/3/2026 Manning & Napier Advisors LLC338,490$17.52M0.2%-14.7%0.106%
2/3/2026Crestwood 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%
1/22/2026Bartlett & 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%
11/26/2025JPMorgan Chase & Co.1,422,206$74.27M0.0%+3.3%0.489%
11/21/2025Capital Square LLC14,399$752K0.4%-35.9%0.005%
11/19/2025Captrust Financial Advisors567,956$29.66M0.1%+5.4%0.195%
11/17/2025Financial Avengers Inc.72,825$3.80M1.6%+13.3%0.025%
11/17/2025Triumph Capital Management18,750$979K0.2%+2.0%0.006%
11/17/2025United Capital Financial Advisors LLC22,657$1.18M0.0%-3.6%0.008%
11/17/2025Ameriprise Financial Inc.11,508,464$579.81M0.1%+15.3%3.958%
11/14/2025One Capital Management LLC6,590$344K0.0%N/A0.002%
11/13/2025BNP Paribas Financial Markets58,030$3.03M0.0%-27.6%0.020%
11/13/2025Parallel Advisors LLC3,450$180K0.0%+64.5%0.001%
11/12/2025Blue Edge Capital LLC379,911$19.84M2.8%+7.3%0.131%
11/12/202510Elms LLP37,708$1.97M1.8%-1.1%0.013%
11/12/2025Fisher Asset Management LLC13,933$728K0.0%-60.0%0.005%
11/12/2025Landing 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%
11/12/2025TIAA Trust National Association24,591,007$1.28B3.1%+6.1%8.458%
11/10/2025EverSource Wealth Advisors LLC43,773$2.29M0.1%+6.3%0.015%
11/7/2025Crestwood Advisors Group LLC537,199$28.05M0.5%+18.0%0.185%
11/7/2025JPMorgan Chase & Co.1,422,206$74.27M0.0%+3.3%0.489%
11/6/2025Lyell Wealth Management LP6,710$350K0.0%-17.7%0.002%
11/5/2025Trivant Custom Portfolio Group LLC177,307$9.26M4.8%+2.1%0.061%
11/5/2025Compass Financial Group Inc.44,514$2.33M1.0%+2.5%0.015%
11/5/2025Bessemer Group Inc.14,813$774K0.0%N/A0.005%
11/5/2025 SBI Securities Co. Ltd.9,864$515K0.0%-9.2%0.003%
11/4/2025Jones Financial Companies Lllp18,904$985K0.0%+48.4%0.007%
11/3/2025Valeo Financial Advisors LLC35,154$1.84M0.0%+1.3%0.012%
10/31/2025Cullen Frost Bankers Inc.1,776$93K0.0%N/A0.001%
10/29/2025 Root Financial Partners LLC4,832$252K0.0%N/A0.002%
10/29/2025Arkadios 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%
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%
10/9/2025Bartlett & CO. Wealth Management LLC157,250$8.21M0.1%-43.1%0.055%
10/9/2025 Independence Bank of Kentucky2,192$114K0.0%-9.7%0.001%
10/7/2025 Montecito Bank & Trust14,819$774K0.1%N/A0.005%
10/7/2025 ST Germain D J Co. Inc.398,582$20.81M0.8%+3.4%0.139%
9/12/2025Valeo Financial Advisors LLC34,686$1.78M0.0%+9.9%0.012%
8/15/2025Blue Edge Capital LLC354,006$18.21M2.7%-2.4%0.126%
8/15/2025Captrust Financial Advisors539,087$27.73M0.1%+2.6%0.192%
8/15/2025Tolleson Wealth Management Inc.33,073$1.70M0.3%+18.5%0.012%
8/15/2025BNP Paribas Financial Markets80,100$4.12M0.0%+22.7%0.029%


USIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USIG shares?

During the previous two years, 95 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 ST Germain D J Co. Inc. ($21.20M).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 89 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 ($22.61M), 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).

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

Institutional investors have bought a total of 25,061,376 shares in the last 24 months. This purchase volume represents approximately $1.29B in transactions.

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

Of the 28 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), Manning & Napier Advisors LLC ($419.29K), Bartlett & CO. Wealth Management LLC ($138.44K), Flow Traders U.S. LLC ($67.08K), Waterloo Capital L.P. ($59.80K), TIAA Trust National Association ($46.56K), and Fifth Third Securities Inc. ($26.88K).

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

Institutional investors have sold a total of 2,958,484 shares in the last 24 months. This volume of shares sold represents approximately $151.56M in transactions.


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