Go Pro
→ Wall Street is staring at the wrong AI trade (From The Oxford Club) (Ad)tc pixel Free USIG Stock Alerts

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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$50.28 -0.13 (-0.26%)
As of 11:33 AM Eastern
Compare

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)
$365.52M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$37.13M
Get USIG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Broad USD Investment Grade Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

USIG Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC2,846$144K0.0%N/A0.001%
7/7/2026 CoreCap Advisors LLC4,443$228K0.0%+17.9%0.001%
6/3/2026 Parallel Advisors LLC1,367$70K0.0%-28.5%0.000%
6/2/2026Blue Edge Capital LLC426,168$21.83M2.9%+3.5%0.129%
5/19/2026Financial Avengers Inc.101,248$5.19M2.4%+12.5%0.031%
5/19/2026Strategic 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%
5/1/2026Manning & 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%
2/18/2026 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 AR1,271$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%
2/12/2026 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%
2/10/2026One Capital Management LLC42,287$2.19M0.1%+541.7%0.013%
The world’s least risky AI stock? (Ad)

Whitney Tilson, senior editor at Stansberry Research, has identified a company he calls the world's safest AI stock, one most investors have never heard of. The firm sits at the intersection of AI, energy, and defense, and one of America's most famous investors reportedly put roughly half his fund into it. In recent years it has returned more than Apple, Amazon, and the S&P 500 combined. Tilson has released a free presentation naming the company and its ticker symbol, no payment or email required.tc pixel

Watch the free presentation to get the ticker symbol now
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%
2/3/2026Manning & 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%
1/28/2026Meadow 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%
11/21/2025Capital 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%
11/17/2025 Triumph 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%
11/13/2025 Parallel Advisors LLC3,450$180K0.0%+64.5%0.001%
11/12/2025Blue Edge Capital LLC379,911$19.84M2.8%+7.3%0.131%
11/12/202510Elms 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%
11/4/2025Jones 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%
The world’s most valuable stock-picking messages? (Ad)

Tomorrow morning, a small group of investors will receive a text alert tied to what may be the most powerful stock rating software in the world - and every message it has sent has averaged a gain of 310 percent, including the misses. Members of this exclusive list have seen nearly 3,000 chances to double their money and over 400 chances to 10x it. The next alert goes out as early as 9:30 a.m.tc pixel

Learn how to sign up and receive the next alert today
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%
10/27/2025Manning & 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%
10/14/2025 Trust Co. of Vermont874$46K0.0%+184.7%0.000%


USIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 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 85 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 ($20.58M), Ameriprise Financial Inc. ($3.88M), JPMorgan Chase & Co. ($462.21K), Crestwood Advisors Group LLC ($446.80K), Jones Financial Companies Lllp ($323.32K), BNP Paribas Financial Markets ($211.81K), and ST Germain D J Co. Inc. ($203.07K).

Institutional investors have bought a total of 7,046,346 shares in the last 24 months. This purchase volume represents approximately $365.52M in transactions.

Of the 20 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), Fifth Third Securities Inc. ($26.88K), Valeo Financial Advisors LLC ($25.02K), BNP Paribas Financial Markets ($22.07K), Fisher Asset Management LLC ($20.91K), and Blue Edge Capital LLC ($8.63K).

Institutional investors have sold a total of 719,193 shares in the last 24 months. This volume of shares sold represents approximately $37.13M in transactions.


Related Companies

Institutional ownership data for NASDAQ:USIG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel