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

iShares Broad USD Investment Grade Corporate Bond ETF logo
$48.84 +0.01 (+0.02%)
Closing price 04:00 PM Eastern
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$48.84 -0.01 (-0.01%)
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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)
55
Total
Institutional Inflows
(last 12 months)
$296.64M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$30.36M
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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
10/10/2026Davidson Trust Co.11,572$564K0.2%N/A0.003%
10/8/2026Farther Finance Advisors LLC58,262$2.84M0.0%-6.3%0.016%
10/8/2026CoreCap Advisors LLC4,115$200K0.0%-7.4%0.001%
10/2/2026 Miller Global Investments LLC7,046$343K0.2%N/A0.002%
10/1/2026 Montecito Bank & Trust14,737$718K0.1%N/A0.004%
8/22/2026Compass Financial Management LLC2,846$144K0.0%N/A0.001%
8/21/2026Continuum Advisory LLC1,568$80K0.0%N/A0.000%
8/17/2026Blue Edge Capital LLC426,139$21.86M2.6%N/A0.124%
8/12/2026Compass Financial Management LLC2,846$144K0.0%N/A0.001%
7/7/2026CoreCap Advisors LLC4,443$228K0.0%+17.9%0.001%
6/3/2026Parallel 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%
5/19/2026Arkadios Wealth Advisors23,750$1.22M0.0%+16.9%0.007%
5/18/2026EverSource Wealth Advisors LLC46,046$2.36M0.1%+1.8%0.014%
5/7/2026Parallel Advisors LLC1,367$70K0.0%-28.5%0.000%
5/7/2026Koss Olinger Consulting LLC11,042$566K0.0%N/A0.003%
5/6/2026Bartlett & CO. Wealth Management LLC111,343$5.70M0.1%-19.3%0.034%
5/6/2026Bessemer Group Inc.28,127$1.44M0.0%+1.1%0.009%
5/5/2026Bank 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%
4/28/2026Ascentis Independent Advisors20,653$1.06M0.1%+41.6%0.006%
4/28/2026Nixon Peabody Trust Co.5,046$259K0.0%N/A0.002%
4/24/2026Root Financial Partners LLC5,512$282K0.0%+18.7%0.002%
4/24/2026Harbor Investment Advisory LLC682$35K0.0%+3,147.6%0.000%
4/22/2026Janney Montgomery Scott LLC73,297$3.76M0.0%+10.7%0.022%
4/22/2026Fort Washington Investment Advisors Inc. OH35,310$1.81M0.0%-3.7%0.011%
4/22/2026Creative Capital Management Investments LLC666$34K0.0%N/A0.000%
4/21/2026Davidson Trust Co.11,349$581K0.3%-8.5%0.003%
4/17/2026Essex 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 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%
2/12/2026Virtue Capital Management LLC65,790$3.41M0.1%N/A0.021%
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2/12/2026Azimuth Capital Investment Management LLC5,158$267K0.0%+4.0%0.002%
2/11/2026Janney 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%
2/3/2026Manning & 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%
2/3/2026SBI Securities Co. Ltd.8,704$451K0.0%-11.8%0.003%
1/29/2026ST 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%
1/27/2026Davidson Trust Co.12,398$642K0.3%-8.0%0.004%
1/23/2026Farther Finance Advisors LLC66,482$3.44M0.0%+1,582.7%0.021%
1/23/2026Fifth 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%
1/21/2026Ledyard National Bank5,022$260K0.0%N/A0.002%
1/21/2026Sound Income Strategies LLC3,629$188K0.0%+198.7%0.001%
1/21/2026Runnymede Capital Advisors Inc.175,018$9.06M5.2%N/A0.056%
1/20/2026Independence Bank of Kentucky1,622$84K0.0%-26.0%0.001%
1/20/2026American National Bank & Trust1,300$68K0.0%N/A0.000%
1/20/2026YANKCOM Partnership622$32K0.0%N/A0.000%
1/20/2026Harbor Capital Advisors Inc.6,510$337K0.0%+80.5%0.002%
1/13/2026CoreCap Advisors LLC1,958$101K0.0%+164.2%0.001%
1/13/2026Fort 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%
11/12/2025Creative 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%
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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%
11/5/2025SBI 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%
10/29/2025Root Financial Partners LLC4,832$252K0.0%N/A0.002%
10/29/2025Arkadios Wealth Advisors20,354$1.06M0.0%+25.9%0.007%
10/28/2025Richardson Financial Services Inc.3,226$168K0.1%+42.6%0.001%


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 Blue Edge Capital LLC ($21.86M).Learn more on iShares Broad USD Investment Grade Corporate Bond ETF's institutional investors.

Of the 86 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), Blue Edge Capital LLC ($466.36K), JPMorgan Chase & Co. ($462.21K), Crestwood Advisors Group LLC ($446.80K), Jones Financial Companies Lllp ($323.32K), and BNP Paribas Financial Markets ($211.81K).

Institutional investors have bought a total of 5,710,735 shares in the last 24 months. This purchase volume represents approximately $296.64M 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 ($45.91K), Valeo Financial Advisors LLC ($25.02K), BNP Paribas Financial Markets ($22.07K), Fifth Third Securities Inc. ($21.24K), Fisher Asset Management LLC ($20.91K), and Capital Square LLC ($8.07K).

Institutional investors have sold a total of 589,553 shares in the last 24 months. This volume of shares sold represents approximately $30.36M in transactions.


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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 10/10/2026. New 13F filings are added each quarter as they're published.
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