USIG Institutional Ownership
iShares Broad USD Investment Grade Corporate Bond ETF
1W: +0.8%
1M: +1.8%
3M: -0.8%
YTD: -1.3%
1Y: -1.8%
3Y: +20.7%
5Y: +1.0%
$49.48
+0.10 (+0.20%)
Weekly Expected Move ±0.7%
$49
$49
$49
$50
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — USIG
523
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
16B
Total Invested
63
New Positions
193
Increased
179
Reduced
52
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (555 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 64,560,210 | 3.2B | +2,890,795 | +4.7% | 15Q | SEC ↗ |
| 2 | UBS Group AG | 58,744,213 | 2.9B | +2,664,263 | +4.8% | 47Q | SEC ↗ |
| 3 | Empower Advisory Group, LLC | 21,938,094 | 1.1B | +1,588,151 | +7.8% | 14Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 14,266,966 | 706M | -3,827,758 | -21.2% | 16Q | SEC ↗ |
| 5 | TIAA Wealth Investment Management LLC | 11,596,236 | 574M | +226,942 | +2.0% | 2Q | SEC ↗ |
| 6 | UBS AM, a distinct business unit of UB | 11,011,795 | 545M | -599,153 | -5.2% | 3Q | SEC ↗ |
| 7 | ASSETMARK, INC | 10,298,259 | 510M | +123,448 | +1.2% | 52Q | SEC ↗ |
| 8 | TRUIST FINANCIAL CORP | 10,160,720 | 503M | -589,235 | -5.5% | 36Q | SEC ↗ |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 8,965,515 | 444M | -173,788 | -1.9% | 2Q | SEC ↗ |
| 10 | BlackRock, Inc. | 8,824,279 | 437M | +546,058 | +6.6% | 8Q | SEC ↗ |
| 11 | STIFEL FINANCIAL CORP | 8,274,513 | 409M | +1,165,613 | +16.4% | 25Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 6,437,173 | 319M | -509,454 | -7.3% | 72Q | SEC ↗ |
| 13 | Allworth Financial LP | 5,290,436 | 262M | -571,831 | -9.8% | 21Q | SEC ↗ |
| 14 | FRANKLIN RESOURCES INC | 4,953,875 | 245M | +34,950 | +0.7% | 8Q | SEC ↗ |
| 15 | State of New Jersey Common Pension Fun NEW | 3,800,000 | 188M | — | +0.0% | 1Q | SEC ↗ |
| 16 | SEI INVESTMENTS CO | 3,563,725 | 176M | +201,098 | +6.0% | 15Q | SEC ↗ |
| 17 | LPL Financial LLC | 3,519,315 | 174M | +55,033 | +1.6% | 54Q | SEC ↗ |
| 18 | Valmark Advisers, Inc. | 3,405,952 | 169M | +390,467 | +12.9% | 18Q | SEC ↗ |
| 19 | 1832 Asset Management L.P. | 3,295,494 | 163M | +114,082 | +3.6% | 23Q | SEC ↗ |
| 20 | Asset Management One Co., Ltd. | 3,002,847 | 149M | +235,823 | +8.5% | 31Q | SEC ↗ |
| 21 | MORGAN STANLEY | 2,905,095 | 144M | +100,736 | +3.6% | 60Q | SEC ↗ |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 2,389,937 | 118M | +1,171,383 | +96.1% | 5Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 2,385,989 | 118M | +451,589 | +23.3% | 71Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 2,004,216 | 99M | +421,181 | +26.6% | 67Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 1,958,795 | 97M | +158,171 | +8.8% | 31Q | SEC ↗ |
| 26 | Avidian Wealth Enterprises, LLC | 1,757,289 | 87M | +65,149 | +3.9% | 27Q | SEC ↗ |
| 27 | Beacon Pointe Advisors, LLC | 1,502,940 | 74M | -23,115 | -1.5% | 15Q | SEC ↗ |
| 28 | North Dakota State Investment Board | 1,499,747 | 74M | -3,741,729 | -71.4% | 3Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 1,296,025 | 64M | +173,252 | +15.4% | 23Q | SEC ↗ |
| 30 | MCF Advisors LLC | 831,610 | 41M | +71,818 | +9.5% | 18Q | SEC ↗ |
| 31 | Voya Financial Advisors, Inc. | 826,967 | 41M | +13,761 | +1.7% | 11Q | SEC ↗ |
| 32 | Crestwood Advisors Group, LLC | 721,501 | 36M | +73,522 | +11.3% | 11Q | SEC ↗ |
| 33 | Liberty Mutual Group Asset Management | 714,850 | 35M | — | +0.0% | 2Q | SEC ↗ |
| 34 | Trilogy Capital Inc. | 713,361 | 35M | +43,080 | +6.4% | 17Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 690,017 | 34M | +10,172 | +1.5% | 7Q | SEC ↗ |
| 36 | Mirae Asset Global Investments Co., Lt | 674,155 | 33M | +81,419 | +13.7% | 23Q | SEC ↗ |
| 37 | FULTON BREAKEFIELD BROENNIMAN LLC | 652,977 | 32M | -864 | -0.1% | 13Q | SEC ↗ |
| 38 | CAPTRUST FINANCIAL ADVISORS | 628,294 | 31M | +13,496 | +2.2% | 11Q | SEC ↗ |
| 39 | DIVERSIFY WEALTH MANAGEMENT, LLC | 616,934 | 31M | +68,792 | +12.6% | 9Q | SEC ↗ |
| 40 | Diversify Advisory Services, LLC NEW | 616,934 | 31M | — | +0.0% | 1Q | SEC ↗ |
| 41 | ROYAL BANK OF CANADA | 554,822 | 27M | +47,456 | +9.4% | 69Q | SEC ↗ |
| 42 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 546,405 | 27M | +176,503 | +47.7% | 7Q | SEC ↗ |
| 43 | New Jersey Better Educational Savings | 507,693 | 25M | — | +0.0% | 9Q | SEC ↗ |
| 44 | Santa Clara Valley Transportation Auth | 505,717 | 25M | +23,740 | +4.9% | 8Q | SEC ↗ |
| 45 | Strategic Investment Advisors / MI | 436,367 | 22M | +9,460 | +2.2% | 12Q | SEC ↗ |
| 46 | SECURIAN ASSET MANAGEMENT, INC | 430,517 | 21M | -9,200 | -2.1% | 31Q | SEC ↗ |
| 47 | Blue Edge Capital, LLC | 426,139 | 21M | -29 | -0.0% | 8Q | SEC ↗ |
| 48 | ST GERMAIN D J CO INC | 415,596 | 21M | +10,474 | +2.6% | 11Q | SEC ↗ |
| 49 | Advisors Capital Management, LLC | 408,723 | 20M | +26,609 | +7.0% | 10Q | SEC ↗ |
| 50 | McKinley Carter Wealth Services, Inc. | 399,288 | 20M | +41,055 | +11.5% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| State of New Jersey Common Pension | 3,800,000 | 188M |
| Diversify Advisory Services, LLC | 616,934 | 31M |
| RATIONAL ADVISORS, INC. | 281,728 | 14M |
| ALLSTATE CORP | 198,315 | 10M |
| Banque Transatlantique SA | 102,109 | 5M |
| Fairlight Advisors | 97,672 | 5M |
| Quadrature Capital Ltd | 39,688 | 2M |
| Global Retirement Partners, LLC | 32,537 | 2M |
| Pathstone Holdings, LLC | 26,223 | 1M |
| J.W. COLE ADVISORS, INC. | 20,556 | 1M |
| Vise Technologies, Inc. | 17,345 | 858K |
| PRINCIPAL FINANCIAL GROUP INC | 16,668 | 825K |
| Prepared Retirement Institute LLC | 16,500 | 816K |
| Investment Advisory Group, LLC | 14,556 | 720K |
| Innova Wealth Partners | 13,717 | 679K |
| BURKE & HERBERT BANK & TRUST CO | 13,412 | 664K |
| Independent Wealth Network Inc. | 12,871 | 637K |
| Savant Capital, LLC | 12,840 | 635K |
| RENAISSANCE TECHNOLOGIES LLC | 12,100 | 599K |
| Atria Investments, Inc | 10,152 | 502K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 790,792 | 39M |
| Runnymede Capital Advisors, Inc. | 175,018 | 9M |
| Kensington Asset Management, LLC | 129,603 | 6M |
| Vontobel Holding Ltd. | 125,000 | 6M |
| Virtue Capital Management, LLC | 63,962 | 3M |
| HRT FINANCIAL LP | 51,950 | 3M |
| Heck Capital Advisors, LLC | 50,257 | 2M |
| UNITED CAPITAL FINANCIAL ADVISORS, | 24,910 | 1M |
| Grant Private Wealth Management Inc | 20,757 | 1M |
| Ascentis Independent Advisors | 20,653 | 1M |
| CAP Partners, LLC | 20,028 | 991K |
| Pacific Excel Wealth Advisors, Inc. | 15,485 | 766K |
| Pictet North America Advisors SA | 12,280 | 608K |
| Apollon Financial, LLC | 11,872 | 587K |
| Investment Management Trust, LLC | 10,263 | 508K |
| Valeo Financial Advisors, LLC | 10,130 | 501K |
| XTX Topco Ltd | 10,108 | 500K |
| Curi Capital, LLC | 9,455 | 468K |
| RHS Financial, LLC | 8,399 | 416K |
| Larry Mathis Financial Planning, LL | 8,334 | 412K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +2,890,795 | +4.7% | 64,560,210 |
| UBS Group AG | +2,664,263 | +4.8% | 58,744,213 |
| Empower Advisory Group, LLC | +1,588,151 | +7.8% | 21,938,094 |
| MERCER GLOBAL ADVISORS INC /ADV | +1,171,383 | +96.1% | 2,389,937 |
| STIFEL FINANCIAL CORP | +1,165,613 | +16.4% | 8,274,513 |
| BlackRock, Inc. | +546,058 | +6.6% | 8,824,279 |
| WELLS FARGO & COMPANY/MN | +451,589 | +23.3% | 2,385,989 |
| Bank of New York Mellon Corp | +421,181 | +26.6% | 2,004,216 |
| Valmark Advisers, Inc. | +390,467 | +12.9% | 3,405,952 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +271,000 | +340.8% | 350,520 |
| Asset Management One Co., Ltd. | +235,823 | +8.5% | 3,002,847 |
| TIAA Wealth Investment Management L | +226,942 | +2.0% | 11,596,236 |
| PRUDENTIAL PLC | +207,680 | +280.0% | 281,860 |
| SEI INVESTMENTS CO | +201,098 | +6.0% | 3,563,725 |
| HARBOR CAPITAL ADVISORS, INC. | +187,209 | +2902.0% | 193,660 |
| STATE FARM MUTUAL AUTOMOBILE INSURA | +176,503 | +47.7% | 546,405 |
| Cetera Investment Advisers | +173,252 | +15.4% | 1,296,025 |
| JPMORGAN CHASE & CO | +158,171 | +8.8% | 1,958,795 |
| ASSETMARK, INC | +123,448 | +1.2% | 10,298,259 |
| EverSource Wealth Advisors, LLC | +118,201 | +256.7% | 164,247 |