Balyasny Asset Management
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Balyasny Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Balyasny Asset Management’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-166,508
Closed -$8.75M – 3283
2024
Q3 		$8.75M Buy
166,508
+61,810
+59% +$3.19M 0.01% 1017
2024
Q2 		$5.26M Buy
104,698
+76,018
+265% +$3.8M 0.01% 1146
2024
Q1 		$1.46M Buy
+28,680
New +$1.45M ﹤0.01% 1652

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Balyasny Asset Management's USIG Position: Q4 2024 in Review

Balyasny Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2024, closing a stake of 166,508 shares — an estimated $8.75M sold.

Balyasny Asset Management first reported a position in USIG in Q1 2024 and held it in 3 quarters. The position peaked at $8.75M in Q3 2024. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

  • Balyasny Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Balyasny Asset Management sold 166,508 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $8.75M.
  • Balyasny Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Balyasny Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.75M in Q3 2024.
  • 438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Balyasny Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.