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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
Personal Capital Advisors
California
$478M
2
Principal Financial Group
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
Jane Street
New York
$29M
5
BFM
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
226
Colonial Trust Advisors
South Carolina
$38.8K +$38.8K +790 New
RFG
227
RFP Financial Group
Georgia
$34.7K +$34.7K +707 New
MCC
228
Money Concepts Capital
Florida
$33.3K +$32.4K +660 +3,474%
ICM
229
Islay Capital Management
Texas
$33.1K – – –
AW
230
Avion Wealth
Texas
$32K – – –
CAM
231
Caprin Asset Management
Virginia
$29.5K +$29.5K +600 New
PA
232
Parallel Advisors
California
$28.3K -$50.5K -1,029 -64%
CT
233
Cambridge Trust
Massachusetts
$26K +$26K +535 New
IGWM
234
ICA Group Wealth Management
Colorado
$26K +$26K +529 New
Fidelity Investments
235
Fidelity Investments
Massachusetts
$25.7K -$27.5K -560 -52%
HWMA
236
Heritage Wealth Management (Arizona)
Arizona
$25.5K +$12.8K +260 +100%
NFSG
237
Newbridge Financial Services Group
Florida
$23.8K -$12.1K -247 -34%
FFA
238
Founders Financial Alliance
North Carolina
$23.6K – – –
CH
239
Canton Hathaway
Rhode Island
$23K – – –
AIM
240
Anchor Investment Management
South Carolina
$22K -$10K -204 -31%
BFEC
241
Benjamin F. Edwards & Company
Missouri
$22K -$552K -11,407 -96%
FFL
242
Financial Freedom LLC
Ohio
$21K +$21K +428 New
DZ Bank
243
DZ Bank
Germany
$19.6K – – –
AWM
244
Accurate Wealth Management
Florida
$19.6K +$19.6K +389 New
USCWA
245
U.S. Capital Wealth Advisors
Texas
$19.3K +$19.3K +393 New
SIC
246
Salem Investment Counselors
North Carolina
$18.4K +$8.5K +173 +86%
LTI
247
Laffer Tengler Investments
Tennessee
$18.2K +$18.2K +370 New
HIIFS
248
Harel Insurance Investments & Financial Services
Israel
$18K – – –
IRC
249
Investors Research Corp
Georgia
$16.6K +$16.6K +338 New
PS
250
PayPay Securities
Japan
$16K +$16K +325 New
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