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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355M
2
VFA
2
Voya Financial Advisors
Connecticut
$86M
3
MFG
3
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43B
2
MIM
2
MetLife Investment Management
New Jersey
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$266K
4
MNG
4
Manning & Napier Group
New York
$22.9M
5
OCM
5
One Capital Management
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$346K +$89.9K +1,753 +35%
IIA
227
IPG Investment Advisors
California
$334K +$334K +6,518 New
CPL
228
CAP Partners LLC
Tennessee
$332K +$332K +6,477 New
FPCP
229
Fort Point Capital Partners
California
$326K +$95K +1,853 +41%
MWM
230
Modern Wealth Management
Kansas
$325K +$325K +6,342 New
SC
231
Scotia Capital
Ontario, Canada
$318K -$27.4K -535 -8%
CWP
232
Cyndeo Wealth Partners
Florida
$317K +$317K +6,183 New
AWA
233
Arkadios Wealth Advisors
Georgia
$316K +$19.6K +382 +7%
CPIG
234
Chicago Partners Investment Group
Illinois
$303K +$303K +5,982 New
FA
235
Flagstar Advisors
New York
$301K +$35.7K +696 +13%
HIM
236
Hanlon Investment Management
New Jersey
$299K -$112K -2,180 -27%
LA
237
Lane & Associates
New Jersey
$294K +$15.4K +300 +6%
WEG
238
World Equity Group
Illinois
$283K -$2.97K -58 -1%
GT
239
Greenleaf Trust
Michigan
$283K -$234K -4,556 -45%
RCM
240
Radnor Capital Management
Pennsylvania
$275K – – –
SS
241
Simplicity Solutions
Minnesota
$273K +$6.05K +118 +2%
IA
242
IFG Advisory
Georgia
$270K +$270K +5,273 New
CAI
243
Capital Advisors Inc
Oklahoma
$266K -$33.1M -644,893 -99%
SAI
244
Savvy Advisors Inc
New York
$264K +$264K +5,157 New
BSW
245
Buckingham Strategic Wealth
Missouri
$263K +$263K +5,132 New
TCM
246
TD Capital Management
Tennessee
$259K -$2.67K -52 -1%
CA
247
Clearstead Advisors
Ohio
$258K -$399K -7,791 -61%
NCM
248
Noesis Capital Mangement
Florida
$254K – – –
DWP
249
Destiny Wealth Partners
Florida
$253K – – –
OC
250
Oppenheimer & Co
New York
$251K +$251K +4,902 New
8 9
10
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