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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$141M
2
Bank of America
Bank of America
North Carolina
+$101M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42M
4
Ameriprise
Ameriprise
Minnesota
+$33.3M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$30.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$62.2M
2
MYLI
Meiji Yasuda Life Insurance
Japan
-$53.8M
3
SEI Investments
SEI Investments
Pennsylvania
-$39.9M
4
BHB
Bank Hapoalim BM
Israel
-$12.1M
5
SFC
Strategic Financial Concepts
Texas
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
226
Clearwater Capital Advisors
Illinois
$408K -$24.2K -460 -6%
JWCA
227
J.W. Cole Advisors
Florida
$407K -$13.6K -258 -3%
ARC
228
Advisor Resource Council
Texas
$401K +$401K +7,627 New
WIA
229
World Investment Advisors
California
$389K +$389K +7,398 New
SWA
230
Stratos Wealth Advisors
Ohio
$383K -$5.84K -111 -2%
MCWA
231
Meadow Creek Wealth Advisors
Georgia
$379K -$2.63K -50 -0.7%
AC
232
ASB Consultores
Florida
$378K – – –
RT
233
Rockland Trust
Massachusetts
$377K – – –
CP
234
Cumberland Partners
Ontario, Canada
$372K +$372K +7,080 New
GWMR
235
GC Wealth Management RIA
Massachusetts
$366K – – –
Lido Advisors
236
Lido Advisors
California
$366K – – –
MC
237
Moors & Cabot
Massachusetts
$361K +$133K +2,533 +58%
SC
238
Scotia Capital
Ontario, Canada
$358K +$31.6K +601 +10%
FFA
239
Farther Finance Advisors
California
$358K +$162K +3,090 +83%
AG
240
Ascent Group
Virginia
$355K -$120K -2,291 -25%
SAG
241
SageView Advisory Group
California
$350K +$350K +6,656 New
OAS
242
Optivise Advisory Services
Tennessee
$346K -$82.7K -1,572 -19%
PFS
243
Prospera Financial Services
Texas
$345K +$57.6K +1,095 +20%
TC
244
Truvestments Capital
Florida
$341K -$11K -209 -3%
Corient Private Wealth
245
Corient Private Wealth
Florida
$336K +$9.1K +173 +3%
TCM
246
TD Capital Management
Tennessee
$327K +$315 +6 +0.1%
CCM
247
Carlson Capital Management
Minnesota
$327K +$327K +6,211 New
IIA
248
IPG Investment Advisors
California
$324K – – –
SF
249
Synovus Financial
Georgia
$324K -$5.84K -111 -2%
NAM
250
NorthCrest Asset Manangement
Minnesota
$310K +$310K +5,897 New
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