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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
-$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.67B
2
AssetMark Inc
AssetMark Inc
California
$392M
3
Franklin Resources
Franklin Resources
California
$226M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$734M
5
Stifel Financial
Stifel Financial
Missouri
$214M

Top Sellers

1
NW
NewEdge Wealth
Pennsylvania
$326K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.42M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$77.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
226
B. Riley Wealth Advisors
Florida
$444K +$444K +8,837 New
LAS
227
Lloyd Advisory Services
Georgia
$443K +$12.7K +253 +3%
WFAG
228
Wescott Financial Advisory Group
Pennsylvania
$437K +$6.54K +130 +2%
HIM
229
Hanlon Investment Management
New Jersey
$436K +$30.1K +599 +7%
WIA
230
World Investment Advisors
California
$435K +$63.4K +1,260 +17%
LS
231
Leelyn Smith
Illinois
$430K +$430K +8,543 New
PWM
232
Perigon Wealth Management
California
$428K +$28.7K +571 +7%
SCA
233
Snowden Capital Advisors
New York
$428K +$3.47K +69 +0.8%
FA
234
Flagstar Advisors
New York
$400K -$62.3K -1,240 -13%
IWM
235
IHT Wealth Management
Illinois
$394K -$121K -2,407 -23%
CCA
236
Clearwater Capital Advisors
Illinois
$393K +$3.32K +66 +0.9%
QC
237
Quadrature Capital
United Kingdom
$389K +$389K +7,728 New
RT
238
Rockland Trust
Massachusetts
$388K +$26.5K +528 +7%
Lido Advisors
239
Lido Advisors
California
$375K +$25K +497 +7%
SWP
240
Stratos Wealth Partners
Ohio
$372K +$372K +7,398 New
JWCA
241
J.W. Cole Advisors
Florida
$369K -$19.9K -396 -5%
MCWA
242
Meadow Creek Wealth Advisors
Georgia
$362K – – –
AC
243
ASB Consultores
Florida
$362K – – –
GWMR
244
GC Wealth Management RIA
Massachusetts
$350K – – –
SFC
245
Strategic Financial Concepts
Texas
$349K +$108K +2,139 +44%
GS
246
GTS Securities
New York
$337K +$337K +6,708 New
MC
247
Moors & Cabot
Massachusetts
$337K -$7.99K -159 -2%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$329K +$116K +2,305 +54%
SAG
249
SageView Advisory Group
California
$326K -$8.6K -171 -3%
NW
250
NewEdge Wealth
Pennsylvania
$326K -$27.9M -554,220 -99%
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