USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

266 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-7
Holders Change %
-2.56%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$269K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$241M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$108M
3
AF
Allworth Financial
California
+$58.7M
4
AssetMark Inc
AssetMark Inc
California
+$54.8M
5
RJA
Raymond James & Associates
Florida
+$30.3M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$127M
2
MNG
Manning & Napier Group
New York
-$23.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.5M
4
SMM
Stadion Money Management
Georgia
-$9.27M
5
MML Investors Services
MML Investors Services
Massachusetts
-$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$1.84K +$162 +3,250 +10%
WA
252
Win Advisors
Florida
$1K – – –
MCC
253
Money Concepts Capital
Florida
$1K – – –
CA
254
Clearstead Advisors
Ohio
$1K – – –
EWM
255
Endurance Wealth Management
Rhode Island
$1K – – –
HIA
256
Harbor Investment Advisory
Maryland
$1K +$43 +1 +5%
BWA
257
BDO Wealth Advisors
Florida
$1K +$1K +12 New
S
258
SignatureFD
Georgia
$1K +$1K +27 New
FHC
259
First Heartland Consultants
Missouri
$271 +$271 +5,652 New
AFIMH
260
American Family Insurance Mutual Holding
Wisconsin
– -$127M -2,500,000 Closed
SMM
261
Stadion Money Management
Georgia
– -$9.27M -181,817 Closed
CFGF
262
Compass Financial Group (Florida)
Florida
– -$6.29M -123,337 Closed
3AM
263
3EDGE Asset Management
Florida
– -$1.93M -37,888 Closed
SWP
264
ShoreHaven Wealth Partners
New Jersey
– -$1.88M -36,980 Closed
SIA
265
SeaBridge Investment Advisors
New Jersey
– -$1.09M -21,375 Closed
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
– -$732K -14,373 Closed
ACM
267
Allred Capital Management
Texas
– -$385K -7,564 Closed
LAS
268
Lloyd Advisory Services
Georgia
– -$371K -7,276 Closed
HF
269
HRT Financial
New York
– -$331K -6,512 Closed
IF
270
Intrua Financial
Texas
– -$298K -5,849 Closed
CG
271
Colony Group
Massachusetts
– -$292K -5,720 Closed
SFG
272
Snider Financial Group
Washington
– -$282K -5,532 Closed
KPWS
273
Kestra Private Wealth Services
Texas
– -$262K -5,141 Closed
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
– -$256K -5,021 Closed
MWM
275
Meridian Wealth Management
Kentucky
– -$228K -4,470 Closed
8 9 10
11
12