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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 %
SWM
251
Spire Wealth Management
Virginia
$14K – – –
RG
252
Retirement Group
California
$14K +$14K +286 New
PFM
253
Phillips Financial Management
Indiana
$13.8K -$6.04K -123 -31%
TAM
254
Tucker Asset Management
Colorado
$13.7K -$7.51K -152 -35%
QC
255
Quent Capital
New York
$13.1K -$9.69K -197 -42%
AWM
256
AllSquare Wealth Management
New York
$12.3K – – –
CA
257
CoreCap Advisors
Michigan
$11.8K +$11.8K +241 New
FFA
258
Farther Finance Advisors
California
$10.4K +$10.4K +212 New
NMG
259
New Millennium Group
Utah
$10.3K -$394 -8 -4%
RFS
260
Retirement Financial Solutions
Tennessee
$10.3K +$10.3K +209 New
HWA
261
HHM Wealth Advisors
Tennessee
$10K – – –
Nomura Asset Management
262
Nomura Asset Management
Japan
$9.82K – – –
HS
263
Horan Securities
United States
$8.84K – – –
HNB
264
Huntington National Bank
Ohio
$8.69K – – –
TCM
265
Tradewinds Capital Management
Washington
$8.55K +$246 +5 +3%
DWA
266
Delos Wealth Advisors
Texas
$8.5K -$2.06K -42 -20%
SCA
267
Stonebridge Capital Advisors
Minnesota
$6.63K +$6.63K +135 New
BAM
268
Belpointe Asset Management
Nevada
$6.14K +$6.14K +125 New
RBC
269
Romano Brothers & Co
Illinois
$4.76K +$4.76K +97 New
ZIG
270
Zullo Investment Group
Pennsylvania
$4.52K – – –
AWM
271
Accel Wealth Management
Iowa
$4.37K -$115K -2,351 -96%
CHC
272
City Holding Co
West Virginia
$3.98K – – –
KFS
273
Kelly Financial Services
Massachusetts
$3.71K +$49 +1 +1%
BBHC
274
Brown Brothers Harriman & Co
New York
$3.44K – – –
AWM
275
Abound Wealth Management
Tennessee
$2.77K +$2.77K +56 New
9 10
11
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