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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
AssetMark Inc
California
$254M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$107M
2
MNG
Manning & Napier Group
New York
$21.8M
3
JFG
Jefferies Financial Group
New York
$0
4
Barclays
Barclays
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
251
Goodwin Investment Advisory
Georgia
$90.3K -$41.5K -864 -32%
SIS
252
Sound Income Strategies
Florida
$87.7K -$4.33K -90 -5%
HI
253
Harbour Investments
Wisconsin
$86.9K +$6.11K +127 +8%
FFA
254
Farther Finance Advisors
California
$84.3K +$61.6K +1,282 +272%
AIC
255
Archer Investment Corporation
Indiana
$82.6K – – –
BCM
256
BluePath Capital Management
Georgia
$82.6K +$82.6K +1,718 New
GJIA
257
Glass Jacobson Investment Advisors
Maryland
$72.4K +$72.4K +1,507 New
EDRH
258
Edmond de Rothschild Holding
Switzerland
$59.6K – – –
PA
259
Parallel Advisors
California
$59.6K +$27.8K +579 +88%
DZ Bank
260
DZ Bank
Germany
$56.4K – – –
LFA
261
LGT Financial Advisors
Texas
$51.2K +$45.1K +939 +745%
CFD
262
Creative Financial Designs
Indiana
$50.7K – – –
RCM
263
Raleigh Capital Management
North Carolina
$50.3K +$817 +17 +2%
HFS
264
Hantz Financial Services
Michigan
$50K +$3.48K +73 +7%
HL
265
HeadInvest LLC
Maine
$44K +$44K +925 New
SIC
266
Salem Investment Counselors
North Carolina
$39.7K -$2.84K -59 -7%
CTA
267
Colonial Trust Advisors
South Carolina
$38K – – –
IA
268
IFP Advisors
Florida
$37.7K -$11K -228 -23%
HGERS
269
Householder Group Estate & Retirement Specialist
Arizona
$35.6K +$35.6K +740 New
RFG
270
RFP Financial Group
Georgia
$34.8K +$240 +5 +0.7%
HNB
271
Huntington National Bank
Ohio
$33.6K -$11K – –
SWM
272
Spire Wealth Management
Virginia
$33.2K +$2.02K +42 +6%
NS
273
NBC Securities
Alabama
$33K +$33K +706 New
ICM
274
Islay Capital Management
Texas
$32.4K – – –
S
275
SignatureFD
Georgia
$27.5K +$4.42K +92 +19%
9 10
11
12 13