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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355M
2
VFA
2
Voya Financial Advisors
Connecticut
$86M
3
MFG
3
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43B
2
MIM
2
MetLife Investment Management
New Jersey
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$266K
4
MNG
4
Manning & Napier Group
New York
$22.9M
5
OCM
5
One Capital Management
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
251
Cypress Wealth Services
California
$251K +$251K +4,887 New
GFG
252
Goldstone Financial Group
Illinois
$250K +$4.82K +94 +2%
ACIM
253
Azimuth Capital Investment Management
Michigan
$249K +$24.6K +480 +11%
Pathstone Holdings
254
Pathstone Holdings
New Jersey
$248K +$248K +4,843 New
ECM
255
Evergreen Capital Management
Washington
$248K – – –
B
256
Bellecapital
Switzerland
$245K – – –
JIR
257
James Investment Research
Ohio
$244K – – –
SCG
258
Sonata Capital Group
Washington
$242K – – –
OLVIG
259
Oliver Lagore Vanvalin Investment Group
Michigan
$240K -$358K -6,982 -60%
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
$237K +$237K +4,633 New
VC
261
Veery Capital
Delaware
$226K – – –
AAS
262
Avantax Advisory Services
Texas
$220K -$109K -2,132 -33%
BRWA
263
B. Riley Wealth Advisors
Florida
$219K -$42.6K -832 -16%
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$219K -$159K -3,098 -42%
PCS
265
Private Client Services
Kentucky
$219K +$219K +4,272 New
FA
266
FSA Advisors
Michigan
$218K +$218K +4,260 New
SI
267
Stephens Inc
Arkansas
$216K +$216K +4,217 New
TC
268
TownSquare Capital
Utah
$211K -$185K -3,604 -47%
RF
269
RHS Financial
California
$209K -$141K -2,758 -40%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$204K +$204K +3,977 New
QPWM
271
Quadrant Private Wealth Management
Pennsylvania
$202K +$202K +3,942 New
FWI
272
Facet Wealth Inc
Maryland
$201K +$201K +3,951 New
SAM
273
Smartleaf Asset Management
Massachusetts
$192K +$192K +3,740 New
CQS
274
Credential Qtrade Securities
$185K – – –
KFS
275
Kelly Financial Services
Massachusetts
$178K +$169K +3,295 +1,791%
9 10
11
12 13