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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$237M
2
BlackRock
BlackRock
New York
$357M
3
Bank of America
Bank of America
North Carolina
$1.47B
4
Ameriprise
Ameriprise
Minnesota
$455M
5
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$35.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
MFG
Merit Financial Group
Georgia
$66.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$38.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
251
Formidable Asset Management
Ohio
$255K +$255K +5,075 New
SAI
252
Savvy Advisors Inc
New York
$255K -$21.2K -423 -8%
EWA
253
EP Wealth Advisors
California
$253K +$104K +2,075 +70%
DWP
254
Destiny Wealth Partners
Florida
$250K – – –
MPW
255
MA Private Wealth
California
$249K -$1.05M -20,957 -81%
NCM
256
Noesis Capital Mangement
Florida
$249K – – –
Pathstone Holdings
257
Pathstone Holdings
New Jersey
$243K +$30.1K +600 +14%
ECM
258
Evergreen Capital Management
Washington
$242K – – –
FPCP
259
Fort Point Capital Partners
California
$240K +$13K +258 +6%
JIR
260
James Investment Research
Ohio
$239K – – –
TCM
261
Triumph Capital Management
Colorado
$231K +$231K +4,606 New
HGWM
262
Horst & Graben Wealth Management
Oregon
$230K +$230K +4,581 New
EDRIA
263
Edmonds Duncan Registered Investment Advisors
Kansas
$228K +$228K +4,535 New
ACIM
264
Azimuth Capital Investment Management
Michigan
$223K -$251 -5 -0.1%
FWI
265
Facet Wealth Inc
Maryland
$223K +$223K +4,379 New
VC
266
Veery Capital
Delaware
$221K – – –
MC
267
Moors & Cabot
Massachusetts
$218K -$1.31K -26 -0.6%
ESB
268
Essex Savings Bank
Connecticut
$216K +$216K +4,301 New
SI
269
Stephens Inc
Arkansas
$213K -$251 -5 -0.1%
TWM
270
TSA Wealth Management
Texas
$210K +$210K +4,192 New
CWP
271
Cyndeo Wealth Partners
Florida
$208K +$208K +4,146 New
QPWM
272
Quadrant Private Wealth Management
Pennsylvania
$208K +$208K +4,142 New
MFG
273
Magnus Financial Group
New York
$206K +$206K +4,109 New
FA
274
FSA Advisors
Michigan
$206K -$1.77K -35 -0.8%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$201K -$72.6K -1,446 -27%
9 10
11
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