USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$141M
2
Bank of America
Bank of America
North Carolina
+$101M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42M
4
Ameriprise
Ameriprise
Minnesota
+$33.3M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$30.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$62.2M
2
MYLI
Meiji Yasuda Life Insurance
Japan
-$53.8M
3
SEI Investments
SEI Investments
Pennsylvania
-$39.9M
4
BHB
Bank Hapoalim BM
Israel
-$12.1M
5
SFC
Strategic Financial Concepts
Texas
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
251
Chicago Partners Investment Group
Illinois
$309K – – –
GRP
252
Global Retirement Partners
California
$306K -$27.2K -517 -8%
AQR Capital Management
253
AQR Capital Management
Connecticut
$303K +$303K +5,756 New
CAL
254
Capital Analysts LLC
Pennsylvania
$297K -$29.1K -554 -9%
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$294K -$26.2K -498 -8%
SFA
256
Sequoia Financial Advisors
Ohio
$283K -$166K -3,157 -37%
EWA
257
Exencial Wealth Advisors
Oklahoma
$272K -$324K -6,160 -54%
TC
258
TownSquare Capital
Utah
$266K -$50.7K -964 -16%
DWP
259
Destiny Wealth Partners
Florida
$262K – – –
NCM
260
Noesis Capital Mangement
Florida
$260K – – –
DZ Bank
261
DZ Bank
Germany
$256K +$235K +4,468 +1,117%
ECM
262
Evergreen Capital Management
Washington
$254K – – –
CFIA
263
Cantor Fitzgerald Investment Advisors
New York
$253K +$253K +4,812 New
SFC
264
Strategic Financial Concepts
Texas
$253K -$11.9M -227,120 -98%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$252K +$86.3K +1,642 +52%
BW
266
Bison Wealth
Georgia
$252K +$252K +4,789 New
JIR
267
James Investment Research
Ohio
$250K – – –
EDRIA
268
Edmonds Duncan Registered Investment Advisors
Kansas
$250K +$11.5K +218 +5%
GWM
269
Geneos Wealth Management
Colorado
$249K +$243K +4,631 +4,135%
SCG
270
Sonata Capital Group
Washington
$248K +$248K +4,725 New
Jones Financial Companies
271
Jones Financial Companies
Missouri
$245K +$184K +3,490 +303%
HGWM
272
Horst & Graben Wealth Management
Oregon
$241K +$368 +7 +0.2%
BOSSRA
273
B.O.S.S. Retirement Advisors
Utah
$231K +$231K +4,392 New
ACIM
274
Azimuth Capital Investment Management
Michigan
$228K -$6.05K -115 -3%
AL
275
ADE LLC
Maryland
$225K -$121K -2,301 -35%
9 10
11
12 13