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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 %
FHA
276
First Horizon Advisors
Tennessee
$26.6K +$241 +5 +0.9%
National Bank of Canada
277
National Bank of Canada
Quebec, Canada
$24.5K – – –
FFA
278
Founders Financial Alliance
North Carolina
$23.1K – – –
AIM
279
Anchor Investment Management
South Carolina
$21.5K – – –
CH
280
Canton Hathaway
Rhode Island
$21K – – –
FFL
281
Financial Freedom LLC
Ohio
$20.6K – – –
BWL
282
Bogart Wealth LLC
Virginia
$19.9K – – –
GWSA
283
Global Wealth Strategies & Associates
Colorado
$19.5K -$79.4K -1,651 -80%
DFA
284
DHJJ Financial Advisors
Illinois
$19.3K +$19.3K +402 New
SS
285
Sunbelt Securities
Texas
$18.8K +$192 +4 +1%
CIA
286
Cape Investment Advisory
Georgia
$17.5K +$10.2K +213 +140%
HIIFS
287
Harel Insurance Investments & Financial Services
Israel
$17K +$17K +360 New
PGAM
288
Princeton Global Asset Management
New Jersey
$16.8K – – –
IRC
289
Investors Research Corp
Georgia
$16.2K – – –
TAM
290
Tucker Asset Management
Colorado
$16.1K +$2.79K +58 +21%
QC
291
Quent Capital
New York
$15.5K -$484K -10,068 -97%
BCMLT
292
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.1K – – –
NRG
293
Nemes Rush Group
Michigan
$14K +$14K +292 New
RG
294
Retirement Group
California
$13.7K – – –
TRCT
295
Tower Research Capital (TRC)
New York
$13.6K +$13.6K +282 New
PFM
296
Phillips Financial Management
Indiana
$13.5K – – –
SMA
297
Sage Mountain Advisors
Georgia
$13.1K – – –
Toronto Dominion Bank
298
Toronto Dominion Bank
Ontario, Canada
$12.1K +$12.1K +251 New
AWM
299
AllSquare Wealth Management
New York
$12K – – –
SSB
300
Sandy Spring Bank
Maryland
$10.5K +$6.06K +126 +137%
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12
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