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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
-$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$105M
2
AssetMark Inc
AssetMark Inc
California
+$90.8M
3
Franklin Resources
Franklin Resources
California
+$88.9M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$53.1M
5
Stifel Financial
Stifel Financial
Missouri
+$45.3M

Top Sellers

1
NW
NewEdge Wealth
Pennsylvania
-$27.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$20.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$11.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$10.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
276
Evergreen Capital Management
Washington
$243K – – –
JIR
277
James Investment Research
Ohio
$239K – – –
LRWM
278
Lord & Richards Wealth Management
Colorado
$239K +$239K +4,746 New
SCG
279
Sonata Capital Group
Washington
$238K – – –
PTC
280
Private Trust Company
Ohio
$232K -$265K -5,274 -53%
MFG
281
Magnus Financial Group
New York
$231K +$231K +4,599 New
FA
282
FSA Advisors
Michigan
$230K +$29.6K +588 +15%
BW
283
Bison Wealth
Georgia
$230K -$11.1K -221 -5%
FFA
284
Farther Finance Advisors
California
$228K -$114K -2,267 -33%
SP
285
Symmetry Partners
Connecticut
$225K +$225K +4,474 New
CCFCSB
286
Cape Cod Five Cents Savings Bank
Massachusetts
$222K – – –
ESB
287
Essex Savings Bank
Connecticut
$217K +$2.87K +57 +1%
WS
288
Wedbush Securities
California
$217K +$217K +4,317 New
MWM
289
Maripau Wealth Management
Indiana
$216K +$216K +4,293 New
SFA
290
Sequoia Financial Advisors
Ohio
$216K -$54.9K -1,092 -20%
KW
291
KWB Wealth
California
$215K -$6.42K -122 -3%
SI
292
Stephens Inc
Arkansas
$215K +$2.41K +48 +1%
GAA
293
Global Assets Advisory
Florida
$214K +$214K +4,262 New
CWP
294
Cyndeo Wealth Partners
Florida
$214K +$13.2K +263 +7%
ACIM
295
Azimuth Capital Investment Management
Michigan
$213K -$4.78K -95 -2%
GWM
296
Geneos Wealth Management
Colorado
$213K -$25.5K -507 -11%
IAS
297
Insigneo Advisory Services
Florida
$210K +$210K +4,176 New
PIA
298
Pinion Investment Advisors
Kansas
$209K +$209K +4,160 New
AC
299
Attessa Capital
Arizona
$209K +$209K +4,150 New
5W
300
5T Wealth
California
$206K +$206K +4,105 New
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