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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$478M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
4
Jane Street
New York
$29M
5
BFM
5
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
3
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
5
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
301
First Heartland Consultants
Missouri
– -$271 -5,652 Closed
WWM
302
Western Wealth Management
Colorado
– -$253K -5,276 Closed
FSC
303
Full Sail Capital
Oklahoma
– -$216K -4,490 Closed
IWA
304
Icon Wealth Advisors
Texas
– -$176K -3,670 Closed
Barclays
305
Barclays
United Kingdom
– -$135K -2,800 Closed
CWA
306
Clearview Wealth Advisors
Oregon
– -$100K -2,085 Closed
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
– -$83K -1,731 Closed
CFO
308
CVA Family Office
Colorado
– -$61K -1,275 Closed
EDRH
309
Edmond de Rothschild Holding
Switzerland
– -$60K -1,240 Closed
CIAS
310
Capital Investment Advisory Services
North Carolina
– -$56K -1,173 Closed
HGERS
311
Householder Group Estate & Retirement Specialist
Arizona
– -$42K -884 Closed
MS
312
Mizuho Securities
Japan
– -$20K -416 Closed
BSSFA
313
Baron Silver Stevens Financial Advisors
Florida
– -$3.99K -388 Closed
Citigroup
314
Citigroup
New York
– -$12K -260 Closed
SSB
315
Sandy Spring Bank
Maryland
– -$10K -210 Closed
SWM
316
Selective Wealth Management
Virginia
– -$8K -163 Closed
WB
317
Webster Bank
Connecticut
– -$8K -162 Closed
OPW
318
Oxler Private Wealth
New York
– -$11.3K -100 Closed
HFS
319
Hantz Financial Services
Michigan
– -$4K -79 Closed
AWM
320
Atticus Wealth Management
Florida
– -$3K -63 Closed
TFS
321
TrustCore Financial Services
Tennessee
– -$2K -37 Closed
S
322
SignatureFD
Georgia
– -$1K -27 Closed
BWA
323
BDO Wealth Advisors
Florida
– -$1K -12 Closed
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