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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$136M
2
Bank of America
Bank of America
North Carolina
$1.44B
3
MG
Mather Group
Illinois
$52.2M
4
UBS Group
UBS Group
Switzerland
$309M
5
Morgan Stanley
Morgan Stanley
New York
$203M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$0
2
RJA
Raymond James & Associates
Florida
$26.9M
3
MNG
Manning & Napier Group
New York
$22.2M
4
BlackRock
BlackRock
New York
$156M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
301
PayPay Securities
Japan
$8.22K -$2.3K -46 -22%
OC
302
Oakworth Capital
Alabama
$8.11K +$8.11K +162 New
CIA
303
Cape Investment Advisory
Georgia
$7.61K +$7.61K +152 New
VF
304
VitalStone Financial
Texas
$7K +$7K +138 New
LFA
305
LGT Financial Advisors
Texas
$6.31K +$6.31K +126 New
RIA
306
Realta Investment Advisors
Delaware
$6.01K +$6.01K +120 New
HT
307
Headlands Technologies
Illinois
$4.71K -$28.3K -566 -86%
SSB
308
Sandy Spring Bank
Maryland
$4.61K +$4.61K +92 New
GEA
309
Glen Eagle Advisors
New Jersey
$4.28K -$41.8K -840 -91%
RFA
310
Register Financial Advisors
Georgia
$3.61K – – –
NMG
311
New Millennium Group
Utah
$3.56K -$4.42K -88 -55%
BBHC
312
Brown Brothers Harriman & Co
New York
$3.51K – – –
CFFP
313
Center for Financial Planning
Michigan
$3.26K +$3.26K +65 New
FA
314
Fiduciary Alliance
South Carolina
$3.01K +$3.01K +60 New
CA
315
Clearstead Advisors
Ohio
$2.81K – – –
KFI
316
Key Financial Inc
Pennsylvania
$2.3K – – –
BTI
317
Blue Trust Inc
Georgia
$2K +$2K +39 New
AF
318
Advisornet Financial
Minnesota
$1.85K +$1.85K +37 New
CIAS
319
Capital Investment Advisory Services
North Carolina
$1.6K – – –
VWM
320
Venturi Wealth Management
Texas
$1.15K – – –
EWM
321
Endurance Wealth Management
Rhode Island
$1K – – –
ADL
322
Asset Dedication LLC
California
$1K – – –
HIA
323
Harbor Investment Advisory
Maryland
$952 – – –
LFG
324
Larson Financial Group
Missouri
$751 -$4.31K -86 -85%
FPFS
325
First Personal Financial Services
North Carolina
$652 -$16.1K -321 -96%
11 12
13
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