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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355M
2
VFA
2
Voya Financial Advisors
Connecticut
$86M
3
MFG
3
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43B
2
MIM
2
MetLife Investment Management
New Jersey
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$266K
4
OCM
4
One Capital Management
California
$14.2M
5
BlackRock
5
BlackRock
New York
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
DZ Bank
301
DZ Bank
Germany
$60.3K 1,183 – –
BTI
302
Blue Trust Inc
Georgia
$52K 1,094 +1,054 +2,635%
IA
303
IFP Advisors
Florida
$47.6K 929 +145 +18%
GI
304
Gradient Investments
Minnesota
$47.1K 919 +869 +1,738%
SIC
305
Salem Investment Counselors
North Carolina
$42.3K 825 – –
SIS
306
Sound Income Strategies
Florida
$41.5K 809 -1,016 -56%
RFG
307
RFP Financial Group
Georgia
$37.1K 723 – –
HGERS
308
Householder Group Estate & Retirement Specialist
Arizona
$36K 718 -22 -3%
NS
309
NBC Securities
Alabama
$36K 706 – –
SWM
310
Spire Wealth Management
Virginia
$35K 690 – –
ICM
311
Islay Capital Management
Texas
$34.5K 674 – –
TAM
312
Tucker Asset Management
Colorado
$30.6K 597 +262 +78%
GIA
313
Goodwin Investment Advisory
Georgia
$30.1K 587 -1,291 -69%
IGWM
314
ICA Group Wealth Management
Colorado
$29.9K 584 +584 New
FHA
315
First Horizon Advisors
Tennessee
$28.8K 561 +8 +1%
FFA
316
Founders Financial Alliance
North Carolina
$24.7K 481 – –
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$24.5K 500 – –
PPC
318
Park Place Capital
Alabama
$23.3K 454 +454 New
AIM
319
Anchor Investment Management
South Carolina
$23K 448 – –
FFL
320
Financial Freedom LLC
Ohio
$22K 428 – –
DFA
321
DHJJ Financial Advisors
Illinois
$20.6K 402 – –
WCM
322
Winthrop Capital Management
Indiana
$20.5K 400 +400 New
SS
323
Sunbelt Securities
Texas
$20.3K 397 +5 +1%
HIIFS
324
Harel Insurance Investments & Financial Services
Israel
$18K 360 – –
PGAM
325
Princeton Global Asset Management
New Jersey
$17.9K 350 – –
11 12
13
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