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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
326
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$84.8K -1,727 Closed
AIP
327
Ameritas Investment Partners
Nebraska
– -$58K -1,180 Closed
RIA
328
Realta Investment Advisors
Delaware
– -$50.1K -1,020 Closed
TRCT
329
Tower Research Capital (TRC)
New York
– -$45K -911 Closed
BC
330
Bartlett & Co
Ohio
– -$43K -876 Closed
BCWM
331
Bartlett & Co Wealth Management
Ohio
– -$43K -876 Closed
MCC
332
Money Concepts Capital
Florida
– -$33.3K -679 Closed
CT
333
Cambridge Trust
Massachusetts
– -$26K -535 Closed
BFEC
334
Benjamin F. Edwards & Company
Missouri
– -$22K -455 Closed
USCWA
335
U.S. Capital Wealth Advisors
Texas
– -$19.3K -393 Closed
AWM
336
Accurate Wealth Management
Florida
– -$19.6K -389 Closed
LTI
337
Laffer Tengler Investments
Tennessee
– -$18.2K -370 Closed
RFS
338
Retirement Financial Solutions
Tennessee
– -$10.3K -209 Closed
HS
339
Horan Securities
United States
– -$8.84K -180 Closed
TCM
340
Tradewinds Capital Management
Washington
– -$8.55K -174 Closed
RBC
341
Romano Brothers & Co
Illinois
– -$4.76K -97 Closed
ZIG
342
Zullo Investment Group
Pennsylvania
– -$4.52K -92 Closed
AWM
343
Accel Wealth Management
Iowa
– -$4.37K -89 Closed
AWM
344
Abound Wealth Management
Tennessee
– -$2.77K -56 Closed
WA
345
Win Advisors
Florida
– -$1.08K -22 Closed
TCWA
346
Ten Capital Wealth Advisors
Washington
– -$589 -12 Closed
BTI
347
Blue Trust Inc
Georgia
– -$1K -11 Closed
FIM
348
FWL Investment Management
Texas
– -$49 -1 Closed
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