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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 %
IFAM
326
Institutional & Family Asset Management
Colorado
$401 +$401 +8 New
HCP
327
Hexagon Capital Partners
Arkansas
$200 – – –
HWM
328
HighMark Wealth Management
Minnesota
$161 – – –
FGAM
329
Financial Gravity Asset Management
Texas
$1 – – –
Principal Financial Group
330
Principal Financial Group
Iowa
– -$92.6M -1,828,106 Closed
BCM
331
BlueCrest Capital Management
Jersey
– -$4.54M -89,629 Closed
AWMNH
332
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$2.98M -58,756 Closed
SIA
333
Strategic Investment Advisors
Michigan
– -$2.84M -56,088 Closed
EW
334
Enzi Wealth
Texas
– -$1.16M -23,061 Closed
NL
335
NWAM LLC
Washington
– -$913K -18,015 Closed
SWP
336
ShoreHaven Wealth Partners
New Jersey
– -$681K -13,447 Closed
ASN
337
Advisory Services Network
Georgia
– -$597K -11,789 Closed
BWM
338
Birchcreek Wealth Management
Ohio
– -$542K -10,694 Closed
ACM
339
AlphaStar Capital Management
North Carolina
– -$420K -8,283 Closed
AA
340
Advisory Alpha
Michigan
– -$342K -6,749 Closed
AFO
341
Arrowroot Family Office
California
– -$285K -5,630 Closed
Verition Fund Management
342
Verition Fund Management
Connecticut
– -$280K -5,525 Closed
SFS
343
Sowell Financial Services
Arkansas
– -$266K -5,244 Closed
SAM
344
Strategy Asset Managers
California
– -$250K -4,938 Closed
TCM
345
Triumph Capital Management
Colorado
– -$237K -4,678 Closed
WWM
346
WT Wealth Management
Arizona
– -$225K -4,439 Closed
MW
347
Marcum Wealth
Ohio
– -$220K -4,352 Closed
GFP
348
Gryphon Financial Partners
Ohio
– -$217K -4,291 Closed
CW
349
Channel Wealth
California
– -$217K -4,277 Closed
SCA
350
Stonebridge Capital Advisors
Minnesota
– -$108K -2,125 Closed
11 12 13
14
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