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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
AssetMark Inc
California
$254M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$107M
2
MNG
Manning & Napier Group
New York
$21.8M
3
JFG
Jefferies Financial Group
New York
$0
4
Barclays
Barclays
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Advisornet Financial
Minnesota
$1.78K – – –
CIAS
327
Capital Investment Advisory Services
North Carolina
$1.54K – – –
FCAS
328
First Command Advisory Services
Texas
$1.49K +$1.49K +31 New
VWM
329
Venturi Wealth Management
Texas
$1.11K – – –
CAL
330
Capital Analysts LLC
Pennsylvania
$1K +$1K +15 New
HIA
331
Harbor Investment Advisory
Maryland
$913 – – –
LFG
332
Larson Financial Group
Missouri
$721 – – –
FPFS
333
First Personal Financial Services
North Carolina
$625 – – –
BWS
334
Buck Wealth Strategies
Colorado
$208 +$208 +4 New
HCP
335
Hexagon Capital Partners
Arkansas
$192 – – –
HWM
336
HighMark Wealth Management
Minnesota
$156 – – –
FIM
337
FWL Investment Management
Texas
$48 +$48 +1 New
JFG
338
Jefferies Financial Group
New York
– -$18.6M -371,498 Closed
Barclays
339
Barclays
United Kingdom
– -$18M -358,934 Closed
Susquehanna International Group
340
Susquehanna International Group
Pennsylvania
– -$9.13M -182,322 Closed
OMC
341
Old Mission Capital
Illinois
– -$5.59M -111,688 Closed
PG
342
Prostatis Group
Maryland
– -$65K -55,493 Closed
Citadel Advisors
343
Citadel Advisors
Florida
– -$1.73M -34,608 Closed
DCM
344
DGS Capital Management
New Jersey
– -$626K -12,505 Closed
TA
345
TFB Advisors
Kansas
– -$623K -12,444 Closed
IDA
346
Intelligence Driven Advisers
California
– -$474K -9,647 Closed
ANTB
347
AMG National Trust Bank
Colorado
– -$401K -8,000 Closed
LNWWM
348
Laird Norton Wetherby Wealth Management
California
– -$346K -6,899 Closed
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
– -$318K -6,340 Closed
WB
350
WesBanco Bank
West Virginia
– -$285K -5,696 Closed
11 12 13
14
15