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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.43B
2
MIM
MetLife Investment Management
New Jersey
$0
3
CAI
Capital Advisors Inc
Oklahoma
$266K
4
MNG
Manning & Napier Group
New York
$22.9M
5
OCM
One Capital Management
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
326
Investors Research Corp
Georgia
$17.3K – – –
RG
327
Retirement Group
California
$14.7K – – –
PFM
328
Phillips Financial Management
Indiana
$14.4K – – –
SMA
329
Sage Mountain Advisors
Georgia
$13.9K – – –
HNB
330
Huntington National Bank
Ohio
$13.6K -$33.6K – –
NRG
331
Nemes Rush Group
Michigan
$13.5K -$1.44K -28 -10%
HPC
332
HM Payson & Co
Maine
$13K +$13K +253 New
AWM
333
AllSquare Wealth Management
New York
$12.8K – – –
MFT
334
Moisand Fitzgerald Tamayo
Florida
$11.5K +$11.5K +225 New
SSB
335
Sandy Spring Bank
Maryland
$11.2K – – –
CAL
336
Capital Analysts LLC
Pennsylvania
$11K +$10.2K +192 +1,280%
HWA
337
HHM Wealth Advisors
Tennessee
$10.5K – – –
Franklin Resources
338
Franklin Resources
California
$10.4K +$10.4K +203 New
Nomura Asset Management
339
Nomura Asset Management
Japan
$10.3K – – –
AA
340
AlphaMark Advisors
Kentucky
$10K -$550 -11 -5%
OAJ
341
Ogorek Anthony Joseph
New York
$10K +$10K +211 New
NCM
342
Northwest Capital Management
Oregon
$9.59K – – –
AF
343
Advisornet Financial
Minnesota
$9.23K +$7.33K +143 +386%
CIA
344
Cape Investment Advisory
Georgia
$8.77K -$9.94K -194 -53%
EWM
345
EPG Wealth Management
Georgia
$8.56K -$1.05K -21 -11%
DWA
346
Delos Wealth Advisors
Texas
$8.51K – – –
CJ
347
Caitlin John
Michigan
$8.46K +$8.46K +165 New
FDCP
348
Foster Dykema Cabot & Partners
Massachusetts
$8.2K +$8.2K +160 New
LFA
349
LGT Financial Advisors
Texas
$7.89K -$46.7K -911 -86%
CTA
350
Colonial Trust Advisors
South Carolina
$7.79K -$32.7K -638 -81%
12 13
14
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