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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$141M
2
Bank of America
Bank of America
North Carolina
$1.64B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$179M
4
Ameriprise
Ameriprise
Minnesota
$511M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$712M

Top Sellers

1
BlackRock
BlackRock
New York
$312M
2
MYLI
Meiji Yasuda Life Insurance
Japan
$0
3
SEI Investments
SEI Investments
Pennsylvania
$113M
4
BHB
Bank Hapoalim BM
Israel
$0
5
SFC
Strategic Financial Concepts
Texas
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
351
HHM Wealth Advisors
Tennessee
$10.7K – – –
Nomura Asset Management
352
Nomura Asset Management
Japan
$10.5K – – –
CIA
353
Cape Investment Advisory
Georgia
$10.3K +$421 +8 +4%
RIL
354
Rothschild Investment LLC
Illinois
$9.73K +$105 +2 +1%
NRG
355
Nemes Rush Group
Michigan
$9.55K – – –
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$9.1K -$17.2K -327 -65%
RI
357
Ridgewood Investments
New Jersey
$8.99K – – –
EWM
358
EPG Wealth Management
Georgia
$8.99K +$8.99K +171 New
SSB
359
Sandy Spring Bank
Maryland
$8.94K -$3.58K -68 -29%
CIAS
360
CBIZ Investment Advisory Services
Ohio
$8.94K – – –
FFWM
361
Future Financial Wealth Management
Ohio
$8.36K +$8.36K +159 New
CTA
362
Colonial Trust Advisors
South Carolina
$7.99K – – –
BWL
363
Bogart Wealth LLC
Virginia
$6.68K +$4.36K +83 +189%
WB
364
Webster Bank
Connecticut
$6.2K – – –
PS
365
Planned Solutions
California
$5.89K +$5.89K +112 New
SWM
366
Sanctuary Wealth Management
Idaho
$5.36K – – –
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$5.23K -$15.1K -291 -74%
LIS
368
Legacy Investment Solutions
Idaho
$5.13K +$5.13K +101 New
LWMI
369
Legacy Wealth Management (Idaho)
Idaho
$5.13K +$5.13K +101 New
TFGT
370
TS Financial Group (TSFG)
Illinois
$5K +$5K +104 New
RFA
371
Register Financial Advisors
Georgia
$4.89K – – –
NB
372
NBT Bank
New York
$4.45K +$4.45K +118 New
DCM
373
Davis Capital Management
Florida
$3.63K – – –
ME
374
McIlrath & Eck
Washington
$3.05K – – –
WA
375
WestEnd Advisors
North Carolina
$2.94K – – –
13 14
15
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