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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 %
AA
376
Ancora Advisors
Ohio
$666 +$666 +13 New
BNP Paribas Financial Markets
377
BNP Paribas Financial Markets
France
$564 +$564 +11 New
HWM
378
HighMark Wealth Management
Minnesota
$169 – – –
FIM
379
FWL Investment Management
Texas
$51 – – –
VAG
380
VisionPoint Advisory Group
Texas
$14 +$14 +1 New
MIM
381
MetLife Investment Management
New Jersey
– -$33.9M -705,668 Closed
CCMG
382
Clark Capital Management Group
Pennsylvania
– -$10.6M -221,131 Closed
Jane Street
383
Jane Street
New York
– -$8.75M -182,113 Closed
SSWM
384
Smith Salley Wealth Management
North Carolina
– -$7.69M -160,016 Closed
BAAM
385
Baker Avenue Asset Management
California
– -$2.09M -43,426 Closed
SFS
386
Security Financial Services
Indiana
– -$762K -15,853 Closed
WP
387
WealthSource Partners
California
– -$588K -12,227 Closed
Natixis Advisors
388
Natixis Advisors
Massachusetts
– -$489K -10,178 Closed
Prudential Financial
389
Prudential Financial
New Jersey
– -$383K -7,975 Closed
CIBC World Market
390
CIBC World Market
Ontario, Canada
– -$304K -6,320 Closed
HPM
391
Hoxton Planning & Management
West Virginia
– -$291K -6,052 Closed
DA
392
Detalus Advisors
Missouri
– -$261K -5,422 Closed
PIM
393
Provident Investment Management
Michigan
– -$232K -4,820 Closed
SIC
394
SJS Investment Consulting
Ohio
– -$221K -4,607 Closed
SFC
395
Strategic Financial Concepts
Texas
– -$214K -4,445 Closed
MGIA
396
Moneta Group Investment Advisors
Missouri
– -$208K -4,318 Closed
SG
397
StoneX Group
New York
– -$205K -4,270 Closed
CWM
398
Congress Wealth Management
Massachusetts
– -$203K -4,223 Closed
MCA
399
MSH Capital Advisors
Arizona
– -$201K -4,181 Closed
Deutsche Bank
400
Deutsche Bank
Germany
– -$181K -3,770 Closed
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