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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$237M
2
BlackRock
BlackRock
New York
$357M
3
Bank of America
Bank of America
North Carolina
$1.47B
4
Ameriprise
Ameriprise
Minnesota
$455M
5
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$35.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
MFG
Merit Financial Group
Georgia
$66.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$38.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
401
Robertson Stephens Wealth Management
California
– -$460K -9,070 Closed
ARC
402
Advisor Resource Council
Texas
– -$450K -8,774 Closed
CW
403
CreativeOne Wealth
Kansas
– -$433K -8,528 Closed
VAS
404
Vestmark Advisory Solutions
Massachusetts
– -$412K -8,107 Closed
WWS
405
Wellington Wealth Strategies
Indiana
– -$288K -5,675 Closed
LA
406
Lane & Associates
New Jersey
– -$286K -5,642 Closed
RF
407
RHS Financial
California
– -$282K -5,546 Closed
RA
408
RFG Advisory
Alabama
– -$276K -5,437 Closed
BRWA
409
B. Riley Wealth Advisors
Florida
– -$246K -5,111 Closed
FPAS
410
Focus Partners Advisor Solutions
Missouri
– -$245K -4,821 Closed
SCG
411
Sonata Capital Group
Washington
– -$240K -4,725 Closed
DC
412
Davenport & Co
Virginia
– -$235K -4,638 Closed
FMP
413
Financial Management Professionals
Texas
– -$226K -4,456 Closed
CWS
414
Cypress Wealth Services
California
– -$221K -4,362 Closed
IWM
415
Iams Wealth Management
Nebraska
– -$218K -4,338 Closed
GFG
416
Goldstone Financial Group
Illinois
– -$214K -4,220 Closed
PCS
417
Private Client Services
Kentucky
– -$207K -4,083 Closed
Qube Research & Technologies (QRT)
418
Qube Research & Technologies (QRT)
United Kingdom
– -$162K -3,184 Closed
Barclays
419
Barclays
United Kingdom
– -$71K -1,400 Closed
PAM
420
Palisade Asset Management
Minnesota
– -$41.9K -826 Closed
GGI
421
Godsey & Gibb Inc
Virginia
– -$15.2K -300 Closed
PFM
422
Phillips Financial Management
Indiana
– -$14.2K -280 Closed
BL
423
Balentine LLC
Georgia
– -$13.5K -266 Closed
HPC
424
HM Payson & Co
Maine
– -$12.8K -253 Closed
HWP
425
Highline Wealth Partners
California
– -$12.5K -246 Closed
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