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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
+$101M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42M
4
Ameriprise
Ameriprise
Minnesota
+$33.3M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$30.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$62.2M
2
MYLI
Meiji Yasuda Life Insurance
Japan
-$53.8M
3
SEI Investments
SEI Investments
Pennsylvania
-$39.9M
4
BHB
Bank Hapoalim BM
Israel
-$12.1M
5
SFC
Strategic Financial Concepts
Texas
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
401
Old Mission Capital
Illinois
– -$1.93M -38,425 Closed
Betterment LLC
402
Betterment LLC
New York
– -$1.39M -27,604 Closed
GSEP
403
Golden State Equity Partners
California
– -$1.11M -22,140 Closed
SWP
404
Stratos Wealth Partners
Ohio
– -$1.1M -21,894 Closed
FF
405
Fluent Financial
Texas
– -$760K -15,133 Closed
FTUS
406
Flow Traders U.S.
New York
– -$723K -14,398 Closed
CWM
407
Connecticut Wealth Management
Connecticut
– -$703K -13,996 Closed
FNC
408
First National Corp
Massachusetts
– -$664K -13,221 Closed
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
– -$444K -8,835 Closed
MWM
410
Maripau Wealth Management
Indiana
– -$261K -5,198 Closed
FAM
411
Formidable Asset Management
Ohio
– -$255K -5,075 Closed
SAI
412
Savvy Advisors Inc
New York
– -$255K -5,069 Closed
EWA
413
EP Wealth Advisors
California
– -$253K -5,041 Closed
MPW
414
MA Private Wealth
California
– -$249K -4,953 Closed
Pathstone Holdings
415
Pathstone Holdings
New Jersey
– -$243K -4,843 Closed
FPCP
416
Fort Point Capital Partners
California
– -$240K -4,788 Closed
VC
417
Veery Capital
Delaware
– -$221K -4,406 Closed
FWI
418
Facet Wealth Inc
Maryland
– -$223K -4,379 Closed
QPWM
419
Quadrant Private Wealth Management
Pennsylvania
– -$208K -4,142 Closed
MFG
420
Magnus Financial Group
New York
– -$206K -4,109 Closed
PFP
421
Pinnacle Financial Partners
Tennessee
– -$200K -3,993 Closed
IAIM
422
International Assets Investment Management
Florida
– -$164K -3,269 Closed
LIA
423
Lynx Investment Advisory
District of Columbia
– -$140K -2,779 Closed
RWMG
424
Redwood Wealth Management Group
New Jersey
– -$80.3K -1,600 Closed
TWP
425
Triad Wealth Partners
Kansas
– -$55.9K -1,114 Closed
14 15 16
17
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