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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

102 hedge funds and large institutions have $1.13B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-8
Holders Change %
-7.27%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
43
Reduced
28
Closed
14
Calls
$729K
Puts
$483K
Net Calls
+$246K
Net Calls Change
+$1.56M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$51.7M
2
BlackRock
BlackRock
New York
+$14.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$9.44M
4
Wells Fargo
Wells Fargo
California
+$6.73M
5
MA
MUFG Americas
New York
+$6.43M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$17.4M
3
SS
Simplicity Solutions
Minnesota
-$13.1M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$4.85M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$3.75M – – –
JIR
27
James Investment Research
Ohio
$3.19M -$109K -1,950 -3%
SIA
28
SeaBridge Investment Advisors
New Jersey
$3.05M +$152K +2,700 +5%
Goldman Sachs
29
Goldman Sachs
New York
$2.88M -$194K -3,448 -6%
CFP
30
Cornerstone Financial Partners
North Carolina
$2.41M +$140K +2,488 +6%
CA
31
Cetera Advisors
Colorado
$2.38M +$139K +2,474 +6%
BAC
32
Boys Arnold & Co
North Carolina
$1.9M -$112K -2,000 -6%
CCA
33
Checchi Capital Advisers
California
$1.85M -$18.3K -326 -1%
SCA
34
Snowden Capital Advisors
New York
$1.76M +$59.9K +1,068 +4%
AG
35
Advisor Group
Arizona
$1.42M +$152K +2,710 +12%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.35M +$17.2K +306 +1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.26M +$431K +7,680 +52%
Citadel Advisors
38
Citadel Advisors
Florida
$1.24M +$1.24M +22,022 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.21M -$322K -5,740 -21%
CCM
40
Canal Capital Management
Virginia
$979K +$6.29K +112 +0.6%
RT
41
Rockland Trust
Massachusetts
$903K +$33.7K +600 +4%
US Bancorp
42
US Bancorp
Minnesota
$889K +$95.4K +1,700 +12%
William Blair & Company
43
William Blair & Company
Illinois
$846K +$583K +10,378 +221%
CWM
44
Cornerstone Wealth Management
Missouri
$827K +$92.9K +1,660 +13%
Truist Financial
45
Truist Financial
North Carolina
$806K +$806K +14,370 New
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$718K – – –
Nomura Asset Management
47
Nomura Asset Management
Japan
$673K -$1.9M -33,800 -74%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$671K -$80.6K -1,436 -11%
BAS
49
Brown Advisory Securities
Maryland
$562K -$337 -6 -0.1%
SCG
50
Sonata Capital Group
Washington
$559K +$78.6K +1,400 +16%
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