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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

127 hedge funds and large institutions have $1.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+25
Holders Change %
+24.51%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
33
Increased
38
Reduced
30
Closed
8
Calls
$975K
Puts
–
Net Calls
+$975K
Net Calls Change
+$729K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$47.2M
2
AssetMark Inc
AssetMark Inc
California
+$41.1M
3
SS
Simplicity Solutions
Minnesota
+$20.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$11.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.61M

Top Sellers

1
BlackRock
BlackRock
New York
-$180M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.75M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.69M
5
CFP
Cornerstone Financial Partners
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$3.75M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.36M -$1.23M -21,876 -27%
JIR
28
James Investment Research
Ohio
$3.12M -$64.4K -1,150 -2%
SIA
29
SeaBridge Investment Advisors
New Jersey
$3.04M -$6.72K -120 -0.2%
PWPCM
30
Perella Weinberg Partners Capital Management
New York
$2.74M -$923K -16,484 -25%
MFW
31
Mosaic Family Wealth
Missouri
$2.65M +$2.65M +47,360 New
CA
32
Cetera Advisors
Colorado
$2.34M -$30.5K -544 -1%
Goldman Sachs
33
Goldman Sachs
New York
$2.25M -$625K -11,164 -22%
ACP
34
Aveo Capital Partners
Colorado
$1.96M +$1.96M +34,980 New
BAC
35
Boys Arnold & Co
North Carolina
$1.92M +$14K +250 +0.7%
CCA
36
Checchi Capital Advisers
California
$1.85M -$1.01K -18 -0.1%
SCA
37
Snowden Capital Advisors
New York
$1.81M +$56K +1,000 +3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.6M +$393K +7,008 +32%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.59M +$331K +5,906 +26%
CAN
40
Cetera Advisor Networks
California
$1.47M +$1.47M +26,148 New
MIAN
41
Mariner Independent Advisor Network
Kansas
$1.45M +$1.45M +25,954 New
AG
42
Advisor Group
Arizona
$1.44M +$27K +482 +2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.31M -$39.8K -710 -3%
CCA
44
Cobblestone Capital Advisors
New York
$1.31M +$1.31M +23,356 New
Truist Financial
45
Truist Financial
North Carolina
$1.3M +$495K +8,830 +61%
HIIFS
46
Harel Insurance Investments & Financial Services
Israel
$1.26M +$1.22M +21,890 +3,486%
BCM
47
Bluefin Capital Management
New York
$1.26M +$1.26M +22,470 New
US Bancorp
48
US Bancorp
Minnesota
$1.09M +$202K +3,610 +23%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$1.05M +$707K +12,608 +204%
PA
50
PFG Advisors
Arizona
$1.03M +$1.03M +18,294 New
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