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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

119 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
39
Reduced
37
Closed
20
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$572K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$72.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$5.28M
3
SS
Simplicity Solutions
Minnesota
+$4.88M
4
UBS AM
UBS AM
Illinois
+$4.75M
5
AWM
AE Wealth Management
Kansas
+$4.49M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$47.7M
2
Morgan Stanley
Morgan Stanley
New York
-$12.7M
3
Wells Fargo
Wells Fargo
California
-$9.27M
4
MA
MUFG Americas
New York
-$7.32M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$3.65M – – –
JIR
27
James Investment Research
Ohio
$3.04M – – –
SIA
28
SeaBridge Investment Advisors
New Jersey
$2.82M -$141K -2,580 -5%
MFW
29
Mosaic Family Wealth
Missouri
$2.69M +$109K +1,992 +4%
BTS
30
BB&T Securities
Virginia
$2.66M +$2.41M +44,258 +965%
Citadel Advisors
31
Citadel Advisors
Florida
$2.07M +$2.07M +37,974 New
CCA
32
Cobblestone Capital Advisors
New York
$1.99M +$719K +13,188 +56%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.9M +$356K +6,528 +23%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.83M +$1.44M +26,400 +367%
AG
35
Advisor Group
Arizona
$1.81M +$405K +7,438 +29%
SCA
36
Snowden Capital Advisors
New York
$1.81M +$45.4K +834 +3%
CCA
37
Checchi Capital Advisers
California
$1.8M – – –
BAC
38
Boys Arnold & Co
North Carolina
$1.75M -$91.6K -1,700 -5%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M +$1.65M +30,224 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$1.64M +$226K +4,146 +16%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.61M +$49.8K +914 +3%
CAN
42
Cetera Advisor Networks
California
$1.59M +$169K +3,096 +12%
WA
43
Wealthstar Advisors
Texas
$1.44M +$1.44M +26,414 New
HIIFS
44
Harel Insurance Investments & Financial Services
Israel
$1.36M +$136K +2,506 +11%
Truist Financial
45
Truist Financial
North Carolina
$1.21M -$56.5K -1,038 -4%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.2M -$2.05M -37,752 -63%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.15M -$125K -2,290 -10%
DG
48
Delek Group
Israel
$1.09M +$389K +7,134 +56%
RT
49
Rockland Trust
Massachusetts
$1.07M +$131K +2,408 +14%
US Bancorp
50
US Bancorp
Minnesota
$1.06M – – –
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