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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

143 hedge funds and large institutions have $2.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
25
Increased
49
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Suntrust Banks
Georgia
+$75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.2M
3
UBS Group
UBS Group
Switzerland
+$56.4M
4
Ameriprise
Ameriprise
Minnesota
+$39.2M
5
BlackRock
BlackRock
New York
+$32.2M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$21.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
3
AssetMark Inc
AssetMark Inc
California
-$5.49M
4
UBS AM
UBS AM
Illinois
-$3.05M
5
JWM
JGP Wealth Management
Oregon
-$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
26
Global Wealth Management Investment Advisory
Florida
$6.16M +$1.52M +27,482 +33%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.97M -$944K -17,084 -16%
OMC
28
Old Mission Capital
Illinois
$4.78M +$3.03M +54,799 +173%
CCA
29
Checchi Capital Advisers
California
$4.56M -$169K -3,064 -4%
KeyBank National Association
30
KeyBank National Association
Ohio
$4.53M -$1.05M -19,080 -19%
Truist Financial
31
Truist Financial
North Carolina
$4.48M +$2.56M +46,235 +133%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$4.2M -$29.4K -531 -0.7%
UBS AM
33
UBS AM
Illinois
$3.85M -$3.05M -55,219 -44%
BCI
34
Brinker Capital Investments
Pennsylvania
$3.7M – – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.64M -$547K -9,899 -13%
BTS
36
BB&T Securities
Virginia
$3.59M +$944K +17,089 +36%
GWM
37
Geneos Wealth Management
Colorado
$3.29M +$514K +9,297 +19%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.21M +$244K +4,416 +8%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$3.12M +$64.3K +1,163 +2%
SIA
40
SeaBridge Investment Advisors
New Jersey
$2.58M -$9.95K -180 -0.4%
US Bancorp
41
US Bancorp
Minnesota
$2.08M +$9.4K +170 +0.5%
MIAN
42
Mariner Independent Advisor Network
Kansas
$2.03M +$12.1K +221 +0.6%
RT
43
Rockland Trust
Massachusetts
$1.88M -$146K -2,635 -7%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$1.85M – – –
CAN
45
Cetera Advisor Networks
California
$1.8M -$1.09M -19,671 -38%
SCA
46
Snowden Capital Advisors
New York
$1.79M -$148K -2,682 -8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.76M +$10.8K +195 +0.6%
CFD
48
Creative Financial Designs
Indiana
$1.62M +$1.36M +24,629 +526%
WPSG
49
Wealth & Pension Services Group
Georgia
$1.59M – – –
PA
50
PFG Advisors
Arizona
$1.46M +$97.6K +1,765 +7%
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