USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

163 hedge funds and large institutions have $3.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
39
Increased
61
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$95.9M
2
Bank of America
Bank of America
North Carolina
+$82.3M
3
UBS Group
UBS Group
Switzerland
+$75.7M
4
MFM
MD Financial Management
Ontario, Canada
+$34.4M
5
BlackRock
BlackRock
New York
+$10.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$49M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$38.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
4
IA
IndexIQ Advisors
New York
-$13.5M
5
Goldman Sachs
Goldman Sachs
New York
-$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
26
Fosun International
China
$8.59M +$8.59M +147,320 New
SAM
27
Securian Asset Management
Minnesota
$7.94M +$192K +3,300 +2%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.78M +$1.2M +20,663 +18%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$6.93M +$35K +600 +0.5%
GWMIA
30
Global Wealth Management Investment Advisory
Florida
$6.37M -$75.1K -1,289 -1%
IA
31
IndexIQ Advisors
New York
$6.3M -$13.5M -231,373 -68%
GWM
32
Geneos Wealth Management
Colorado
$5.23M +$1.42M +24,368 +37%
KeyBank National Association
33
KeyBank National Association
Ohio
$4.52M -$103K -1,765 -2%
MML Investors Services
34
MML Investors Services
Massachusetts
$4.36M -$289K -4,951 -6%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$4.22M -$685K -11,745 -14%
CCA
36
Checchi Capital Advisers
California
$4.06M -$253K -4,348 -6%
SPIA
37
Steward Partners Investment Advisory
New York
$3.91M +$1.44M +24,730 +58%
BCI
38
Brinker Capital Investments
Pennsylvania
$3.9M – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.86M -$283K -4,858 -7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.62M +$53.9K +924 +2%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$3.36M -$207K -3,552 -6%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.21M +$380K +6,515 +13%
Barclays
43
Barclays
United Kingdom
$3.13M +$2.72M +46,584 +653%
EF
44
Empowered Funds
Pennsylvania
$3.11M +$3.11M +53,315 New
DI
45
Diligent Investors
California
$2.93M +$782K +13,415 +36%
B
46
Barings
North Carolina
$2.82M – – –
CFD
47
Creative Financial Designs
Indiana
$2.8M +$529K +9,059 +23%
SIA
48
SeaBridge Investment Advisors
New Jersey
$2.73M +$21.9K +375 +0.8%
Goldman Sachs
49
Goldman Sachs
New York
$2.6M -$6.74M -115,669 -72%
US Bancorp
50
US Bancorp
Minnesota
$2.53M -$10.7K -184 -0.4%
1
2
3 4 5