USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$478M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
4
Jane Street
New York
$29M
5
BFM
5
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
3
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
5
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MCF Advisors
Kentucky
$23.7M +$12.8M +261,456 +118%
M&T Bank
27
M&T Bank
New York
$22.9M +$3.69M +75,050 +19%
MNG
28
Manning & Napier Group
New York
$22.4M -$22.9M – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$21.9M -$1.25M -25,380 -5%
BCM
30
Brookstone Capital Management
Illinois
$21.3M -$2.23M -44,221 -9%
AWE
31
Avidian Wealth Enterprises
Texas
$20.8M -$1.39M -28,222 -6%
BFM
32
Boston Financial Management
Massachusetts
$17.3M +$17.3M +352,581 New
CPO
33
Cerity Partners OCIO
New York
$17.2M -$344K -7,008 -2%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$15.5M +$9.55M +194,512 +162%
TC
35
Trilogy Capital
California
$13.7M -$87.4K -1,780 -0.6%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$13.3M +$1.92M +39,090 +17%
Wells Fargo
37
Wells Fargo
California
$12.6M +$2.91M +59,310 +30%
GWM
38
Geneos Wealth Management
Colorado
$12.5M -$457K -9,307 -4%
LRWA
39
Long Run Wealth Advisors
New York
$12.4M +$814K +16,575 +7%
US Bancorp
40
US Bancorp
Minnesota
$12M +$10M +204,185 +500%
BS
41
Banco Santander
Spain
$11.4M +$135K +2,746 +1%
NW
42
NewEdge Wealth
Pennsylvania
$9.58M -$168K -3,416 -2%
NYLIM
43
New York Life Investment Management
New York
$9.45M +$1.67M +34,078 +22%
MCWS
44
McKinley Carter Wealth Services
West Virginia
$9.4M -$1.11M -22,571 -11%
CCA
45
Checchi Capital Advisers
California
$9.1M -$3.25M -66,201 -26%
DWM
46
Destination Wealth Management
California
$8.98M -$1.27M -25,783 -12%
SSWM
47
Smith Salley Wealth Management
North Carolina
$8.92M +$1.94M +39,477 +28%
SAM
48
Securian Asset Management
Minnesota
$8.74M – – –
1WM
49
1900 Wealth Management
Texas
$6.92M -$209K -4,265 -3%
Osaic Holdings
50
Osaic Holdings
Arizona
$6.81M -$774K -15,749 -10%
1
2
3 4 5