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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$32.5M +$3.49M +68,900 +12%
Goldman Sachs
27
Goldman Sachs
New York
$30.9M +$3.42M +67,528 +12%
MA
28
MCF Advisors
Kentucky
$25.7M +$1.23M +24,230 +5%
M&T Bank
29
M&T Bank
New York
$25.3M +$1.67M +32,898 +7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$24M +$1.39M +27,507 +6%
MNG
31
Manning & Napier Group
New York
$23.2M -$22.4M – –
AWE
32
Avidian Wealth Enterprises
Texas
$23.1M +$1.67M +33,000 +8%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.4M +$14.7M +290,254 +221%
BFM
34
Boston Financial Management
Massachusetts
$19.4M +$1.54M +30,404 +9%
SAM
35
Securian Asset Management
Minnesota
$15.3M +$6.31M +124,530 +70%
LRWA
36
Long Run Wealth Advisors
New York
$14.4M +$1.54M +30,352 +12%
TC
37
Trilogy Capital
California
$13.6M -$520K -10,274 -4%
US Bancorp
38
US Bancorp
Minnesota
$11.9M -$538K -10,624 -4%
MCWS
39
McKinley Carter Wealth Services
West Virginia
$11M +$1.32M +26,054 +14%
Osaic Holdings
40
Osaic Holdings
Arizona
$11M +$3.97M +78,450 +57%
OCM
41
One Capital Management
California
$10.6M +$10.6M +208,498 New
NW
42
NewEdge Wealth
Pennsylvania
$10.5M +$641K +12,657 +6%
Wells Fargo
43
Wells Fargo
California
$10.5M -$2.5M -49,282 -19%
DWM
44
Destination Wealth Management
California
$10.2M +$917K +18,105 +10%
SC
45
Saiph Capital
New Jersey
$10.1M +$3.4M +67,091 +50%
BS
46
Banco Santander
Spain
$9.43M -$2.35M -46,447 -20%
NYLIM
47
New York Life Investment Management
New York
$9.38M -$372K -7,342 -4%
CCA
48
Checchi Capital Advisers
California
$8.66M -$730K -14,410 -8%
WCA
49
Westover Capital Advisors
Delaware
$8.45M +$8.45M +166,751 New
GWM
50
Geneos Wealth Management
Colorado
$8.36M -$4.51M -88,939 -35%
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