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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$237M
2
BlackRock
2
BlackRock
New York
$357M
3
Bank of America
3
Bank of America
North Carolina
$1.47B
4
Ameriprise
4
Ameriprise
Minnesota
$455M
5
NJBEST
5
New Jersey Better Educational Savings Trust
New Jersey
$35.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
MFG
3
Merit Financial Group
Georgia
$66.9M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$38.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$46.8M +$8.76M +174,489 +23%
LRWA
27
Long Run Wealth Advisors
New York
$45.5M +$4.68M +93,295 +11%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$38.1M -$9.3M -184,198 -20%
AWM
29
AE Wealth Management
Kansas
$36.3M +$2.12M +42,266 +6%
NJBEST
30
New Jersey Better Educational Savings Trust
New Jersey
$35.1M +$35.1M +698,945 New
Goldman Sachs
31
Goldman Sachs
New York
$34.8M +$3.19M +63,584 +10%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$34M +$935K +18,627 +3%
AP
33
Americana Partners
Texas
$33.9M +$5.52M +109,861 +19%
MA
34
MCF Advisors
Kentucky
$31.9M +$734K +14,627 +2%
MLICM
35
Metropolitan Life Insurance Company (MetLife)
New York
$29M – – –
NW
36
NewEdge Wealth
Pennsylvania
$27.5M -$602K -11,984 -2%
RJA
37
Raymond James & Associates
Florida
$26.6M +$44.1K +878 +0.2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$24.6M -$2.14M -42,693 -8%
MNA
39
Manning & Napier Advisors
New York
$24.1M +$24.1M +479,347 New
BFM
40
Boston Financial Management
Massachusetts
$21.6M +$954K +19,007 +5%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.8M -$225K -4,477 -1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$18.5M +$231K +4,607 +1%
OIA
43
OneDigital Investment Advisors
Kansas
$16.4M +$384K +7,644 +2%
SAM
44
Securian Asset Management
Minnesota
$16.2M +$246K +4,900 +2%
SMI
45
Shelter Mutual Insurance
Missouri
$14.6M – – –
SC
46
Saiph Capital
New Jersey
$14M +$139K +2,767 +1%
Cerity Partners
47
Cerity Partners
New York
$13.4M -$2.95M -58,784 -18%
ACM
48
Advisors Capital Management
New Jersey
$13.2M +$1.38M +27,477 +12%
SPIA
49
Steward Partners Investment Advisory
New York
$13M +$659K +13,133 +5%
Wells Fargo
50
Wells Fargo
California
$12.7M -$4.97M -99,045 -28%
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