USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
-$49K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.67B
2
AssetMark Inc
2
AssetMark Inc
California
$392M
3
Franklin Resources
3
Franklin Resources
California
$226M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$734M
5
Stifel Financial
5
Stifel Financial
Missouri
$214M

Top Sellers

1
NW
1
NewEdge Wealth
Pennsylvania
$326K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.42M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$77.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$52.2M +$3.4M +67,571 +7%
LRWA
27
Long Run Wealth Advisors
New York
$49.9M +$1.64M +32,569 +3%
VFA
28
Voya Financial Advisors
Connecticut
$49.1M -$415K -8,250 -0.8%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$41.3M -$1.98M -39,393 -5%
AWM
30
AE Wealth Management
Kansas
$39.7M +$750K +14,909 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$37.6M +$1.06M +20,988 +3%
MA
32
MCF Advisors
Kentucky
$37.2M +$3.91M +77,705 +12%
NJBEST
33
New Jersey Better Educational Savings Trust
New Jersey
$35.1M – – –
AP
34
Americana Partners
Texas
$32.7M +$52.9K +1,053 +0.2%
Raymond James Financial
35
Raymond James Financial
Florida
$30M +$30M +597,047 New
MLICM
36
Metropolitan Life Insurance Company (MetLife)
New York
$29.1M – – –
Goldman Sachs
37
Goldman Sachs
New York
$28.9M -$419K -8,334 -1%
KIM
38
Kestra Investment Management
Texas
$25.4M +$3.33M +66,178 +15%
BFM
39
Boston Financial Management
Massachusetts
$25.4M +$821K +16,326 +3%
SCVTA
40
Santa Clara Valley Transportation Authority
California
$22.2M – – –
MNA
41
Manning & Napier Advisors
New York
$21.4M -$2.92M -58,153 -12%
CAG
42
Crestwood Advisors Group
Massachusetts
$20.5M +$6.01M +119,598 +42%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.4M -$401K -7,984 -2%
BEC
44
Blue Edge Capital
Virginia
$18.2M -$361K -7,176 -2%
OIA
45
OneDigital Investment Advisors
Kansas
$17.7M +$678K +13,475 +4%
SAM
46
Securian Asset Management
Minnesota
$16.4M +$161K +3,200 +1%
ACM
47
Advisors Capital Management
New Jersey
$15.3M +$1.47M +29,200 +11%
Wells Fargo
48
Wells Fargo
California
$15.1M +$1.12M +22,319 +8%
SMI
49
Shelter Mutual Insurance
Missouri
$14.3M – – –
FBB
50
Fulton Breakefield Broenniman
Maryland
$14.1M +$2.15M +42,780 +18%
1
2
3 4 5