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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

86 hedge funds and large institutions have $5.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
11
Increased
27
Reduced
37
Closed
5
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
-$789K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$25.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$18.5M
3
ECM
3
ETrade Capital Management
Virginia
$121M
4
Barclays
4
Barclays
United Kingdom
$894K
5
Charles Schwab
5
Charles Schwab
California
$9.89M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$1.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.83M
3
NMIS
3
Northwestern Mutual Investment Services
Wisconsin
$17K
4
SCM
4
Saba Capital Management
New York
$0
5
JIR
5
James Investment Research
Ohio
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$403K -$96.9K -1,754 -19%
GI
52
Gradient Investments
Minnesota
$399K -$33.8K -612 -8%
MBT
53
Monroe Bank & Trust
Michigan
$350K -$83K -1,500 -19%
CCA
54
Checchi Capital Advisers
California
$315K +$4.86K +88 +2%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$300K +$300K +5,420 New
Citigroup
56
Citigroup
New York
$286K +$48.2K +872 +20%
BA
57
Boston Advisors
Massachusetts
$276K – – –
ICAS
58
Investors Capital Advisory Services
Massachusetts
$254K +$254K +4,598 New
RT
59
Rockland Trust
Massachusetts
$241K – – –
US Bancorp
60
US Bancorp
Minnesota
$229K -$15.2K -276 -6%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$225K +$190K +3,422 +538%
IA
62
IndexIQ Advisors
New York
$220K +$1.77K +32 +0.8%
MMLI
63
Massachusetts Mutual Life Insurance
Massachusetts
$215K -$37.3K -676 -15%
CAN
64
Cetera Advisor Networks
California
$213K +$213K +3,832 New
AIM
65
AMI Investment Management
Indiana
$206K +$206K +3,784 New
NFG
66
Next Financial Group
Texas
$204K +$204K +3,684 New
KT
67
Kanaly Trust
Texas
$170K +$3.76K +68 +2%
Northern Trust
68
Northern Trust
Illinois
$134K -$23.7K -43,056 -15%
DADC
69
D.A. Davidson & Co
Montana
$119K -$5.75K -104 -5%
ST
70
Stifel Trust
Missouri
$111K -$50K -900 -31%
MFS
71
MSI Financial Services
Massachusetts
$102K -$54.8K -988 -35%
PAG
72
Private Advisor Group
New Jersey
$94K +$94K +1,696 New
MAA
73
Managed Account Advisors
New Jersey
$75K +$4.85K +88 +7%
1IC
74
1919 Investment Counsel
Maryland
$62K -$11.2K -200 -15%
W
75
Wealthfront
California
$36K +$36K +646 New
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