USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

93 hedge funds and large institutions have $549M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
32
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$16.7M
2
AssetMark Inc
2
AssetMark Inc
California
$24.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
ECM
5
ETrade Capital Management
Virginia
$126M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12M
3
JIR
3
James Investment Research
Ohio
$4.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BCM
5
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
51
Clal Insurance
Israel
$492K +$492K +8,772 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$479K +$70.7K +1,264 +17%
SCG
53
Sonata Capital Group
Washington
$452K +$452K +8,090 New
BJ
54
BlackRock Japan
Japan
$435K -$51.5K -922 -11%
MBT
55
Monroe Bank & Trust
Michigan
$393K +$39.2K +700 +11%
GI
56
Gradient Investments
Minnesota
$377K -$26.7K -478 -7%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$364K +$61K +1,092 +20%
CAM
58
Concorde Asset Management
Michigan
$339K +$339K +6,056 New
VKH
59
Virtu KCG Holdings
New York
$328K -$260K -4,654 -44%
Citigroup
60
Citigroup
New York
$317K +$28.4K +508 +10%
CCA
61
Checchi Capital Advisers
California
$310K -$8.71K -156 -3%
BIM
62
BlackRock Investment Management
Delaware
$303K +$303K +5,424 New
MFBTD
63
MB Financial Bank - Trust Department
Illinois
$293K -$374K -6,696 -56%
RT
64
Rockland Trust
Massachusetts
$275K +$30.8K +550 +13%
SCM
65
Saba Capital Management
New York
$260K +$260K +4,644 New
ICAS
66
Investors Capital Advisory Services
Massachusetts
$257K – – –
CAN
67
Cetera Advisor Networks
California
$255K +$40.2K +718 +19%
US Bancorp
68
US Bancorp
Minnesota
$248K +$15.9K +284 +7%
AIM
69
AMI Investment Management
Indiana
$206K – – –
FWCM
70
First Western Capital Management
California
$205K +$205K +3,658 New
KT
71
Kanaly Trust
Texas
$169K -$2.57K -46 -1%
LNB
72
Ledyard National Bank
$145K +$134K +2,400 +1,200%
Northern Trust
73
Northern Trust
Illinois
$136K +$415 +744 +0.3%
DADC
74
D.A. Davidson & Co
Montana
$120K – – –
MAA
75
Managed Account Advisors
New Jersey
$110K +$33.9K +606 +44%
1 2
3
4 5