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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

96 hedge funds and large institutions have $869M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
17
Increased
38
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$93.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$56.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.8M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$34.6M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
JIR
2
James Investment Research
Ohio
$4.29M
3
SB
3
Suntrust Banks
Georgia
$4.14M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$2.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
51
Courier Capital
New York
$648K – – –
MAA
52
Managed Account Advisors
New Jersey
$624K +$512K +9,042 +459%
AIP
53
Ameritas Investment Partners
Nebraska
$578K -$4.53K -80 -0.8%
Barclays
54
Barclays
United Kingdom
$532K -$30K -530 -5%
CAM
55
Concorde Asset Management
Michigan
$524K +$180K +3,182 +53%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$502K +$133K +2,342 +36%
CI
57
Clal Insurance
Israel
$497K – – –
AFG
58
Arkansas Financial Group
Arkansas
$493K -$40.2K -710 -8%
Stifel Financial
59
Stifel Financial
Missouri
$477K +$477K +8,408 New
SCG
60
Sonata Capital Group
Washington
$459K – – –
HH
61
Hilltop Holdings
Texas
$446K +$446K +7,860 New
BJ
62
BlackRock Japan
Japan
$433K -$8.5K -150 -2%
MCM
63
Manchester Capital Management
Vermont
$382K +$382K +6,744 New
MBT
64
Monroe Bank & Trust
Michigan
$328K -$71.1K -1,252 -18%
GI
65
Gradient Investments
Minnesota
$326K -$56.8K -1,000 -15%
BIM
66
BlackRock Investment Management
Delaware
$307K – – –
CCA
67
Checchi Capital Advisers
California
$299K -$15.5K -274 -5%
Citigroup
68
Citigroup
New York
$296K -$25.1K -444 -8%
US Bancorp
69
US Bancorp
Minnesota
$289K +$37.5K +662 +15%
CNB
70
City National Bank
California
$289K +$289K +5,100 New
ICAS
71
Investors Capital Advisory Services
Massachusetts
$274K +$13.9K +246 +5%
MFBTD
72
MB Financial Bank - Trust Department
Illinois
$270K -$27.6K -486 -9%
RT
73
Rockland Trust
Massachusetts
$254K -$24.4K -430 -9%
CAN
74
Cetera Advisor Networks
California
$239K -$19.4K -342 -8%
CS
75
Credit Suisse
Switzerland
$203K +$203K +3,588 New
1 2
3
4 5