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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
51
Ratio Wealth Group
Colorado
$6.84M +$6.84M +110,339 New
Verition Fund Management
52
Verition Fund Management
Connecticut
$6.76M +$4.41M +71,167 +188%
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$6.05M +$242K +3,905 +4%
IA
54
IndexIQ Advisors
New York
$5.94M -$1.24M -20,002 -17%
SEI Investments
55
SEI Investments
Pennsylvania
$5.83M +$451K +7,291 +8%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$4.99M +$594K +9,591 +14%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.8M +$3.47M +56,053 +263%
TIAM2
58
Tru Independence Asset Management 2
Oregon
$4.77M +$4.77M +76,932 New
KeyBank National Association
59
KeyBank National Association
Ohio
$4.38M -$234K -3,770 -5%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$4.29M +$718K +11,593 +20%
WWM
61
WT Wealth Management
Arizona
$4.19M -$37.8K -610 -0.9%
BCI
62
Brinker Capital Investments
Pennsylvania
$4.15M – – –
Stifel Financial
63
Stifel Financial
Missouri
$3.82M +$413K +6,657 +12%
CCA
64
Checchi Capital Advisers
California
$3.81M -$97.2K -1,569 -2%
B
65
Barings
North Carolina
$3.8M -$8.28M -133,529 -69%
Nomura Asset Management
66
Nomura Asset Management
Japan
$3.38M -$6.76M -109,100 -67%
SPIA
67
Steward Partners Investment Advisory
New York
$3.37M +$125K +2,013 +4%
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$3.28M +$3.28M +10,000 New
AL
69
ADE LLC
Maryland
$3.17M +$3.17M +51,097 New
VVP
70
Venture Visionary Partners
Ohio
$3.08M +$2.26M +36,483 +274%
DI
71
Diligent Investors
California
$3.06M +$95.6K +1,543 +3%
SIA
72
SeaBridge Investment Advisors
New Jersey
$2.92M -$47.1K -760 -2%
CFGS
73
Concourse Financial Group Securities
Alabama
$2.9M +$1.89M +30,457 +187%
US Bancorp
74
US Bancorp
Minnesota
$2.83M -$3.53M -56,895 -55%
22CM
75
20/20 Capital Management
California
$2.52M +$2.2M +35,992 +677%
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