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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$478M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
4
Jane Street
New York
$29M
5
BFM
5
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
3
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
5
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Saiph Capital
New Jersey
$6.54M +$4.81M +98,032 +279%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.45M -$130K -2,653 -2%
SMI
53
Shelter Mutual Insurance
Missouri
$6.38M – – –
SEI Investments
54
SEI Investments
Pennsylvania
$6.14M +$215K +4,385 +4%
KAS
55
Kestra Advisory Services
Texas
$5.97M +$2M +40,733 +50%
SW
56
Simplicity Wealth
New Jersey
$5.45M +$5.45M +111,005 New
GWSA
57
Global Wealth Strategies & Associates
Colorado
$5.08M +$5.08M +103,501 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$5.08M -$1.26M -25,742 -20%
PAMS
59
Pictet Asset Management (Switzerland)
Switzerland
$4.96M -$227K -4,620 -4%
TWM
60
Tolleson Wealth Management
Texas
$4.8M -$1.33M -27,012 -22%
Fisher Asset Management
61
Fisher Asset Management
Washington
$4.71M +$1.77M +36,116 +60%
ClearBridge Investments
62
ClearBridge Investments
New York
$4.65M -$448K -9,120 -9%
MFG
63
Merit Financial Group
Georgia
$4.58M +$1.33M +27,060 +41%
SPIA
64
Steward Partners Investment Advisory
New York
$4.26M +$63.4K +1,291 +2%
AT
65
Arden Trust
Delaware
$4.23M -$235K -4,795 -5%
UFA
66
US Financial Advisors
Massachusetts
$3.68M +$3.68M +74,998 New
OIA
67
OneDigital Investment Advisors
Kansas
$3.54M +$3.07M +62,455 +649%
EFG
68
Erickson Financial Group
Pennsylvania
$3.22M +$3.22M +65,632 New
AI
69
Atria Investments
North Carolina
$3.09M +$159K +3,232 +5%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$3.07M +$884K +18,000 +40%
SAG
71
SageView Advisory Group
California
$3.06M +$3.06M +62,277 New
BWM
72
BerganKDV Wealth Management
Minnesota
$3.02M +$211K +4,304 +8%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$2.95M -$1.32M -26,888 -31%
NA
74
NewEdge Advisors
Louisiana
$2.92M -$852K -17,500 -23%
AA
75
Aire Advisors
California
$2.85M -$952K -19,412 -25%
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