USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$7.72M -$8.23M -162,507 -52%
Vontobel Holding
52
Vontobel Holding
Switzerland
$7.6M +$7.6M +150,000 New
SSWM
53
Smith Salley Wealth Management
North Carolina
$7.5M -$1.7M -33,519 -18%
SW
54
Simplicity Wealth
New Jersey
$7.19M +$1.56M +30,840 +28%
1WM
55
1900 Wealth Management
Texas
$7.03M +$51.2K +1,032 +0.7%
SEI Investments
56
SEI Investments
Pennsylvania
$6.63M +$291K +5,752 +5%
SMI
57
Shelter Mutual Insurance
Missouri
$6.59M – – –
PAMS
58
Pictet Asset Management (Switzerland)
Switzerland
$5.85M +$735K +14,516 +14%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$5.52M +$280K +5,535 +5%
MFG
60
Merit Financial Group
Georgia
$5.18M +$460K +9,074 +10%
AT
61
Arden Trust
Delaware
$4.7M +$341K +6,737 +8%
SPIA
62
Steward Partners Investment Advisory
New York
$4.67M +$278K +5,485 +6%
TWM
63
Tolleson Wealth Management
Texas
$4.64M -$303K -5,972 -6%
BAAM
64
Baker Avenue Asset Management
California
$4.58M +$4.51M +89,105 +6,365%
BCM
65
BlueCrest Capital Management
Jersey
$4.54M +$4.54M +89,629 New
OIA
66
OneDigital Investment Advisors
Kansas
$4.36M +$710K +14,021 +19%
AA
67
Aire Advisors
California
$4.15M +$1.21M +23,882 +41%
UFA
68
US Financial Advisors
Massachusetts
$4M +$198K +3,900 +5%
ACP
69
Aveo Capital Partners
Colorado
$3.85M +$3.85M +76,059 New
ClearBridge Investments
70
ClearBridge Investments
New York
$3.64M -$1.16M -22,841 -24%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$3.53M +$481K +9,498 +16%
TCPG
72
Trivant Custom Portfolio Group
California
$3.39M +$3.39M +66,979 New
EFG
73
Erickson Financial Group
Pennsylvania
$3.35M +$27.5K +542 +0.8%
CM
74
Columbus Macro
Pennsylvania
$3.13M +$331K +6,552 +12%
BCM
75
Beaumont Capital Management
Massachusetts
$3M +$3M +59,250 New
1 2
3
4 5