USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$136M
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MG
3
Mather Group
Illinois
$52.2M
4
UBS Group
4
UBS Group
Switzerland
$309M
5
Morgan Stanley
5
Morgan Stanley
New York
$203M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
RJA
2
Raymond James & Associates
Florida
$26.9M
3
MNG
3
Manning & Napier Group
New York
$22.2M
4
BlackRock
4
BlackRock
New York
$156M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
51
McKinley Carter Wealth Services
West Virginia
$11.6M +$691K +13,795 +6%
GWM
52
Geneos Wealth Management
Colorado
$11.3M +$3.03M +60,498 +37%
US Bancorp
53
US Bancorp
Minnesota
$10.6M -$1.09M -21,789 -9%
DWM
54
Destination Wealth Management
California
$10.4M +$310K +6,184 +3%
NYLIM
55
New York Life Investment Management
New York
$9.71M +$438K +8,751 +5%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$9.13M +$9.13M +182,322 New
HSBC Holdings
57
HSBC Holdings
United Kingdom
$8.66M +$1.02M +20,461 +13%
WCA
58
Westover Capital Advisors
Delaware
$8.34M -$16K -319 -0.2%
CCA
59
Checchi Capital Advisers
California
$8.18M -$379K -7,573 -4%
SSWM
60
Smith Salley Wealth Management
North Carolina
$7.86M +$442K +8,826 +6%
Vontobel Holding
61
Vontobel Holding
Switzerland
$7.51M – – –
SS
62
Simplicity Solutions
Minnesota
$7.08M +$6.84M +136,608 +2,943%
1WM
63
1900 Wealth Management
Texas
$6.89M -$217K -4,341 -3%
SW
64
Simplicity Wealth
New Jersey
$6.84M -$265K -5,300 -4%
Jane Street
65
Jane Street
New York
$6.76M +$4.03M +80,429 +147%
KFG
66
Kingdom Financial Group
Arizona
$5.87M +$5.87M +117,234 New
PAMS
67
Pictet Asset Management (Switzerland)
Switzerland
$5.8M +$18.3K +365 +0.3%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$5.76M +$309K +6,173 +6%
MFG
69
Merit Financial Group
Georgia
$5.68M +$557K +11,112 +11%
OMC
70
Old Mission Capital
Illinois
$5.59M +$4.02M +80,342 +256%
GMA
71
Glassy Mountain Advisors
Maryland
$5.12M +$5.12M +102,218 New
BAAM
72
Baker Avenue Asset Management
California
$5.11M +$575K +11,482 +13%
QS
73
Quantitative Strategies
California
$4.95M +$4.95M +98,786 New
TF
74
TIAA FSB
Florida
$4.93M +$4.93M +98,515 New
OIA
75
OneDigital Investment Advisors
Kansas
$4.86M +$547K +10,922 +13%
1 2
3
4 5