USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
3
AssetMark Inc
California
$254M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$107M
2
MNG
2
Manning & Napier Group
New York
$21.8M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
Truist Financial
5
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$11.8M +$497K +10,343 +4%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$11.8M +$684K +14,233 +6%
GWM
53
Geneos Wealth Management
Colorado
$11M +$169K +3,524 +2%
CFG
54
Cosner Financial Group
Colorado
$11M +$11M +228,788 New
AT
55
Arden Trust
Delaware
$10.7M +$8.85M +184,143 +489%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$10.6M +$10.1M +209,213 +1,726%
CCMG
57
Clark Capital Management Group
Pennsylvania
$10.6M +$10.6M +221,131 New
DWM
58
Destination Wealth Management
California
$10.3M +$339K +7,043 +3%
NYLIM
59
New York Life Investment Management
New York
$9.71M +$392K +8,145 +4%
US Bancorp
60
US Bancorp
Minnesota
$9.32M -$888K -18,503 -9%
Jane Street
61
Jane Street
New York
$8.75M +$2.26M +47,074 +35%
WCA
62
Westover Capital Advisors
Delaware
$8.17M +$173K +3,607 +2%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$7.74M -$575K -11,954 -7%
SSWM
64
Smith Salley Wealth Management
North Carolina
$7.69M +$147K +3,049 +2%
Vontobel Holding
65
Vontobel Holding
Switzerland
$7.21M – – –
SW
66
Simplicity Wealth
New Jersey
$6.96M +$392K +8,153 +6%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$6.7M +$3.19M +66,311 +91%
CCA
68
Checchi Capital Advisers
California
$6.69M -$1.16M -24,062 -15%
KFG
69
Kingdom Financial Group
Arizona
$5.98M +$349K +7,251 +6%
HighTower Advisors
70
HighTower Advisors
Illinois
$5.86M +$3.84M +79,885 +190%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$5.85M +$317K +6,589 +6%
Comerica Bank
72
Comerica Bank
Texas
$5.72M +$5.72M +118,928 New
MFG
73
Merit Financial Group
Georgia
$5.6M +$148K +3,083 +3%
GMA
74
Glassy Mountain Advisors
Maryland
$5.6M +$732K +15,388 +15%
Pictet Asset Management
75
Pictet Asset Management
Switzerland
$5.42M +$5.42M +112,787 New
1 2
3
4 5