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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355M
2
VFA
2
Voya Financial Advisors
Connecticut
$86M
3
MFG
3
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43B
2
MIM
2
MetLife Investment Management
New Jersey
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$266K
4
OCM
4
One Capital Management
California
$14.2M
5
BlackRock
5
BlackRock
New York
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$14.2M 277,380 -325,545 -54%
TC
52
Trilogy Capital
California
$14M 272,963 +8,328 +3%
SC
53
Saiph Capital
New Jersey
$13.8M 269,730 +5,635 +2%
BHB
54
Bank Hapoalim BM
Israel
$12.3M 255,000 – –
SPIA
55
Steward Partners Investment Advisory
New York
$12.2M 237,054 +139,636 +143%
MCWS
56
McKinley Carter Wealth Services
West Virginia
$12.1M 235,672 -9,849 -4%
AT
57
Arden Trust
Delaware
$11.9M 232,559 +10,741 +5%
Wells Fargo
58
Wells Fargo
California
$11.8M 230,971 -14,676 -6%
CFG
59
Cosner Financial Group
Colorado
$11.7M 227,698 -1,090 -0.5%
NYLIM
60
New York Life Investment Management
New York
$10.6M 206,126 +4,113 +2%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$10.4M 203,159 +42,245 +26%
DWM
62
Destination Wealth Management
California
$10.4M 202,231 -11,969 -6%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$10.3M 200,296 +133,367 +199%
US Bancorp
64
US Bancorp
Minnesota
$9.74M 190,062 -4,033 -2%
WCA
65
Westover Capital Advisors
Delaware
$8.4M 163,878 -6,161 -4%
GMA
66
Glassy Mountain Advisors
Maryland
$8.24M 160,827 +43,221 +37%
Vontobel Holding
67
Vontobel Holding
Switzerland
$7.69M 150,000 – –
SW
68
Simplicity Wealth
New Jersey
$7.28M 142,055 -2,643 -2%
FBB
69
Fulton Breakefield Broenniman
Maryland
$7.07M 138,018 +46,055 +50%
GWM
70
Geneos Wealth Management
Colorado
$6.92M 134,976 -94,124 -41%
KFG
71
Kingdom Financial Group
Arizona
$6.11M 119,267 -5,218 -4%
Comerica Bank
72
Comerica Bank
Texas
$6.07M 118,322 -606 -0.5%
WC
73
Waterloo Capital
Texas
$5.88M 114,759 +52,943 +86%
QS
74
Quantitative Strategies
California
$5.39M 105,201 +2,422 +2%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$5.35M 104,283 -35,126 -25%
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