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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$141M
2
Bank of America
2
Bank of America
North Carolina
$1.64B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$179M
4
Ameriprise
4
Ameriprise
Minnesota
$511M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$712M

Top Sellers

1
BlackRock
1
BlackRock
New York
$312M
2
MYLI
2
Meiji Yasuda Life Insurance
Japan
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
SFC
5
Strategic Financial Concepts
Texas
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
51
Crestwood Advisors Group
Massachusetts
$15.1M +$4.45M +84,561 +42%
Wells Fargo
52
Wells Fargo
California
$14.6M +$1.33M +25,245 +10%
SMI
53
Shelter Mutual Insurance
Missouri
$14.6M -$315K -6,170 -2%
ACM
54
Advisors Capital Management
New Jersey
$14.5M +$610K +11,606 +4%
SC
55
Saiph Capital
New Jersey
$14M -$684K -13,006 -5%
SPIA
56
Steward Partners Investment Advisory
New York
$13.8M +$114K +2,172 +0.8%
Cerity Partners
57
Cerity Partners
New York
$13.4M -$733K -13,933 -5%
TC
58
Trilogy Capital
California
$13M +$500K +9,515 +4%
FBB
59
Fulton Breakefield Broenniman
Maryland
$12.5M +$906K +17,224 +8%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$12.4M -$7.02M -133,596 -36%
DWM
61
Destination Wealth Management
California
$12.3M +$158K +3,012 +1%
DJSG
62
D.J. St. Germain
Massachusetts
$12.2M +$1.35M +25,706 +12%
Osaic Holdings
63
Osaic Holdings
Arizona
$11.8M +$3.89K +74 +0%
NYLIM
64
New York Life Investment Management
New York
$11.5M +$92.6K +1,758 +0.8%
CFG
65
Cosner Financial Group
Colorado
$11.3M +$178K +3,379 +2%
KFG
66
Kingdom Financial Group
Arizona
$11.2M -$86.2K -1,639 -0.8%
PPWP
67
Premier Path Wealth Partners
New Jersey
$10.9M +$728K +13,849 +7%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$10.6M +$1.94M +36,838 +22%
PCA
69
Pallas Capital Advisors
Massachusetts
$10.5M +$5.43M +105,760 +106%
NA
70
NewEdge Advisors
Louisiana
$10.1M +$1.24M +23,586 +14%
KDA
71
Kraft Davis & Associates
Missouri
$9.84M +$9.27M +181,625 +1,633%
MCWS
72
McKinley Carter Wealth Services
West Virginia
$9.8M +$186K +3,535 +2%
M&T Bank
73
M&T Bank
New York
$9.32M -$1.5M -28,468 -14%
GMA
74
Glassy Mountain Advisors
Maryland
$9.14M +$249K +4,736 +3%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$8.75M +$3.25M +61,810 +59%
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