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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
-$49K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.67B
2
AssetMark Inc
2
AssetMark Inc
California
$392M
3
Franklin Resources
3
Franklin Resources
California
$226M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$734M
5
Stifel Financial
5
Stifel Financial
Missouri
$214M

Top Sellers

1
NW
1
NewEdge Wealth
Pennsylvania
$326K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.42M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$77.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
51
D.J. St. Germain
Massachusetts
$13.9M +$2.23M +44,368 +19%
Osaic Holdings
52
Osaic Holdings
Arizona
$13.4M +$2.14M +42,570 +19%
Jane Street
53
Jane Street
New York
$13.2M +$7.43M +147,845 +128%
SC
54
Saiph Capital
New Jersey
$13.2M -$183K -3,643 -1%
RSWM
55
Robertson Stephens Wealth Management
California
$13.2M -$4.84M -96,241 -27%
OCM
56
One Capital Management
California
$13M -$3.68M -73,117 -22%
Cerity Partners
57
Cerity Partners
New York
$12.6M -$206K -4,105 -2%
NYLIM
58
New York Life Investment Management
New York
$12M +$1.07M +21,283 +10%
DWM
59
Destination Wealth Management
California
$11.9M +$140K +2,786 +1%
SPIA
60
Steward Partners Investment Advisory
New York
$11.7M -$1.43M -28,447 -11%
CFG
61
Cosner Financial Group
Colorado
$11.7M +$946K +18,815 +9%
TC
62
Trilogy Capital
California
$11.3M -$1.12M -22,216 -9%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$11.1M +$994K +19,777 +10%
WCA
64
Westover Capital Advisors
Delaware
$11.1M -$7.14M -142,058 -39%
PPWP
65
Premier Path Wealth Partners
New Jersey
$10.8M +$374K +7,436 +4%
PCA
66
Pallas Capital Advisors
Massachusetts
$10.4M +$72K +1,432 +0.7%
KFG
67
Kingdom Financial Group
Arizona
$10.2M -$527K -10,481 -5%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$9.93M +$555K +11,047 +6%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$9.73M -$2.11M -42,059 -18%
GMA
70
Glassy Mountain Advisors
Maryland
$9.54M +$801K +15,931 +9%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$8.64M +$1.36M +27,052 +19%
TCPG
72
Trivant Custom Portfolio Group
California
$8.18M +$128K +2,542 +2%
KDA
73
Kraft Davis & Associates
Missouri
$8.09M -$1.6M -31,742 -16%
WC
74
Waterloo Capital
Texas
$7.54M +$334K +6,647 +5%
US Bancorp
75
US Bancorp
Minnesota
$7.16M -$689K -13,713 -9%
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