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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

102 hedge funds and large institutions have $1.13B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-8
Holders Change %
-7.27%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
43
Reduced
28
Closed
14
Calls
$729K
Puts
$483K
Net Calls
+$246K
Net Calls Change
+$1.56M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$51.7M
2
BlackRock
BlackRock
New York
+$14.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$9.44M
4
Wells Fargo
Wells Fargo
California
+$6.73M
5
MA
MUFG Americas
New York
+$6.43M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$17.4M
3
SS
Simplicity Solutions
Minnesota
-$13.1M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$4.85M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
76
Creative Financial Designs
Indiana
$96K +$225 +4 +0.2%
WT
77
Whittier Trust
California
$79K +$79K +1,416 New
Northern Trust
78
Northern Trust
Illinois
$78K -$1.75K -3,092 -2%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$55K +$7.7K +136 +16%
BF
80
BOK Financial
Oklahoma
$46K +$46K +820 New
AWMS
81
Advocacy Wealth Management Services
Georgia
$43K -$4.85M -86,232 -99%
GWM
82
Geneos Wealth Management
Colorado
$43K +$8.38K +150 +24%
PG
83
Patten Group
Tennessee
$40K – – –
HIIFS
84
Harel Insurance Investments & Financial Services
Israel
$35K -$1.03M -18,422 -97%
NFG
85
Next Financial Group
Texas
$35K – – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$33K – – –
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33K +$113 +2 +0.3%
SEI Investments
88
SEI Investments
Pennsylvania
$33K +$23.7K +420 +253%
BTIS
89
BB&T Investment Services
North Carolina
$28K +$19K +346 +211%
MCM
90
MV Capital Management
Maryland
$27K – – –
AIM
91
Anchor Investment Management
South Carolina
$25.1K – – –
ST
92
Smithfield Trust
Pennsylvania
$22K – – –
SBL
93
Sargent Bickham Lagudis
Colorado
$16K – – –
WA
94
Winfield Associates
Ohio
$15K – – –
AWM
95
AllSquare Wealth Management
New York
$14K +$14K +250 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$13K – – –
CCM
97
Cribstone Capital Management
Maine
$7K -$163K -2,800 -96%
ASN
98
Advisory Services Network
Georgia
$6K -$4.04K -70 -40%
SPIA
99
Steward Partners Investment Advisory
New York
$5K – – –
PWPCM
100
Perella Weinberg Partners Capital Management
New York
$3.67K – – –
1 2 3
4
5