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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

119 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
39
Reduced
37
Closed
20
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$572K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$72.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$5.28M
3
SS
Simplicity Solutions
Minnesota
+$4.88M
4
UBS AM
UBS AM
Illinois
+$4.75M
5
AWM
AE Wealth Management
Kansas
+$4.49M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$47.7M
2
Morgan Stanley
Morgan Stanley
New York
-$12.7M
3
Wells Fargo
Wells Fargo
California
-$9.27M
4
MA
MUFG Americas
New York
-$7.32M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$253K +$4.35K +80 +2%
OAM
77
Oxford Asset Management
United Kingdom
$230K +$230K +4,228 New
FA
78
FC Advisory
Pennsylvania
$221K +$1.09K +20 +0.5%
Barclays
79
Barclays
United Kingdom
$217K +$2.18K +40 +1%
PAG
80
Private Advisor Group
New Jersey
$214K +$214K +3,932 New
MBT
81
Monroe Bank & Trust
Michigan
$208K -$19.8K -362 -9%
Comerica Bank
82
Comerica Bank
Texas
$208K +$208K +3,840 New
MCM
83
Mainstay Capital Management
Michigan
$185K – – –
CS
84
Credential Securities
$160K +$27.6K +506 +21%
RWP
85
RWA Wealth Partners
Massachusetts
$125K -$197K -3,626 -61%
CFD
86
Creative Financial Designs
Indiana
$85K – – –
IA
87
IFP Advisors
Florida
$81K – – –
PCG
88
Private Capital Group
Connecticut
$80K +$437 +8 +0.5%
Northern Trust
89
Northern Trust
Illinois
$65K -$7.01K -12,940 -10%
SWM
90
SeaCrest Wealth Management
New York
$55K -$8.17K -150 -13%
WP
91
WealthShield Partners
North Carolina
$51K – – –
CA
92
Crewe Advisors
Utah
$50K – – –
SEI Investments
93
SEI Investments
Pennsylvania
$47K +$4.92K +90 +12%
LFG
94
LifePlan Financial Group
Ohio
$46K +$46K +846 New
EDRH
95
Edmond de Rothschild Holding
Switzerland
$41K -$267K -4,880 -87%
GWM
96
Geneos Wealth Management
Colorado
$41K – – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$33K – – –
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$28K +516 New
MPPLM
99
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$25K – – –
AIM
100
Anchor Investment Management
South Carolina
$24.4K – – –
2 3
4
5 6