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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$136M
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MG
3
Mather Group
Illinois
$52.2M
4
UBS Group
4
UBS Group
Switzerland
$309M
5
Morgan Stanley
5
Morgan Stanley
New York
$203M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
RJA
2
Raymond James & Associates
Florida
$26.9M
3
MNG
3
Manning & Napier Group
New York
$22.2M
4
BlackRock
4
BlackRock
New York
$156M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$4.71M +$96.3K +1,922 +2%
AA
77
Aire Advisors
California
$4.35M +$251K +5,015 +6%
CM
78
Columbus Macro
Pennsylvania
$4.24M +$1.14M +22,765 +37%
UFA
79
US Financial Advisors
Massachusetts
$4.04M +$85.9K +1,714 +2%
ACP
80
Aveo Capital Partners
Colorado
$3.88M +$66.7K +1,331 +2%
EFG
81
Erickson Financial Group
Pennsylvania
$3.72M +$405K +8,090 +12%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$3.66M +$900K +17,974 +33%
TWC
83
TD Waterhouse Canada
Ontario, Canada
$3.54M +$906K +18,053 +34%
TCPG
84
Trivant Custom Portfolio Group
California
$3.35M -$6.21K -124 -0.2%
IWA
85
IVC Wealth Advisors
Pennsylvania
$3.33M +$707K +14,105 +27%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$3.28M +$2.72M +54,284 +481%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$3.02M -$463K -9,246 -13%
KAS
88
Kestra Advisory Services
Texas
$2.99M +$81.5K +1,628 +3%
BCM
89
Beaumont Capital Management
Massachusetts
$2.95M -$17.2K -344 -0.6%
AI
90
Atria Investments
North Carolina
$2.84M -$112K -2,240 -4%
AWS
91
Atria Wealth Solutions
New York
$2.78M +$397K +7,926 +17%
FF
92
Fluent Financial
Texas
$2.78M +$93K +1,856 +3%
CFAM
93
Center For Asset Management
Florida
$2.76M -$82.2K -1,642 -3%
CLOS
94
Compagnie Lombard Odier SCmA
Switzerland
$2.72M +$22K +440 +0.8%
Fisher Asset Management
95
Fisher Asset Management
Washington
$2.67M +$107K +2,127 +4%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$2.58M +$342K +6,831 +15%
KeyBank National Association
97
KeyBank National Association
Ohio
$2.54M -$7.11K -142 -0.3%
CFGS
98
Concourse Financial Group Securities
Alabama
$2.5M +$159K +3,174 +7%
DI
99
Diligent Investors
California
$2.5M -$145K -2,894 -5%
GWMIA
100
Global Wealth Management Investment Advisory
Florida
$2.32M -$125K -2,490 -5%
2 3
4
5 6