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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
3
AssetMark Inc
California
$254M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$107M
2
MNG
2
Manning & Napier Group
New York
$21.8M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
Truist Financial
5
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$5.38M +$718K +14,944 +15%
1WM
77
1900 Wealth Management
Texas
$5.34M -$1.27M -26,413 -19%
QS
78
Quantitative Strategies
California
$4.94M +$192K +3,993 +4%
SPIA
79
Steward Partners Investment Advisory
New York
$4.68M +$160K +3,324 +4%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$4.46M +$4.46M +92,818 New
FBB
81
Fulton Breakefield Broenniman
Maryland
$4.42M +$3.74M +77,877 +553%
AA
82
Aire Advisors
California
$4.3M +$125K +2,597 +3%
UFA
83
US Financial Advisors
Massachusetts
$3.96M +$82.2K +1,711 +2%
ACP
84
Aveo Capital Partners
Colorado
$3.81M +$85.4K +1,777 +2%
KAS
85
Kestra Advisory Services
Texas
$3.59M +$726K +15,102 +25%
EFG
86
Erickson Financial Group
Pennsylvania
$3.58M +$10.4K +217 +0.3%
CM
87
Columbus Macro
Pennsylvania
$3.57M -$497K -10,336 -12%
BS
88
Banco Santander
Spain
$3.55M -$11.4M -237,252 -76%
SIA
89
Strategic Investment Advisors
Michigan
$3.51M +$3.51M +73,105 New
IWA
90
IVC Wealth Advisors
Pennsylvania
$3.42M +$225K +4,683 +7%
TCPG
91
Trivant Custom Portfolio Group
California
$3.4M +$186K +3,868 +6%
AI
92
Atria Investments
North Carolina
$3.36M +$639K +13,295 +23%
TWC
93
TD Waterhouse Canada
Ontario, Canada
$3.26M -$98.5K -2,065 -3%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$3.22M +$1.03M +21,511 +47%
CFAM
95
Center For Asset Management
Florida
$3.14M +$497K +10,341 +19%
PCA
96
Pallas Capital Advisors
Massachusetts
$2.98M +$2.98M +63,321 New
WC
97
Waterloo Capital
Texas
$2.97M +$2.97M +61,816 New
BCM
98
Beaumont Capital Management
Massachusetts
$2.89M +$60.6K +1,260 +2%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$2.81M -$95.1K -1,978 -3%
AWS
100
Atria Wealth Solutions
New York
$2.79M +$115K +2,392 +4%
2 3
4
5 6