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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355M
2
VFA
2
Voya Financial Advisors
Connecticut
$86M
3
MFG
3
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43B
2
MIM
2
MetLife Investment Management
New Jersey
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$266K
4
MNG
4
Manning & Napier Group
New York
$22.9M
5
OCM
5
One Capital Management
California
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
76
Crestwood Advisors Group
Massachusetts
$5.3M 103,351 +103,351 New
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$5.16M 100,599 +7,781 +8%
CCA
78
Checchi Capital Advisers
California
$5M 97,618 -41,596 -30%
BC
79
Bartlett & Co
Ohio
$4.81M 93,686 +93,686 New
BCWM
80
Bartlett & Co Wealth Management
Ohio
$4.81M 93,686 +93,686 New
KAS
81
Kestra Advisory Services
Texas
$4.48M 87,331 +12,568 +17%
DJSG
82
D.J. St. Germain
Massachusetts
$4.38M 85,444 +85,444 New
SPC
83
Sigma Planning Corp
Michigan
$4.35M 84,865 +84,865 New
UFA
84
US Financial Advisors
Massachusetts
$4.31M 84,148 +1,825 +2%
PCA
85
Pallas Capital Advisors
Massachusetts
$4.14M 80,754 +17,433 +28%
MI
86
Motiv8 Investments
Florida
$4.1M 80,005 +80,005 New
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$4.1M 79,887 -41,743 -34%
AA
88
Aire Advisors
California
$4M 77,994 -11,526 -13%
TWC
89
TD Waterhouse Canada
Ontario, Canada
$3.94M 77,415 +8,988 +13%
ACP
90
Aveo Capital Partners
Colorado
$3.93M 76,618 -2,549 -3%
EFG
91
Erickson Financial Group
Pennsylvania
$3.83M 74,803 +322 +0.4%
CM
92
Columbus Macro
Pennsylvania
$3.79M 73,944 -304 -0.4%
VCM
93
Virtue Capital Management
Tennessee
$3.78M 74,692 +45,743 +158%
BS
94
Banco Santander
Spain
$3.74M 72,989 -890 -1%
SIA
95
Strategic Investment Advisors
Michigan
$3.68M 71,761 -1,344 -2%
TCPG
96
Trivant Custom Portfolio Group
California
$3.67M 71,626 +903 +1%
IWA
97
IVC Wealth Advisors
Pennsylvania
$3.56M 69,518 -1,661 -2%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$3.55M 69,182 +69,182 New
HPFG
99
Hart & Patterson Financial Group
Massachusetts
$3.43M 67,003 +67,003 New
AI
100
Atria Investments
North Carolina
$3.43M 66,917 -3,059 -4%
2 3
4
5 6