USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

377 hedge funds and large institutions have $9.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
51
Increased
150
Reduced
111
Closed
46
Calls
$264K
Puts
–
Net Calls
+$264K
Net Calls Change
-$3.29M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.25B
2
Ameriprise
2
Ameriprise
Minnesota
$421M
3
BlackRock
3
BlackRock
New York
$291M
4
UBS Group
4
UBS Group
Switzerland
$347M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$33.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$105M
2
Morgan Stanley
2
Morgan Stanley
New York
$134M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.1M
4
AWM
4
AE Wealth Management
Kansas
$34.5M
5
VFA
5
Voya Financial Advisors
Connecticut
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
76
Bartlett & Co Wealth Management
Ohio
$7.05M +$2.29M +45,120 +48%
Comerica Bank
77
Comerica Bank
Texas
$6.54M +$528K +10,398 +9%
Vontobel Holding
78
Vontobel Holding
Switzerland
$6.35M -$1.27M -25,000 -17%
Squarepoint
79
Squarepoint
New York
$6.12M +$6.12M +120,607 New
Jane Street
80
Jane Street
New York
$6.05M +$6.05M +119,200 New
MI
81
Motiv8 Investments
Florida
$5.63M +$1.57M +30,967 +39%
QS
82
Quantitative Strategies
California
$5.41M +$70.5K +1,389 +1%
KAS
83
Kestra Advisory Services
Texas
$4.95M +$517K +10,175 +12%
CCA
84
Checchi Capital Advisers
California
$4.77M -$189K -3,717 -4%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$4.74M -$369K -7,263 -7%
PCA
86
Pallas Capital Advisors
Massachusetts
$4.63M +$535K +10,534 +13%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$4.58M +$1.06M +20,966 +30%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$4.58M +$520K +10,249 +13%
QFA
89
Quattro Financial Advisors
Texas
$4.47M +$4.46M +87,916 +172,384%
UFA
90
US Financial Advisors
Massachusetts
$4.35M +$74.9K +1,475 +2%
BCM
91
Beaumont Capital Management
Massachusetts
$4.26M +$1.17M +22,966 +38%
AFG
92
Atomi Financial Group
New York
$4.21M +$4.21M +83,010 New
ACP
93
Aveo Capital Partners
Colorado
$4.14M +$318K +6,378 +8%
TWC
94
TD Waterhouse Canada
Ontario, Canada
$4.07M +$167K +3,300 +4%
AA
95
Aire Advisors
California
$3.96M -$6.76K -133 -0.2%
CA
96
Cetera Advisors
Colorado
$3.96M +$2.17M +42,831 +122%
SIA
97
Strategic Investment Advisors
Michigan
$3.95M +$311K +6,123 +9%
IWA
98
IVC Wealth Advisors
Pennsylvania
$3.87M +$340K +6,699 +10%
CM
99
Columbus Macro
Pennsylvania
$3.86M +$107K +2,109 +3%
EFG
100
Erickson Financial Group
Pennsylvania
$3.84M +$44K +866 +1%
2 3
4
5 6