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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
-$49K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.67B
2
AssetMark Inc
2
AssetMark Inc
California
$392M
3
Franklin Resources
3
Franklin Resources
California
$226M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$734M
5
Stifel Financial
5
Stifel Financial
Missouri
$214M

Top Sellers

1
NW
1
NewEdge Wealth
Pennsylvania
$326K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.42M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$77.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$6.93M +$260K +5,170 +4%
HBS
77
Howard Bailey Securities
Indiana
$6.62M +$237K +4,717 +4%
SIA
78
Strategic Investment Advisors
Michigan
$6.32M +$1.98M +39,418 +46%
Vontobel Holding
79
Vontobel Holding
Switzerland
$6.29M – – –
M&T Bank
80
M&T Bank
New York
$6.22M -$2.7M -53,637 -30%
SPC
81
Sigma Planning Corp
Michigan
$6.02M +$125K +2,483 +2%
KAS
82
Kestra Advisory Services
Texas
$5.66M +$1.03M +20,464 +22%
MI
83
Motiv8 Investments
Florida
$5.55M -$697K -13,860 -11%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$5.5M -$10.3M -204,903 -65%
CFAM
85
Center For Asset Management
Florida
$5.47M +$1.13M +22,526 +26%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$5.4M +$3.75M +74,632 +228%
DWM
87
Diversify Wealth Management
Utah
$5.39M +$1.76M +35,272 +48%
NRI
88
NFP Retirement Inc
California
$5.38M +$1.91M +37,941 +55%
UFA
89
US Financial Advisors
Massachusetts
$5.33M +$91.2K +1,813 +2%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$5.32M +$26.8K +533 +0.5%
BS
91
Banco Santander
Spain
$5.3M +$1.58M +31,329 +42%
Citadel Advisors
92
Citadel Advisors
Florida
$5.24M +$5.24M +104,227 New
MWM
93
Modern Wealth Management
Kansas
$5.21M +$1.33M +26,411 +34%
CM
94
Columbus Macro
Pennsylvania
$5.01M +$1.06M +20,989 +27%
QS
95
Quantitative Strategies
California
$4.84M -$5.93K -118 -0.1%
ACP
96
Aveo Capital Partners
Colorado
$4.77M +$386K +7,683 +9%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$4.42M -$20.1M -400,196 -82%
IWA
98
IVC Wealth Advisors
Pennsylvania
$4.4M +$196K +3,889 +5%
DAS
99
Diversify Advisory Services
Utah
$4.38M +$225K +4,521 +5%
EFG
100
Erickson Financial Group
Pennsylvania
$4.31M +$53.4K +1,063 +1%
2 3
4
5 6