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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
OCM
4
One Capital Management
California
$14.2M
5
BlackRock
5
BlackRock
New York
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
CFAM
101
Center For Asset Management
Florida
$3.41M 66,551 +1,149 +2%
TWM
102
Tolleson Wealth Management
Texas
$3.18M 62,113 +13,414 +28%
CLOS
103
Compagnie Lombard Odier SCmA
Switzerland
$3.16M 61,530 +7,100 +13%
BCM
104
Beaumont Capital Management
Massachusetts
$3.12M 60,877 +711 +1%
1WM
105
1900 Wealth Management
Texas
$3M 58,469 -52,639 -47%
FF
106
Fluent Financial
Texas
$2.86M 55,857 +1,151 +2%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$2.86M 55,834 +6,664 +14%
AWS
108
Atria Wealth Solutions
New York
$2.83M 55,278 -2,688 -5%
DI
109
DFPG Investments
Utah
$2.74M 53,763 +3,308 +7%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$2.57M 50,045 -62,742 -56%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$2.53M 49,333 -9,075 -16%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$2.47M 48,048 +6,062 +14%
Fisher Asset Management
113
Fisher Asset Management
Washington
$2.45M 47,830 -7,132 -13%
KeyBank National Association
114
KeyBank National Association
Ohio
$2.37M 46,279 -2,667 -5%
CFGS
115
Concourse Financial Group Securities
Alabama
$2.31M 44,990 -4,026 -8%
SL
116
SWMG LLC
Texas
$2.29M 44,766 -531 -1%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$2.26M 44,097 -977 -2%
CFGF
118
Compass Financial Group (Florida)
Florida
$2.16M 42,073 +42,073 New
GWMIA
119
Global Wealth Management Investment Advisory
Florida
$2.08M 40,667 -5,444 -12%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$1.97M 38,385 -1,298 -3%
Mariner
121
Mariner
Kansas
$1.96M 38,307 +4,099 +12%
DI
122
Diligent Investors
California
$1.83M 35,614 -7,027 -16%
CA
123
Cetera Advisors
Colorado
$1.8M 35,122 +3,819 +12%
BA
124
Bellwether Advisors
Nebraska
$1.78M 34,681 -889 -2%
FI
125
FWG Investments
Kentucky
$1.76M 34,380 +34,380 New
3 4
5
6 7