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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 %
TCPG
101
Trivant Custom Portfolio Group
California
$3.83M +$193K +3,808 +5%
CFAM
102
Center For Asset Management
Florida
$3.71M +$328K +6,466 +10%
HPFG
103
Hart & Patterson Financial Group
Massachusetts
$3.42M +$15.3K +301 +0.4%
CLOS
104
Compagnie Lombard Odier SCmA
Switzerland
$3.38M +$258K +5,090 +8%
DAS
105
Diversify Advisory Services
Utah
$3.35M +$3.35M +66,807 New
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$3.15M -$7.02M -138,309 -69%
AWS
107
Atria Wealth Solutions
New York
$3.11M +$307K +6,041 +11%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$3.09M +$646K +12,707 +26%
VCM
109
Virtue Capital Management
Tennessee
$3.06M -$656K -13,179 -18%
FF
110
Fluent Financial
Texas
$2.95M +$112K +2,201 +4%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$2.87M +$34.6K +681 +1%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$2.68M -$21.5M -424,197 -89%
BS
113
Banco Santander
Spain
$2.58M -$1.13M -22,160 -30%
Fisher Asset Management
114
Fisher Asset Management
Washington
$2.54M +$115K +2,261 +5%
OMC
115
Old Mission Capital
Illinois
$2.42M +$2.42M +47,691 New
CFGS
116
Concourse Financial Group Securities
Alabama
$2.24M -$46.4K -913 -2%
KeyBank National Association
117
KeyBank National Association
Ohio
$2.22M -$128K -2,531 -5%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$2.2M -$300K -5,916 -12%
Mariner
119
Mariner
Kansas
$2.16M +$212K +4,181 +11%
CFGF
120
Compass Financial Group (Florida)
Florida
$2.13M -$7.57K -149 -0.4%
GWMIA
121
Global Wealth Management Investment Advisory
Florida
$1.99M -$75.7K -1,491 -4%
CCA
122
Cobblestone Capital Advisors
New York
$1.98M +$276K +5,431 +16%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.95M +$2.54K +50 +0.1%
NRI
124
NFP Retirement Inc
California
$1.85M +$865K +17,030 +88%
CAG
125
Csenge Advisory Group
Florida
$1.72M +$138K +2,726 +9%
3 4
5
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