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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$237M
2
BlackRock
2
BlackRock
New York
$357M
3
Bank of America
3
Bank of America
North Carolina
$1.47B
4
Ameriprise
4
Ameriprise
Minnesota
$455M
5
NJBEST
5
New Jersey Better Educational Savings Trust
New Jersey
$35.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
MFG
3
Merit Financial Group
Georgia
$66.9M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$38.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
101
Columbus Macro
Pennsylvania
$3.83M -$2.22K -44 -0.1%
AAS
102
Avantax Advisory Services
Texas
$3.62M +$3.35M +66,813 +1,278%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$3.51M +$436K +8,613 +14%
HPFG
104
Hart & Patterson Financial Group
Massachusetts
$3.4M +$25.5K +508 +0.8%
DAS
105
Diversify Advisory Services
Utah
$3.35M -$18.5K -367 -0.5%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$3.27M -$1.25M -24,929 -28%
VCM
107
Virtue Capital Management
Tennessee
$3.24M +$114K +2,241 +4%
MWM
108
Modern Wealth Management
Kansas
$3.04M +$1.46M +28,983 +92%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$2.96M -$149K -2,969 -5%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$2.82M -$19.6K -391 -0.7%
AWS
111
Atria Wealth Solutions
New York
$2.76M -$319K -6,360 -10%
CLOS
112
Compagnie Lombard Odier SCmA
Switzerland
$2.72M -$625K -12,450 -19%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$2.66M +$11.1K +221 +0.4%
DWM
114
Diversify Wealth Management
Utah
$2.62M +$2.62M +50,867 New
Fisher Asset Management
115
Fisher Asset Management
Washington
$2.6M +$82.9K +1,652 +3%
BS
116
Banco Santander
Spain
$2.52M -$31.3K -624 -1%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$2.4M -$8.59M -171,049 -78%
RL
118
Retireful LLC
Michigan
$2.26M +$2.26M +45,071 New
KeyBank National Association
119
KeyBank National Association
Ohio
$2.25M +$55.1K +1,098 +3%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$2.21M +$33.3K +663 +2%
CFGF
121
Compass Financial Group (Florida)
Florida
$2.14M +$21.6K +428 +1%
CCA
122
Cobblestone Capital Advisors
New York
$2.11M +$154K +3,072 +8%
NRI
123
NFP Retirement Inc
California
$2.11M +$281K +5,602 +15%
Mariner
124
Mariner
Kansas
$2.1M -$36.1K -719 -2%
CFGS
125
Concourse Financial Group Securities
Alabama
$2.08M -$133K -2,644 -6%
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5
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