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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.

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 %
AA
101
Aire Advisors
California
$4.26M +$427K +8,485 +11%
CCA
102
Checchi Capital Advisers
California
$4.2M -$32.2K -641 -0.8%
TWC
103
TD Waterhouse Canada
Ontario, Canada
$4.18M -$6.84K -136 -0.2%
KeyBank National Association
104
KeyBank National Association
Ohio
$3.93M +$257K +5,109 +7%
BCM
105
Beaumont Capital Management
Massachusetts
$3.92M -$92.3K -1,835 -2%
SA
106
Sanctuary Advisors
Indiana
$3.89M -$750K -14,795 -16%
AAS
107
Avantax Advisory Services
Texas
$3.84M -$104K -2,063 -3%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3.74M -$108K -2,142 -3%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$3.74M +$85.9K +1,708 +2%
FC
110
Fjell Capital
North Dakota
$3.71M +$3.71M +73,778 New
AWS
111
Atria Wealth Solutions
New York
$3.67M +$483K +9,609 +15%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$3.52M -$350K -6,966 -9%
VCM
113
Virtue Capital Management
Tennessee
$3.34M +$207K +4,116 +7%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$3.28M -$109K -2,168 -3%
KFS
115
Kelly Financial Services
Massachusetts
$3.08M -$226K -4,486 -7%
HPFG
116
Hart & Patterson Financial Group
Massachusetts
$3.02M +$72.8K +1,448 +2%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$2.96M -$57.6K -1,146 -2%
LPFG
118
Landing Point Financial Group
Ohio
$2.9M +$2.9M +57,682 New
CLOS
119
Compagnie Lombard Odier SCmA
Switzerland
$2.78M +$81.8K +1,627 +3%
SIM
120
Synergy Investment Management
Florida
$2.71M +$2.71M +53,838 New
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$2.45M +$357K +7,110 +17%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$2.37M -$44.1K -876 -2%
CFGF
123
Compass Financial Group (Florida)
Florida
$2.22M +$4.53K +90 +0.2%
Mariner
124
Mariner
Kansas
$2.2M +$104K +2,078 +5%
SIM
125
Stratos Investment Management
Ohio
$2.1M +$1.45M +28,863 +224%
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5
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