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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
126
Park Avenue Securities
New York
$483K -$18.3K -296 -4%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$468K +$29.3K +480 +7%
NL
128
NWAM LLC
Washington
$468K +$468K +7,552 New
ACM
129
AlphaStar Capital Management
North Carolina
$457K +$53K +864 +13%
FHC
130
First Heartland Consultants
Missouri
$436K -$36.4K -588 -8%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$432K +$432K +6,979 New
SCG
132
Sonata Capital Group
Washington
$422K – – –
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$421K +$421K +6,786 New
Renaissance Technologies
134
Renaissance Technologies
New York
$403K +$403K +6,500 New
LNC
135
Lincoln National Corp
Pennsylvania
$400K +$3.59K +58 +0.9%
CA
136
Cetera Advisors
Colorado
$385K +$18.6K +300 +5%
WP
137
WealthPLAN Partners
Nebraska
$384K -$4.09K -67 -1%
GSEP
138
Golden State Equity Partners
California
$372K +$372K +6,019 New
FCA
139
FinTrust Capital Advisors
South Carolina
$362K – – –
FSC
140
Full Sail Capital
Oklahoma
$362K – – –
SF
141
Synovus Financial
Georgia
$358K – – –
Fisher Asset Management
142
Fisher Asset Management
Washington
$358K +$141K +2,270 +65%
SCM
143
Southport Capital Management
Tennessee
$349K +$27.6K +445 +9%
EWA
144
EP Wealth Advisors
California
$347K +$347K +5,592 New
CAM
145
Caprin Asset Management
Virginia
$341K – – –
IA
146
IFP Advisors
Florida
$339K -$13.6K -220 -4%
OWA
147
One Wealth Advisors
California
$333K -$67.5K -1,089 -17%
MG
148
Mather Group
Illinois
$322K +$322K +5,188 New
CCFCSB
149
Cape Cod Five Cents Savings Bank
Massachusetts
$317K +$18.5K +299 +6%
VC
150
Vicus Capital
Pennsylvania
$316K -$15.6K -252 -5%
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