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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
Personal Capital Advisors
California
$478M
2
Principal Financial Group
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
Jane Street
New York
$29M
5
BFM
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Maripau Wealth Management
Indiana
$781K -$63.5K -1,239 -8%
LWM
127
Lyell Wealth Management
California
$728K -$248K -5,050 -25%
RT
128
Rockland Trust
Massachusetts
$709K -$64.9K -1,322 -8%
IA
129
IFP Advisors
Florida
$700K -$190K -1,758 -21%
IWC
130
Integrated Wealth Concepts
Massachusetts
$691K +$34.1K +694 +5%
PFG
131
Peterson Financial Group
Iowa
$683K -$67.5K -1,375 -9%
AL
132
ADE LLC
Maryland
$677K -$604K -12,302 -47%
SCA
133
Snowden Capital Advisors
New York
$665K -$797K -16,224 -54%
SCM
134
Seascape Capital Management
New Hampshire
$654K +$654K +13,314 New
MML Investors Services
135
MML Investors Services
Massachusetts
$644K -$124K -2,528 -16%
CA
136
Clearstead Advisors
Ohio
$625K +$624K +12,698 +40,961%
MG
137
Mather Group
Illinois
$625K -$262K -5,338 -30%
Comerica Bank
138
Comerica Bank
Texas
$577K +$223K +4,396 +63%
EWA
139
EverSource Wealth Advisors
Alabama
$542K -$105K -2,148 -16%
BOSSRA
140
B.O.S.S. Retirement Advisors
Utah
$540K +$540K +11,000 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$526K -$13K -264 -2%
ACM
142
AlphaStar Capital Management
North Carolina
$521K -$109K -2,229 -17%
ASN
143
Advisory Services Network
Georgia
$510K -$7.91K -161 -2%
TC
144
Truvestments Capital
Florida
$500K -$61.4K -1,251 -11%
TCM
145
Triumph Capital Management
Colorado
$479K +$479K +9,747 New
TA
146
TFB Advisors
Kansas
$478K +$478K +9,735 New
WWM
147
WT Wealth Management
Arizona
$477K -$2.56M -52,186 -84%
KOC
148
Koss-Olinger Consulting
Florida
$469K -$37K -755 -7%
RJT
149
Raymond James Trust
Florida
$464K -$21.1K -430 -4%
CWM
150
Cahaba Wealth Management
Georgia
$462K +$5.4K +110 +1%
4 5
6
7 8