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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
126
Park Avenue Securities
New York
$982K -$3.9K -77 -0.4%
LSA
127
Lion Street Advisors
Texas
$971K -$47.2K -931 -5%
WA
128
Wealthstar Advisors
Texas
$927K -$15.9K -313 -2%
NL
129
NWAM LLC
Washington
$913K -$268K -5,287 -23%
LWM
130
Lyell Wealth Management
California
$892K +$141K +2,790 +19%
AWM
131
Alterna Wealth Management
Texas
$875K – – –
GSEP
132
Golden State Equity Partners
California
$856K +$856K +16,894 New
DI
133
DFPG Investments
Utah
$792K +$792K +15,624 New
SCM
134
Seascape Capital Management
New Hampshire
$776K +$102K +2,007 +15%
M1FG
135
Mach-1 Financial Group
Arkansas
$760K +$760K +15 New
AWM
136
Apollon Wealth Management
South Carolina
$747K +$747K +14,753 New
WA
137
WBH Advisory
Maryland
$747K +$747K +14,737 New
MWM
138
Maripau Wealth Management
Indiana
$731K -$41.9K -827 -5%
IWC
139
Integrated Wealth Concepts
Massachusetts
$727K +$13.9K +275 +2%
CA
140
Continuum Advisory
Idaho
$692K +$259K +5,115 +60%
SCA
141
Snowden Capital Advisors
New York
$682K -$3.95K -78 -0.6%
SWP
142
ShoreHaven Wealth Partners
New Jersey
$681K +$681K +13,447 New
RT
143
Rockland Trust
Massachusetts
$679K -$52.2K -1,031 -7%
MMA
144
Miracle Mile Advisors
California
$676K +$676K +13,350 New
EWA
145
EverSource Wealth Advisors
Alabama
$669K +$109K +2,160 +20%
AL
146
ADE LLC
Maryland
$666K -$32.4K -639 -5%
Cerity Partners
147
Cerity Partners
New York
$656K +$656K +12,942 New
GT
148
Greenleaf Trust
Michigan
$652K -$639K -12,620 -50%
DFA
149
DHK Financial Advisors
New Hampshire
$638K +$638K +12,589 New
SWA
150
Stratos Wealth Advisors
Ohio
$609K -$346K -6,829 -36%
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