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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
AssetMark Inc
California
$254M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$107M
2
MNG
Manning & Napier Group
New York
$21.8M
3
JFG
Jefferies Financial Group
New York
$0
4
Barclays
Barclays
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
126
Csenge Advisory Group
Florida
$1.25M +$192K +3,984 +18%
VVP
127
Venture Visionary Partners
Ohio
$1.23M -$1.3K -27 -0.1%
FGAM
128
Financial Gravity Asset Management
Texas
$1.16M +$1.1M +198 +1,800%
KPWS
129
Kestra Private Wealth Services
Texas
$1.13M -$154K -3,196 -12%
CCFCSB
130
Cape Cod Five Cents Savings Bank
Massachusetts
$1.12M +$818K +17,020 +272%
AWM
131
Apollon Wealth Management
South Carolina
$1.06M +$146K +3,044 +16%
MSWMA
132
Market Street Wealth Management Advisors
Indiana
$1.05M -$115K -2,394 -10%
FIA
133
Foundations Investment Advisors
Arizona
$1.04M +$120K +2,494 +13%
PIMG
134
Patriot Investment Management Group
Tennessee
$955K +$6.73K +140 +0.7%
FWIA
135
Fort Washington Investment Advisors
Ohio
$945K +$372K +7,730 +65%
KC
136
Kingfisher Capital
North Carolina
$944K -$23.9K -497 -2%
EWA
137
EverSource Wealth Advisors
Alabama
$905K +$163K +3,391 +22%
LSA
138
Lion Street Advisors
Texas
$873K -$120K -2,493 -12%
IWC
139
Integrated Wealth Concepts
Massachusetts
$858K +$65.9K +1,370 +8%
NA
140
NewEdge Advisors
Louisiana
$840K -$160K -3,319 -16%
SCM
141
Seascape Capital Management
New Hampshire
$834K +$529 +11 +0.1%
AWM
142
Alterna Wealth Management
Texas
$830K – – –
PIM
143
Penobscot Investment Management
Massachusetts
$815K +$815K +16,950 New
CA
144
Continuum Advisory
Idaho
$812K +$118K +2,447 +17%
SWP
145
ShoreHaven Wealth Partners
New Jersey
$808K +$808K +16,810 New
WA
146
Wealthstar Advisors
Texas
$804K -$44K -916 -5%
MBT
147
Montecito Bank & Trust
California
$790K -$949K -19,746 -55%
CFA
148
Cahill Financial Advisors
Minnesota
$769K +$60.3K +1,255 +9%
SFS
149
Security Financial Services
Indiana
$762K +$47.2K +982 +7%
BOSSRA
150
B.O.S.S. Retirement Advisors
Utah
$758K +$74.8K +1,555 +11%
4 5
6
7 8