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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$355M
2
VFA
Voya Financial Advisors
Connecticut
$86M
3
MFG
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.43B
2
MIM
MetLife Investment Management
New Jersey
$0
3
CAI
Capital Advisors Inc
Oklahoma
$266K
4
MNG
Manning & Napier Group
New York
$22.9M
5
OCM
One Capital Management
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Cobblestone Capital Advisors
New York
$1.72M -$43.6K -850 -2%
QC
127
Quent Capital
New York
$1.72M +$1.7M +33,166 +10,268%
SWP
128
ShoreHaven Wealth Partners
New Jersey
$1.65M +$792K +15,447 +92%
Creative Planning
129
Creative Planning
Kansas
$1.63M -$217K -4,231 -12%
CAG
130
Csenge Advisory Group
Florida
$1.6M +$264K +5,149 +20%
VFA
131
Valeo Financial Advisors
Indiana
$1.54M +$53.1K +1,035 +4%
QFA
132
Quattro Financial Advisors
Texas
$1.43M +$1.43M +51 New
NA
133
NewEdge Advisors
Louisiana
$1.41M +$521K +10,232 +59%
MPW
134
MA Private Wealth
California
$1.35M -$10.7K -209 -0.8%
FAM
135
Family Asset Management
South Carolina
$1.35M +$670K +13,062 +99%
C
136
Croban
Ohio
$1.34M +$1.34M +26,722 New
IWC
137
Integrated Wealth Concepts
Massachusetts
$1.33M +$418K +8,146 +46%
EWA
138
EverSource Wealth Advisors
Alabama
$1.32M +$356K +6,937 +37%
Citadel Advisors
139
Citadel Advisors
Florida
$1.32M +$1.32M +25,740 New
WA
140
WBH Advisory
Maryland
$1.32M +$675K +13,174 +105%
NCFG
141
New Century Financial Group
New Jersey
$1.32M +$1.32M +25,709 New
FWIA
142
Fort Washington Investment Advisors
Ohio
$1.32M +$309K +6,025 +31%
MSWMA
143
Market Street Wealth Management Advisors
Indiana
$1.3M +$182K +3,547 +16%
KPWS
144
Kestra Private Wealth Services
Texas
$1.22M +$15.1K +295 +1%
VVP
145
Venture Visionary Partners
Ohio
$1.2M -$105K -2,052 -8%
PIMG
146
Patriot Investment Management Group
Tennessee
$1.17M +$156K +3,043 +15%
PIM
147
Penobscot Investment Management
Massachusetts
$1.17M +$302K +5,900 +35%
FGAM
148
Financial Gravity Asset Management
Texas
$1.16M – – –
PAS
149
Park Avenue Securities
New York
$1.08M -$639K -12,469 -37%
SWP
150
Stratos Wealth Partners
Ohio
$1.07M +$422K +8,230 +65%
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6
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