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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$141M
2
Bank of America
Bank of America
North Carolina
$1.64B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$179M
4
Ameriprise
Ameriprise
Minnesota
$511M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$712M

Top Sellers

1
BlackRock
BlackRock
New York
$312M
2
MYLI
Meiji Yasuda Life Insurance
Japan
$0
3
SEI Investments
SEI Investments
Pennsylvania
$113M
4
BHB
Bank Hapoalim BM
Israel
$0
5
SFC
Strategic Financial Concepts
Texas
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$2.27M +$92.5K +1,760 +4%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$130K +2,480 +6%
Mariner
128
Mariner
Kansas
$2.19M -$9.68K -184 -0.4%
EWA
129
EverSource Wealth Advisors
Alabama
$2.08M +$336K +6,392 +19%
GWMIA
130
Global Wealth Management Investment Advisory
Florida
$2.08M +$12.2K +232 +0.6%
AWM
131
Arista Wealth Management
Nevada
$1.94M – – –
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$1.9M – – –
FI
133
FWG Investments
Kentucky
$1.85M +$8.2K +156 +0.4%
FWIA
134
Fort Washington Investment Advisors
Ohio
$1.79M +$439K +8,355 +33%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$1.72M -$55.4K -1,054 -3%
CCA
136
Cobblestone Capital Advisors
New York
$1.7M -$508K -9,668 -23%
TPW
137
Transatlantique Private Wealth
New York
$1.66M +$1.66M +31,620 New
BA
138
Bellwether Advisors
Nebraska
$1.65M -$10.9K -208 -0.7%
CAG
139
Csenge Advisory Group
Florida
$1.64M -$48.7K -941 -3%
VFA
140
Valeo Financial Advisors
Indiana
$1.62M +$40.1K +762 +3%
SEIA
141
Signature Estate & Investment Advisors
California
$1.52M +$283K +5,381 +23%
SF
142
Summit Financial
New Jersey
$1.48M -$201K -3,829 -12%
MIA
143
MMBG Investment Advisors
Florida
$1.46M +$1.46M +27,795 New
LIM
144
Leavell Investment Management
Alabama
$1.42M +$1.42M +26,955 New
TWM
145
Tolleson Wealth Management
Texas
$1.41M -$221K -4,209 -14%
GI
146
GLOBALT Investments
Georgia
$1.33M -$33.1K -629 -2%
PIMG
147
Patriot Investment Management Group
Tennessee
$1.31M +$2.1K +40 +0.2%
PAS
148
Park Avenue Securities
New York
$1.3M +$163K +3,107 +14%
VVP
149
Venture Visionary Partners
Ohio
$1.28M +$789 +15 +0.1%
DI
150
Diligent Investors
California
$1.27M -$80.2K -1,526 -6%
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