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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
151
Beaumont Financial Advisors
Massachusetts
$303K -$830K -13,380 -73%
CWS
152
Cypress Wealth Services
California
$300K +$300K +4,847 New
MCWS
153
McKinley Carter Wealth Services
West Virginia
$292K +$292K +4,716 New
MIH
154
Meitav Investment House
Israel
$288K +$44.1K +712 +18%
PFS
155
Prospera Financial Services
Texas
$286K +$97.2K +1,569 +51%
AFAS
156
Acorn Financial Advisory Services
Virginia
$281K -$50.7K -818 -15%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$280K +$71.7K +1,158 +34%
CCA
158
Catalyst Capital Advisors
New York
$266K – – –
FNWM
159
Financial Network Wealth Management
Utah
$266K +$266K +4,300 New
JWCA
160
J.W. Cole Advisors
Florida
$257K -$41.5K -670 -14%
TCM
161
Teza Capital Management
Illinois
$250K – – –
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$248K – – –
BRWA
163
B. Riley Wealth Advisors
Florida
$245K -$17.5K -283 -7%
CIAS
164
CFS Investment Advisory Services
New Jersey
$245K +$245K +3,955 New
SWP
165
Stratos Wealth Partners
Ohio
$244K +$19.7K +318 +9%
ACM
166
Azimuth Capital Management
Michigan
$242K +$242K +3,911 New
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$239K +$370 +6 +0.2%
SIC
168
Samalin Investment Counsel
New York
$239K +$239K +3,855 New
CFD
169
Creative Financial Designs
Indiana
$236K -$81.9K -1,321 -26%
NCG
170
Newport Capital Group
New Jersey
$233K +$233K +3,756 New
RJT
171
Raymond James Trust
Florida
$231K +$17.3K +280 +8%
T
172
TRUADVICE
Florida
$230K +$230K +3,749 New
CQS
173
Credential Qtrade Securities
$228K – – –
W
174
WealthOne
New York
$222K -$239K -3,864 -52%
Prudential Financial
175
Prudential Financial
New Jersey
$217K -$84.8K -1,369 -28%
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