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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
Personal Capital Advisors
California
$478M
2
Principal Financial Group
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
Jane Street
New York
$29M
5
BFM
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Congress Wealth Management
Massachusetts
$455K +$455K +9,263 New
Betterment LLC
152
Betterment LLC
New York
$442K +$442K +9,003 New
VHAM
153
Van Hulzen Asset Management
California
$440K +$119K +2,423 +37%
KPWS
154
Kestra Private Wealth Services
Texas
$430K +$430K +8,763 New
GI
155
Gradient Investments
Minnesota
$424K +$399K +8,131 +1,633%
CA
156
Continuum Advisory
Idaho
$420K -$9.23K -188 -2%
AC
157
ASB Consultores
Florida
$403K +$55.7K +1,135 +16%
FAM
158
Family Asset Management
South Carolina
$400K +$400K +8,144 New
WFAG
159
Wescott Financial Advisory Group
Pennsylvania
$392K +$392K +7,976 New
UCFA
160
United Capital Financial Advisors
Texas
$387K +$387K +7,884 New
NLG
161
New Legacy Group
New York
$373K – – –
BPA
162
Beacon Pointe Advisors
California
$368K +$368K +7,503 New
BWM
163
Birchcreek Wealth Management
Ohio
$357K -$92.4K -1,882 -21%
AA
164
Advisory Alpha
Michigan
$348K +$348K +7,078 New
FIA
165
Foundations Investment Advisors
Arizona
$341K +$110K +2,248 +48%
WP
166
WealthSource Partners
California
$336K -$59.3K -1,208 -15%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$336K +$43.1K +877 +15%
LNC
168
Lincoln National Corp
Pennsylvania
$334K +$11.4K +233 +4%
CCFCSB
169
Cape Cod Five Cents Savings Bank
Massachusetts
$327K -$1.78M -36,207 -84%
PA
170
PFG Advisors
Arizona
$326K -$53.5K -1,090 -14%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$311K +$311K +6,327 New
SCG
172
Sonata Capital Group
Washington
$306K – – –
SIS
173
Sound Income Strategies
Florida
$302K -$10K -204 -3%
GFP
174
Gryphon Financial Partners
Ohio
$279K -$20.8K -423 -7%
JWCA
175
J.W. Cole Advisors
Florida
$273K +$273K +5,559 New
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7
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