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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$608K -$55.6K -1,098 -8%
MG
152
Mather Group
Illinois
$603K -$41K -809 -6%
ASN
153
Advisory Services Network
Georgia
$597K +$71.5K +1,411 +14%
BOSSRA
154
B.O.S.S. Retirement Advisors
Utah
$590K +$33.1K +653 +6%
PFG
155
Peterson Financial Group
Iowa
$580K -$125K -2,458 -18%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$577K -$1.01M -19,937 -64%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$571K +$302K +5,957 +112%
NAM
158
NTV Asset Management
West Virginia
$544K +$544K +10,736 New
BWM
159
Birchcreek Wealth Management
Ohio
$542K +$174K +3,433 +47%
TA
160
TFB Advisors
Kansas
$510K +$16.4K +324 +3%
RJT
161
Raymond James Trust
Florida
$491K +$12.4K +245 +3%
HF
162
HRT Financial
New York
$490K +$490K +9,674 New
KOC
163
Koss-Olinger Consulting
Florida
$484K – – –
CWM
164
Cahaba Wealth Management
Georgia
$480K +$2.94K +58 +0.6%
PAG
165
Private Advisor Group
New Jersey
$478K -$77.6K -1,532 -14%
VHAM
166
Van Hulzen Asset Management
California
$452K -$2.08K -41 -0.5%
TC
167
Truvestments Capital
Florida
$435K -$80.7K -1,593 -16%
HighTower Advisors
168
HighTower Advisors
Illinois
$420K +$420K +8,301 New
ACM
169
AlphaStar Capital Management
North Carolina
$420K -$118K -2,331 -22%
FAM
170
Family Asset Management
South Carolina
$409K -$3.7K -73 -0.9%
WFAG
171
Wescott Financial Advisory Group
Pennsylvania
$407K +$2.48K +49 +0.6%
Betterment LLC
172
Betterment LLC
New York
$406K -$49.5K -979 -11%
AC
173
ASB Consultores
Florida
$404K -$11K -217 -3%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$399K +$78K +1,540 +24%
BPA
175
Beacon Pointe Advisors
California
$393K +$12.5K +247 +3%
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