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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$136M
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MG
3
Mather Group
Illinois
$52.2M
4
UBS Group
4
UBS Group
Switzerland
$309M
5
Morgan Stanley
5
Morgan Stanley
New York
$203M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
RJA
2
Raymond James & Associates
Florida
$26.9M
3
MNG
3
Manning & Napier Group
New York
$22.2M
4
BlackRock
4
BlackRock
New York
$156M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
151
SageView Advisory Group
California
$690K -$1.11M -22,100 -62%
SCA
152
Snowden Capital Advisors
New York
$675K +$250 +5 +0%
RT
153
Rockland Trust
Massachusetts
$671K – – –
MMA
154
Miracle Mile Advisors
California
$669K – – –
ClearBridge Investments
155
ClearBridge Investments
New York
$653K -$2.95M -58,798 -82%
RF
156
RHS Financial
California
$648K -$483K -9,652 -43%
MWM
157
Maripau Wealth Management
Indiana
$642K -$80.8K -1,613 -11%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$638K -$389K -7,757 -38%
DFA
159
DHK Financial Advisors
New Hampshire
$631K – – –
DCM
160
DGS Capital Management
New Jersey
$626K +$626K +12,505 New
TA
161
TFB Advisors
Kansas
$623K +$119K +2,385 +24%
JPMorgan Chase & Co
162
JPMorgan Chase & Co
New York
$607K +$37K +739 +6%
FWIA
163
Fort Washington Investment Advisors
Ohio
$598K +$598K +11,935 New
Natixis Advisors
164
Natixis Advisors
Massachusetts
$595K +$595K +11,876 New
PFG
165
Peterson Financial Group
Iowa
$588K +$15.2K +304 +3%
MML Investors Services
166
MML Investors Services
Massachusetts
$580K -$21K -419 -3%
SWP
167
Stratos Wealth Partners
Ohio
$559K +$559K +11,150 New
FA
168
FDx Advisors
Illinois
$546K +$325K +6,493 +147%
NAM
169
NTV Asset Management
West Virginia
$538K – – –
WA
170
WBH Advisory
Maryland
$531K -$207K -4,131 -28%
AL
171
ADE LLC
Maryland
$531K -$128K -2,548 -19%
QC
172
Quent Capital
New York
$520K +$507K +10,121 +3,749%
AWM
173
Aprio Wealth Management
Georgia
$504K +$504K +10,055 New
TC
174
TownSquare Capital
Utah
$498K +$173K +3,449 +53%
BCM
175
Brookstone Capital Management
Illinois
$492K -$2.23M -45,459 -82%
5 6
7
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