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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
AssetMark Inc
California
$254M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$107M
2
MNG
Manning & Napier Group
New York
$21.8M
3
JFG
Jefferies Financial Group
New York
$0
4
Barclays
Barclays
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$751K +$314K +6,533 +72%
RJT
152
Raymond James Trust
Florida
$718K +$1.54K +32 +0.2%
CWM
153
Connecticut Wealth Management
Connecticut
$712K +$712K +14,817 New
DFA
154
DHK Financial Advisors
New Hampshire
$674K +$69.2K +1,440 +11%
RT
155
Rockland Trust
Massachusetts
$643K -$1.01K -21 -0.2%
MMA
156
Miracle Mile Advisors
California
$642K – – –
FAM
157
Family Asset Management
South Carolina
$637K +$345K +7,171 +118%
CA
158
Clearstead Advisors
Ohio
$616K +$614K +12,766 +22,796%
SWP
159
Stratos Wealth Partners
Ohio
$611K +$74.5K +1,550 +14%
MML Investors Services
160
MML Investors Services
Massachusetts
$606K +$48.6K +1,010 +9%
WA
161
WBH Advisory
Maryland
$603K +$92.7K +1,929 +18%
SWA
162
Stratos Wealth Advisors
Ohio
$591K -$75.3K -1,567 -11%
SCA
163
Snowden Capital Advisors
New York
$589K -$58.3K -1,212 -9%
MWM
164
Maripau Wealth Management
Indiana
$588K -$27.9K -581 -5%
WP
165
WealthSource Partners
California
$588K +$284K +5,918 +94%
PFG
166
Peterson Financial Group
Iowa
$581K +$16.5K +343 +3%
OLVIG
167
Oliver Lagore Vanvalin Investment Group
Michigan
$561K -$969K -20,150 -63%
SAG
168
SageView Advisory Group
California
$558K -$104K -2,154 -16%
FA
169
FDx Advisors
Illinois
$524K -$433 -9 -0.1%
NAM
170
NTV Asset Management
West Virginia
$516K – – –
AL
171
ADE LLC
Maryland
$489K -$20.1K -418 -4%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$489K -$81.6K -1,698 -14%
LWM
173
Lyell Wealth Management
California
$486K -$302K -6,290 -38%
GT
174
Greenleaf Trust
Michigan
$484K -$197K -4,088 -29%
ClearBridge Investments
175
ClearBridge Investments
New York
$482K -$145K -3,021 -23%
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