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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355M
2
VFA
2
Voya Financial Advisors
Connecticut
$86M
3
MFG
3
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43B
2
MIM
2
MetLife Investment Management
New Jersey
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$266K
4
MNG
4
Manning & Napier Group
New York
$22.9M
5
OCM
5
One Capital Management
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
151
Kingfisher Capital
North Carolina
$1.07M +$60.6K +1,183 +6%
CWMGP
152
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.06M +$1.06M +20,640 New
AWM
153
Apollon Wealth Management
South Carolina
$1.05M -$81.1K -1,583 -7%
NRI
154
NFP Retirement Inc
California
$996K +$996K +19,440 New
HighTower Advisors
155
HighTower Advisors
Illinois
$948K -$5.3M -103,404 -85%
PAG
156
Private Advisor Group
New Jersey
$948K +$148K +2,879 +18%
LSA
157
Lion Street Advisors
Texas
$928K -$3.18K -62 -0.3%
RFG
158
REAP Financial Group
Texas
$917K +$917K +17,897 New
SVWG
159
Shared Vision Wealth Group
United States
$910K +$910K +17,745 New
AWM
160
Alterna Wealth Management
Texas
$885K – – –
BPA
161
Beacon Pointe Advisors
California
$868K +$410K +7,991 +89%
WA
162
Wealthstar Advisors
Texas
$850K -$6.72K -131 -0.8%
PS
163
Principal Securities
Iowa
$845K +$845K +16,488 New
CFA
164
Cahill Financial Advisors
Minnesota
$829K +$9.02K +176 +1%
CA
165
Continuum Advisory
Idaho
$814K -$53.6K -1,044 -6%
BOSSRA
166
B.O.S.S. Retirement Advisors
Utah
$779K -$29.4K -574 -4%
CWM
167
Connecticut Wealth Management
Connecticut
$768K +$8K +156 +1%
FIA
168
Foundations Investment Advisors
Arizona
$764K -$342K -6,659 -31%
RJT
169
Raymond James Trust
Florida
$706K -$59.6K -1,163 -8%
FNC
170
First National Corp
Massachusetts
$703K +$703K +13,711 New
SCM
171
Seascape Capital Management
New Hampshire
$689K -$199K -3,892 -22%
PFG
172
Peterson Financial Group
Iowa
$686K +$66.2K +1,292 +11%
MMA
173
Miracle Mile Advisors
California
$684K – – –
SFA
174
Sequoia Financial Advisors
Ohio
$674K +$674K +13,152 New
RT
175
Rockland Trust
Massachusetts
$673K -$12.9K -252 -2%
5 6
7
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