USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

377 hedge funds and large institutions have $9.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
51
Increased
150
Reduced
111
Closed
46
Calls
$264K
Puts
–
Net Calls
+$264K
Net Calls Change
-$3.29M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.25B
2
Ameriprise
2
Ameriprise
Minnesota
$421M
3
BlackRock
3
BlackRock
New York
$291M
4
UBS Group
4
UBS Group
Switzerland
$347M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$33.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$105M
2
Morgan Stanley
2
Morgan Stanley
New York
$134M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.1M
4
AWM
4
AE Wealth Management
Kansas
$34.5M
5
VFA
5
Voya Financial Advisors
Connecticut
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
151
Venture Visionary Partners
Ohio
$1.2M +$5.59K +110 +0.5%
KPWS
152
Kestra Private Wealth Services
Texas
$1.12M -$83.4K -1,642 -7%
SWP
153
Stratos Wealth Partners
Ohio
$1.12M +$57.9K +1,140 +5%
NCFG
154
New Century Financial Group
New Jersey
$1.08M -$225K -4,425 -17%
PAS
155
Park Avenue Securities
New York
$1.06M -$12.4K -244 -1%
CWMGP
156
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.06M +$7.46K +147 +0.7%
BPA
157
Beacon Pointe Advisors
California
$1.05M +$192K +3,775 +22%
HighTower Advisors
158
HighTower Advisors
Illinois
$1.02M +$81.9K +1,613 +9%
KC
159
Kingfisher Capital
North Carolina
$984K -$73.2K -1,441 -7%
AWM
160
Apollon Wealth Management
South Carolina
$959K -$80.8K -1,592 -8%
PAG
161
Private Advisor Group
New Jersey
$935K -$3.76K -74 -0.4%
LSA
162
Lion Street Advisors
Texas
$928K – – –
PS
163
Principal Securities
Iowa
$925K +$87.8K +1,729 +10%
AWM
164
Alterna Wealth Management
Texas
$877K – – –
WA
165
Wealthstar Advisors
Texas
$840K -$1.93K -38 -0.2%
SAW
166
Signal Advisors Wealth
Michigan
$837K +$254K +5,000 +44%
TA
167
TFB Advisors
Kansas
$820K +$413K +8,358 +101%
CBFP
168
Cedar Brook Financial Partners
Ohio
$819K +$442K +8,708 +117%
RFG
169
REAP Financial Group
Texas
$809K -$99.6K -1,961 -11%
BCM
170
Brookstone Capital Management
Illinois
$784K +$193K +3,794 +33%
FA
171
Financial Avengers
California
$775K +$285K +5,668 +58%
CFA
172
Cahill Financial Advisors
Minnesota
$774K -$46.8K -922 -6%
FSWA
173
Financial Synergies Wealth Advisors
Texas
$756K +$756K +14,887 New
SCM
174
Seascape Capital Management
New Hampshire
$743K +$60.1K +1,183 +9%
CWM
175
Connecticut Wealth Management
Connecticut
$741K -$18.7K -368 -2%
5 6
7
8 9