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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$237M
2
BlackRock
BlackRock
New York
$357M
3
Bank of America
Bank of America
North Carolina
$1.47B
4
Ameriprise
Ameriprise
Minnesota
$455M
5
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$35.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
MFG
Merit Financial Group
Georgia
$66.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$38.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$1.16M +$239K +4,764 +26%
FAM
152
Family Asset Management
South Carolina
$1.14M -$64.5K -1,285 -5%
KPWS
153
Kestra Private Wealth Services
Texas
$1.13M +$15.9K +316 +1%
GSEP
154
Golden State Equity Partners
California
$1.11M +$1.11M +22,140 New
SWP
155
Stratos Wealth Partners
Ohio
$1.1M -$8.84K -176 -0.8%
LSA
156
Lion Street Advisors
Texas
$1.09M +$182K +3,634 +20%
PAS
157
Park Avenue Securities
New York
$1.09M +$35.7K +711 +3%
SWP
158
ShoreHaven Wealth Partners
New Jersey
$1.08M -$467K -9,301 -30%
NCFG
159
New Century Financial Group
New Jersey
$1.06M -$4.57K -91 -0.4%
CWMGP
160
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.06M +$11.7K +233 +1%
FTS
161
Fifth Third Securities
Ohio
$1.05M -$176K -3,512 -14%
KC
162
Kingfisher Capital
North Carolina
$997K +$23.8K +474 +2%
Creative Planning
163
Creative Planning
Kansas
$990K -$660K -13,147 -40%
AFG
164
Atomi Financial Group
New York
$980K -$3.19M -63,487 -76%
PS
165
Principal Securities
Iowa
$929K +$14.2K +283 +2%
BCG
166
Breakwater Capital Group
New Jersey
$925K +$925K +18,423 New
FSWA
167
Financial Synergies Wealth Advisors
Texas
$922K +$174K +3,474 +23%
FA
168
Financial Avengers
California
$842K +$67.2K +1,338 +9%
BCM
169
Brookstone Capital Management
Illinois
$842K +$54.2K +1,062 +7%
AI
170
Atria Investments
North Carolina
$840K +$840K +16,734 New
TA
171
TFB Advisors
Kansas
$838K +$4.57K +91 +0.5%
HighTower Advisors
172
HighTower Advisors
Illinois
$826K -$185K -3,677 -18%
AWM
173
Apollon Wealth Management
South Carolina
$801K -$147K -2,927 -16%
CFA
174
Cahill Financial Advisors
Minnesota
$771K +$5.22K +104 +0.7%
AWA
175
Arete Wealth Advisors
Illinois
$761K +$72K +1,434 +10%
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