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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$141M
2
Bank of America
Bank of America
North Carolina
$1.64B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$179M
4
Ameriprise
Ameriprise
Minnesota
$511M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$712M

Top Sellers

1
BlackRock
BlackRock
New York
$312M
2
MYLI
Meiji Yasuda Life Insurance
Japan
$0
3
SEI Investments
SEI Investments
Pennsylvania
$113M
4
BHB
Bank Hapoalim BM
Israel
$0
5
SFC
Strategic Financial Concepts
Texas
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
WBH Advisory
Maryland
$1.26M -$13.8K -263 -1%
AIA
152
Acute Investment Advisory
Arizona
$1.22M +$1.22M +23,203 New
AWA
153
Arete Wealth Advisors
Illinois
$1.22M +$419K +7,971 +53%
FAM
154
Family Asset Management
South Carolina
$1.18M -$16.5K -313 -1%
FIA
155
Foundations Investment Advisors
Arizona
$1.18M +$486K +9,234 +70%
P
156
&Partners
Tennessee
$1.17M +$1.17M +22,343 New
KPWS
157
Kestra Private Wealth Services
Texas
$1.16M -$20.2K -385 -2%
LSA
158
Lion Street Advisors
Texas
$1.14M – – –
Fisher Asset Management
159
Fisher Asset Management
Washington
$1.1M -$1.62M -30,854 -60%
IWC
160
Integrated Wealth Concepts
Massachusetts
$1.07M -$190K -3,620 -15%
PIM
161
Penobscot Investment Management
Massachusetts
$1.07M -$407K -7,748 -28%
NCFG
162
New Century Financial Group
New Jersey
$1.06M -$58.6K -1,114 -5%
FA
163
Financial Avengers
California
$1.04M +$154K +2,938 +18%
PAG
164
Private Advisor Group
New Jersey
$1.02M -$200K -3,809 -16%
CS
165
Capital Square
Tennessee
$976K +$976K +18,555 New
KC
166
Kingfisher Capital
North Carolina
$972K -$72.1K -1,371 -7%
FSWA
167
Financial Synergies Wealth Advisors
Texas
$969K +$3.1K +59 +0.3%
SFS
168
Sowell Financial Services
Arkansas
$957K +$957K +18,205 New
BCM
169
Brookstone Capital Management
Illinois
$953K +$85.1K +1,618 +10%
Squarepoint
170
Squarepoint
New York
$939K -$998K -18,980 -52%
PS
171
Principal Securities
Iowa
$937K -$35.3K -671 -4%
UAG
172
United Advisor Group
Ohio
$913K +$913K +17,370 New
TA
173
TFB Advisors
Kansas
$900K +$22.3K +424 +3%
Creative Planning
174
Creative Planning
Kansas
$855K -$181K -3,450 -18%
BCG
175
Breakwater Capital Group
New Jersey
$845K -$124K -2,359 -13%
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