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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
176
Valmark Advisers
Ohio
$211K -$2.35K -38 -1%
APA
177
American Portfolios Advisors
New York
$211K +$50.6K +816 +32%
SRCM
178
Swift Run Capital Management
Virginia
$209K – – –
Creative Planning
179
Creative Planning
Kansas
$207K +$207K +3,336 New
TSA
180
Tri-Star Advisors
Texas
$205K – – –
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$203K +$203K +3,283 New
BWL
182
Bogart Wealth LLC
Virginia
$190K -$9.21M -148,731 -98%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$188K +$124 +2 +0.1%
CFA
184
Carroll Financial Associates
North Carolina
$182K – – –
Barclays
185
Barclays
United Kingdom
$174K – – –
ASN
186
Advisory Services Network
Georgia
$170K +$111K +1,789 +188%
ICM
187
Islay Capital Management
Texas
$148K – – –
PWMG
188
Prestige Wealth Management Group
New Jersey
$135K -$21.4K -345 -14%
FHA
189
First Horizon Advisors
Tennessee
$118K +$2.29K +37 +2%
AIP
190
Ameritas Investment Partners
Nebraska
$117K +$18.5K +300 +19%
FCH
191
Freestone Capital Holdings
Washington
$113K +$113K +1,826 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$105K – – –
AWM
193
Accel Wealth Management
Iowa
$105K +$105K +1,697 New
EDRH
194
Edmond de Rothschild Holding
Switzerland
$97K +$18.6K +300 +24%
LWM
195
Liberty Wealth Management
California
$92K +$2.49K +41 +3%
PCG
196
Private Capital Group
Connecticut
$82K +$560 +9 +0.7%
OIA
197
Optimum Investment Advisors
Illinois
$74K – – –
HNB
198
Huntington National Bank
Ohio
$67K -$6K – –
Fidelity Investments
199
Fidelity Investments
Massachusetts
$61K +$18.1K +295 +42%
EP
200
Eudaimonia Partners
Tennessee
$58K – – –
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