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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

245 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
28
Increased
87
Reduced
84
Closed
22
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
-$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.21B
2
BlackRock
BlackRock
New York
$423M
3
Citadel Advisors
Citadel Advisors
Florida
$41.6M
4
Morgan Stanley
Morgan Stanley
New York
$183M
5
Asset Management One
Asset Management One
Japan
$77M

Top Sellers

1
FRBONY
Federal Reserve Bank of New York
New York
$122M
2
MNG
Manning & Napier Group
New York
$49.3M
3
Truist Financial
Truist Financial
North Carolina
$279M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$165M
5
CFG
CNO Financial Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAM2
176
Tru Independence Asset Management 2
Oregon
$227K -$38.1K -629 -14%
CQS
177
Credential Qtrade Securities
$223K – – –
VHAM
178
Van Hulzen Asset Management
California
$220K +$220K +3,634 New
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$218K +$218K +3,600 New
RJT
180
Raymond James Trust
Florida
$217K -$16.9K -280 -7%
MFW
181
Meristem Family Wealth
Minnesota
$215K +$215K +3,552 New
OWA
182
One Wealth Advisors
California
$214K -$38.6K -639 -15%
CCM
183
Crabel Capital Management
California
$212K +$212K +3,497 New
ACM
184
Advisors Capital Management
New Jersey
$212K +$212K +3,507 New
TSA
185
Tri-Star Advisors
Texas
$203K +$203K +3,343 New
CFA
186
Carroll Financial Associates
North Carolina
$179K -$7.26K -120 -4%
Barclays
187
Barclays
United Kingdom
$170K -$3.44M -56,708 -95%
AWM
188
Accel Wealth Management
Iowa
$152K -$80.5K -1,329 -35%
AIP
189
Ameritas Investment Partners
Nebraska
$124K +$9.07K +150 +8%
CWA
190
Clearview Wealth Advisors
Oregon
$115K +$605 +10 +0.5%
LWM
191
Liberty Wealth Management
California
$86K -$6.33K -104 -7%
JPMorgan Chase & Co
192
JPMorgan Chase & Co
New York
$83K +$81.5K +1,350 +5,400%
PCG
193
Private Capital Group
Connecticut
$81K +$366 +6 +0.5%
CFO
194
CVA Family Office
Colorado
$77K – – –
KFS
195
Kelly Financial Services
Massachusetts
$72K +$70.8K +4,311 +5,988%
BWL
196
Bogart Wealth LLC
Virginia
$69K -$35.1K -580 -34%
FHA
197
First Horizon Advisors
Tennessee
$67K -$23.6K -394 -26%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$64K -$14.7K -243 -19%
CFD
199
Creative Financial Designs
Indiana
$61K -$130K -2,144 -68%
SWM
200
Spire Wealth Management
Virginia
$61K – – –
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8
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