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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
Personal Capital Advisors
California
$478M
2
Principal Financial Group
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
Jane Street
New York
$29M
5
BFM
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
176
WesBanco Bank
West Virginia
$272K – – –
OFG
177
OmniStar Financial Group
North Carolina
$272K +$6.29K +128 +2%
DWP
178
Destiny Wealth Partners
Florida
$269K +$10.1K +206 +4%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$261K -$29.5M -601,194 -99%
FPCP
180
Fort Point Capital Partners
California
$258K -$165K -3,354 -39%
FCA
181
FinTrust Capital Advisors
South Carolina
$258K -$29.5K -600 -10%
AA
182
Alesco Advisors
New York
$257K – – –
CIBC World Market
183
CIBC World Market
Ontario, Canada
$256K – – –
TCM
184
TD Capital Management
Tennessee
$254K +$210K +4,286 +485%
LA
185
Lane & Associates
New Jersey
$253K +$253K +5,160 New
NCM
186
Noesis Capital Mangement
Florida
$245K – – –
SWP
187
Stratos Wealth Partners
Ohio
$245K +$6.73K +137 +3%
SAM
188
Strategy Asset Managers
California
$243K – – –
PAG
189
Private Advisor Group
New Jersey
$243K -$4.47K -202 -2%
SS
190
Simplicity Solutions
Minnesota
$241K -$48K -978 -17%
SC
191
SouthState Corp
Florida
$241K +$241K +4,905 New
JIR
192
James Investment Research
Ohio
$234K -$33.7K -685 -13%
SC
193
Scotia Capital
Ontario, Canada
$234K -$124K -2,528 -35%
MCA
194
MSH Capital Advisors
Arizona
$229K -$2.16K -44 -0.9%
ECM
195
Evergreen Capital Management
Washington
$226K – – –
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$224K +$224K +4,553 New
FA
197
Flagstar Advisors
New York
$220K -$33.9K -690 -13%
FA
198
FDx Advisors
Illinois
$217K +$217K +4,413 New
ACIM
199
Azimuth Capital Investment Management
Michigan
$214K +$214K +4,351 New
MW
200
Marcum Wealth
Ohio
$209K – – –
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