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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
NLG
176
New Legacy Group
New York
$385K – – –
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$368K +$138K +2,716 +60%
HIM
178
Hanlon Investment Management
New Jersey
$360K +$360K +7,098 New
IA
179
IFP Advisors
Florida
$354K -$341K -3,178 -49%
AA
180
Advisory Alpha
Michigan
$342K -$16.7K -329 -5%
PA
181
PFG Advisors
Arizona
$339K +$2.48K +49 +0.7%
WP
182
WealthSource Partners
California
$331K -$15.4K -303 -4%
GFG
183
Goldstone Financial Group
Illinois
$331K +$331K +6,543 New
TC
184
TownSquare Capital
Utah
$329K +$329K +6,499 New
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$326K -$20.3K -401 -6%
CCFCSB
186
Cape Cod Five Cents Savings Bank
Massachusetts
$318K -$19.8K -391 -6%
SCG
187
Sonata Capital Group
Washington
$315K – – –
CW
188
CreativeOne Wealth
Kansas
$313K +$313K +6,183 New
WB
189
WesBanco Bank
West Virginia
$311K +$30.4K +600 +11%
FIA
190
Foundations Investment Advisors
Arizona
$307K -$44.7K -883 -13%
FPCP
191
Fort Point Capital Partners
California
$299K +$32.8K +647 +12%
ACIM
192
Azimuth Capital Investment Management
Michigan
$298K +$77.5K +1,530 +35%
AFO
193
Arrowroot Family Office
California
$285K +$285K +5,630 New
Verition Fund Management
194
Verition Fund Management
Connecticut
$280K +$280K +5,525 New
CWM
195
Congress Wealth Management
Massachusetts
$272K -$197K -3,893 -42%
LA
196
Lane & Associates
New Jersey
$271K +$9.73K +192 +4%
DWP
197
Destiny Wealth Partners
Florida
$267K -$10.2K -201 -4%
SFS
198
Sowell Financial Services
Arkansas
$266K +$266K +5,244 New
AA
199
Alesco Advisors
New York
$265K – – –
FA
200
Flagstar Advisors
New York
$264K +$37K +730 +16%
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8
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