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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$136M
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MG
3
Mather Group
Illinois
$52.2M
4
UBS Group
4
UBS Group
Switzerland
$309M
5
Morgan Stanley
5
Morgan Stanley
New York
$203M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
RJA
2
Raymond James & Associates
Florida
$26.9M
3
MNG
3
Manning & Napier Group
New York
$22.2M
4
BlackRock
4
BlackRock
New York
$156M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Cahaba Wealth Management
Georgia
$479K +$4.61K +92 +1%
IDA
177
Intelligence Driven Advisers
California
$474K -$1.52M -30,934 -76%
AWA
178
Arete Wealth Advisors
Illinois
$472K +$472K +9,430 New
GSEP
179
Golden State Equity Partners
California
$467K -$379K -7,567 -45%
PAG
180
Private Advisor Group
New Jersey
$455K -$18K -359 -4%
VHAM
181
Van Hulzen Asset Management
California
$450K +$3.41K +68 +0.8%
KOC
182
Koss-Olinger Consulting
Florida
$441K -$37.8K -755 -8%
SF
183
Summit Financial
New Jersey
$441K +$441K +8,795 New
PWM
184
Perigon Wealth Management
California
$432K +$432K +8,631 New
TC
185
Truvestments Capital
Florida
$430K -$150 -3 -0%
Betterment LLC
186
Betterment LLC
New York
$425K +$22.9K +458 +6%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$424K +$424K +8,461 New
BPA
188
Beacon Pointe Advisors
California
$420K +$31.6K +631 +8%
WFAG
189
Wescott Financial Advisory Group
Pennsylvania
$406K +$3.91K +78 +1%
HIM
190
Hanlon Investment Management
New Jersey
$404K +$48K +959 +14%
ANTB
191
AMG National Trust Bank
Colorado
$401K -$709K -14,150 -64%
PA
192
PFG Advisors
Arizona
$400K +$64.8K +1,294 +19%
NLG
193
New Legacy Group
New York
$381K – – –
LNWWM
194
Laird Norton Wetherby Wealth Management
California
$346K +$346K +6,899 New
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$318K -$4.71K -94 -1%
CIBC World Market
196
CIBC World Market
Ontario, Canada
$317K +$77.7K +1,550 +32%
WP
197
WealthSource Partners
California
$316K -$11.7K -234 -4%
CCFCSB
198
Cape Cod Five Cents Savings Bank
Massachusetts
$313K -$1.05K -21 -0.3%
SCG
199
Sonata Capital Group
Washington
$312K – – –
FAM
200
Family Asset Management
South Carolina
$305K -$99.7K -1,990 -25%
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8
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