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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
AssetMark Inc
California
$254M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$107M
2
MNG
Manning & Napier Group
New York
$21.8M
3
JFG
Jefferies Financial Group
New York
$0
4
Barclays
Barclays
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
176
CreativeOne Wealth
Kansas
$470K +$185K +3,849 +65%
CWM
177
Cahaba Wealth Management
Georgia
$465K +$4.86K +101 +1%
VHAM
178
Van Hulzen Asset Management
California
$459K +$26.8K +558 +6%
GSEP
179
Golden State Equity Partners
California
$453K +$5K +104 +1%
BCM
180
Brookstone Capital Management
Illinois
$447K -$20.7K -442 -4%
BPA
181
Beacon Pointe Advisors
California
$430K +$27.4K +571 +7%
AWA
182
Arete Wealth Advisors
Illinois
$429K -$24K -500 -5%
AWM
183
Aprio Wealth Management
Georgia
$424K -$58.9K -1,225 -12%
KOC
184
Koss-Olinger Consulting
Florida
$423K – – –
SF
185
Summit Financial
New Jersey
$423K – – –
FPAS
186
Focus Partners Advisor Solutions
Missouri
$422K +$15K +313 +4%
FA
187
Financial Avengers
California
$415K +$191K +3,963 +85%
Betterment LLC
188
Betterment LLC
New York
$410K +$2.02K +42 +0.5%
PWM
189
Perigon Wealth Management
California
$405K -$9.47K -197 -2%
WFAG
190
Wescott Financial Advisory Group
Pennsylvania
$394K +$4.09K +85 +1%
TC
191
Truvestments Capital
Florida
$393K -$20.1K -418 -5%
HIM
192
Hanlon Investment Management
New Jersey
$385K -$2.26K -47 -0.6%
Prudential Financial
193
Prudential Financial
New Jersey
$383K +$383K +7,975 New
PA
194
PFG Advisors
Arizona
$381K -$2.6K -54 -0.7%
TC
195
TownSquare Capital
Utah
$371K -$107K -2,222 -22%
NLG
196
New Legacy Group
New York
$365K – – –
AC
197
ASB Consultores
Florida
$359K -$399K -8,305 -53%
CSPIA
198
Cary Street Partners Investment Advisory
Virginia
$354K +$131K +2,723 +59%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$343K -$270K -5,612 -44%
RF
200
RHS Financial
California
$329K -$293K -6,091 -47%
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