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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$355M
2
VFA
Voya Financial Advisors
Connecticut
$86M
3
MFG
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.43B
2
MIM
MetLife Investment Management
New Jersey
$0
3
CAI
Capital Advisors Inc
Oklahoma
$266K
4
MNG
Manning & Napier Group
New York
$22.9M
5
OCM
One Capital Management
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
Exencial Wealth Advisors
Oklahoma
$642K +$642K +12,529 New
MML Investors Services
177
MML Investors Services
Massachusetts
$634K -$12K -234 -2%
SCA
178
Snowden Capital Advisors
New York
$630K +$1.28K +25 +0.2%
MBT
179
Montecito Bank & Trust
California
$606K -$237K -4,627 -28%
BCM
180
Brookstone Capital Management
Illinois
$597K +$107K +2,079 +22%
SAW
181
Signal Advisors Wealth
Michigan
$589K +$589K +11,487 New
FA
182
FDx Advisors
Illinois
$572K +$13.3K +260 +2%
AG
183
Ascent Group
Virginia
$571K -$978K -19,379 -63%
NAM
184
NTV Asset Management
West Virginia
$550K – – –
MWM
185
Maripau Wealth Management
Indiana
$548K -$78.4K -1,530 -13%
VHAM
186
Van Hulzen Asset Management
California
$548K +$59K +1,151 +12%
EIA
187
Edgemoor Investment Advisors
Maryland
$541K +$218K +4,250 +67%
AWA
188
Arete Wealth Advisors
Illinois
$538K +$80.5K +1,571 +18%
ClearBridge Investments
189
ClearBridge Investments
New York
$533K +$19.1K +372 +4%
GRP
190
Global Retirement Partners
California
$532K +$291K +5,734 +121%
RSWM
191
Robertson Stephens Wealth Management
California
$526K +$526K +10,261 New
DFA
192
DHK Financial Advisors
New Hampshire
$520K -$200K -3,894 -28%
AL
193
ADE LLC
Maryland
$518K -$3.74K -73 -0.7%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$517K +$151K +2,952 +41%
CCFCSB
195
Cape Cod Five Cents Savings Bank
Massachusetts
$516K -$677K -13,208 -57%
LWM
196
Lyell Wealth Management
California
$503K -$15.6K -305 -3%
CWM
197
Cahaba Wealth Management
Georgia
$503K +$7.13K +139 +1%
FA
198
Financial Avengers
California
$501K +$58.5K +1,141 +13%
GSEP
199
Golden State Equity Partners
California
$480K -$3.08K -60 -0.6%
CCM
200
Crabel Capital Management
California
$475K +$475K +9,262 New
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