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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 %
TCM
201
TD Capital Management
Tennessee
$258K -$3.39K -67 -1%
FCA
202
FinTrust Capital Advisors
South Carolina
$258K – – –
NCM
203
Noesis Capital Mangement
Florida
$251K – – –
SAM
204
Strategy Asset Managers
California
$250K – – –
William Blair & Company
205
William Blair & Company
Illinois
$249K +$81.9K +1,617 +49%
GRP
206
Global Retirement Partners
California
$244K +$112K +2,207 +85%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$242K -$22.8K -450 -9%
SC
208
Scotia Capital
Ontario, Canada
$241K – – –
JIR
209
James Investment Research
Ohio
$241K – – –
TCM
210
Triumph Capital Management
Colorado
$237K -$257K -5,069 -52%
MCA
211
MSH Capital Advisors
Arizona
$236K -$507 -10 -0.2%
SS
212
Simplicity Solutions
Minnesota
$235K -$13.9K -274 -6%
ECM
213
Evergreen Capital Management
Washington
$233K – – –
RA
214
RFG Advisory
Alabama
$231K +$231K +4,555 New
WWM
215
WT Wealth Management
Arizona
$225K -$267K -5,264 -54%
MW
216
Marcum Wealth
Ohio
$220K +$5.32K +105 +2%
GFP
217
Gryphon Financial Partners
Ohio
$217K -$70.7K -1,395 -25%
FA
218
FDx Advisors
Illinois
$217K – – –
CW
219
Channel Wealth
California
$217K +$217K +4,277 New
MGIA
220
Moneta Group Investment Advisors
Missouri
$209K +$209K +4,135 New
BFA
221
Beaumont Financial Advisors
Massachusetts
$206K +$206K +4,058 New
BRWA
222
B. Riley Wealth Advisors
Florida
$204K -$6.18K -122 -3%
Deutsche Bank
223
Deutsche Bank
Germany
$191K – – –
CQS
224
Credential Qtrade Securities
$183K – – –
SIS
225
Sound Income Strategies
Florida
$182K -$129K -2,541 -41%
7 8
9
10 11