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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 %
JWCA
201
J.W. Cole Advisors
Florida
$304K -$1.45M -28,879 -83%
SC
202
Scotia Capital
Ontario, Canada
$297K +$58.5K +1,167 +25%
CW
203
CreativeOne Wealth
Kansas
$296K -$13.2K -264 -4%
ACIM
204
Azimuth Capital Investment Management
Michigan
$294K -$1K -20 -0.3%
WB
205
WesBanco Bank
West Virginia
$285K -$22K -440 -7%
RA
206
RFG Advisory
Alabama
$273K +$44.7K +893 +20%
CWM
207
Congress Wealth Management
Massachusetts
$270K +$651 +13 +0.2%
GFG
208
Goldstone Financial Group
Illinois
$268K -$59.4K -1,185 -18%
FPCP
209
Fort Point Capital Partners
California
$265K -$30.7K -613 -10%
AA
210
Alesco Advisors
New York
$262K – – –
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$262K -$103K -2,046 -28%
FA
212
Flagstar Advisors
New York
$259K -$2.6K -52 -1%
FCA
213
FinTrust Capital Advisors
South Carolina
$258K – – –
TCM
214
TD Capital Management
Tennessee
$256K +$250 +5 +0.1%
BRWA
215
B. Riley Wealth Advisors
Florida
$256K +$53.6K +1,071 +27%
DWP
216
Destiny Wealth Partners
Florida
$250K -$14.3K -285 -5%
NCM
217
Noesis Capital Mangement
Florida
$248K – – –
ECM
218
Evergreen Capital Management
Washington
$242K +$11.5K +229 +5%
PIM
219
Provident Investment Management
Michigan
$241K +$241K +4,820 New
B
220
Bellecapital
Switzerland
$240K +$240K +4,784 New
JIR
221
James Investment Research
Ohio
$238K – – –
MCA
222
MSH Capital Advisors
Arizona
$235K +$2K +40 +0.9%
FA
223
Financial Avengers
California
$234K +$193K +3,853 +473%
CSPIA
224
Cary Street Partners Investment Advisory
Virginia
$233K +$233K +4,647 New
LA
225
Lane & Associates
New Jersey
$231K -$37.1K -741 -14%
7 8
9
10 11