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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 %
SC
201
Scotia Capital
Ontario, Canada
$324K +$39.3K +818 +14%
API
202
Advisor Partners II
California
$322K -$1.12M -23,298 -78%
AAS
203
Avantax Advisory Services
Texas
$309K +$309K +6,424 New
RA
204
RFG Advisory
Alabama
$306K +$43.9K +913 +17%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$304K – – –
EIA
206
Edgemoor Investment Advisors
Maryland
$303K +$303K +6,305 New
HPM
207
Hoxton Planning & Management
West Virginia
$291K +$291K +6,052 New
AWA
208
Arkadios Wealth Advisors
Georgia
$278K +$278K +5,776 New
WEG
209
World Equity Group
Illinois
$269K +$269K +5,586 New
William Blair & Company
210
William Blair & Company
Illinois
$266K +$67.5K +1,404 +34%
LA
211
Lane & Associates
New Jersey
$262K +$40.1K +834 +18%
DA
212
Detalus Advisors
Missouri
$261K +$261K +5,422 New
RCM
213
Radnor Capital Management
Pennsylvania
$258K +$258K +5,368 New
FCA
214
FinTrust Capital Advisors
South Carolina
$252K – – –
SS
215
Simplicity Solutions
Minnesota
$250K -$6.54M -136,043 -96%
FA
216
Flagstar Advisors
New York
$249K +$529 +11 +0.2%
TCM
217
TD Capital Management
Tennessee
$246K +$288 +6 +0.1%
BRWA
218
B. Riley Wealth Advisors
Florida
$246K +$481 +10 +0.2%
JWCA
219
J.W. Cole Advisors
Florida
$240K -$51.5K -1,072 -18%
DWP
220
Destiny Wealth Partners
Florida
$239K – – –
NCM
221
Noesis Capital Mangement
Florida
$238K – – –
Kovitz Investment Group Partners
222
Kovitz Investment Group Partners
Illinois
$236K +$236K +4,902 New
ECM
223
Evergreen Capital Management
Washington
$232K – – –
PIM
224
Provident Investment Management
Michigan
$232K – – –
B
225
Bellecapital
Switzerland
$230K – – –
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9
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