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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 %
VFG
201
Valley Financial Group
Pennsylvania
$465K +$465K +9,073 New
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$456K +$456K +8,897 New
KOC
203
Koss-Olinger Consulting
Florida
$453K +$1.69K +33 +0.4%
SF
204
Summit Financial
New Jersey
$451K -$51 -1 -0%
PPWP
205
Premier Path Wealth Partners
New Jersey
$445K +$445K +1,520 New
AWM
206
Aprio Wealth Management
Georgia
$443K -$9.43K -184 -2%
SAG
207
SageView Advisory Group
California
$440K -$558K -11,616 Closed
PWM
208
Perigon Wealth Management
California
$440K +$7.43K +145 +2%
CW
209
CreativeOne Wealth
Kansas
$427K -$73.3K -1,431 -15%
CCA
210
Clearwater Capital Advisors
Illinois
$427K +$427K +8,323 New
WFAG
211
Wescott Financial Advisory Group
Pennsylvania
$426K +$6.1K +119 +1%
TA
212
TFB Advisors
Kansas
$423K +$423K +8,247 New
PA
213
PFG Advisors
Arizona
$421K +$14.7K +287 +4%
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$415K +$171K +3,341 +70%
SWA
215
Stratos Wealth Advisors
Ohio
$411K -$220K -4,284 -35%
TC
216
Truvestments Capital
Florida
$411K -$8.46K -165 -2%
Betterment LLC
217
Betterment LLC
New York
$397K -$39.9K -779 -9%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$394K +$142K +2,777 +57%
RA
219
RFG Advisory
Alabama
$384K +$57.9K +1,130 +18%
LAS
220
Lloyd Advisory Services
Georgia
$384K +$384K +7,484 New
AC
221
ASB Consultores
Florida
$382K – – –
CBFP
222
Cedar Brook Financial Partners
Ohio
$380K +$147K +2,872 +63%
MCWA
223
Meadow Creek Wealth Advisors
Georgia
$375K +$375K +7,311 New
GWMR
224
GC Wealth Management RIA
Massachusetts
$357K +$357K +6,967 New
FPAS
225
Focus Partners Advisor Solutions
Missouri
$356K -$94K -1,834 -21%
7 8
9
10 11