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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$237M
2
BlackRock
BlackRock
New York
$357M
3
Bank of America
Bank of America
North Carolina
$1.47B
4
Ameriprise
Ameriprise
Minnesota
$455M
5
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$35.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
MFG
Merit Financial Group
Georgia
$66.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$38.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Smartleaf Asset Management
Massachusetts
$509K +$277K +5,478 +119%
CWM
202
Cahaba Wealth Management
Georgia
$501K +$5.52K +110 +1%
LWM
203
Lyell Wealth Management
California
$493K – – –
SCA
204
Snowden Capital Advisors
New York
$482K +$44.1K +879 +10%
CPL
205
CAP Partners LLC
Tennessee
$456K +$107K +2,131 +31%
AG
206
Ascent Group
Virginia
$454K -$61.5K -1,225 -12%
VFG
207
Valley Financial Group
Pennsylvania
$446K -$8.64K -172 -2%
Kovitz Investment Group Partners
208
Kovitz Investment Group Partners
Illinois
$444K +$15.5K +308 +4%
GVAG
209
Great Valley Advisor Group
Delaware
$443K +$443K +8,832 New
PWM
210
Perigon Wealth Management
California
$441K -$4.17K -83 -0.9%
SVWG
211
Shared Vision Wealth Group
United States
$436K -$245K -4,889 -36%
SFA
212
Sequoia Financial Advisors
Ohio
$429K -$64.1K -1,277 -13%
WFAG
213
Wescott Financial Advisory Group
Pennsylvania
$425K +$4.72K +94 +1%
LAS
214
Lloyd Advisory Services
Georgia
$420K +$420K +8,363 New
KOC
215
Koss-Olinger Consulting
Florida
$418K +$418K +8,324 New
IWM
216
IHT Wealth Management
Illinois
$418K +$35.2K +701 +9%
PA
217
PFG Advisors
Arizona
$416K +$13.5K +269 +3%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$416K -$11.7K -234 -3%
CCA
219
Clearwater Capital Advisors
Illinois
$412K -$5.42K -108 -1%
OAS
220
Optivise Advisory Services
Tennessee
$409K +$409K +8,144 New
FA
221
Flagstar Advisors
New York
$406K -$41.4K -825 -9%
JWCA
222
J.W. Cole Advisors
Florida
$401K +$43K +857 +12%
HIM
223
Hanlon Investment Management
New Jersey
$381K +$38.7K +770 +11%
SWA
224
Stratos Wealth Advisors
Ohio
$371K -$12.6K -250 -3%
MCWA
225
Meadow Creek Wealth Advisors
Georgia
$364K -$1K -20 -0.3%
7 8
9
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