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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$141M
2
Bank of America
Bank of America
North Carolina
$1.64B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$179M
4
Ameriprise
Ameriprise
Minnesota
$511M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$712M

Top Sellers

1
BlackRock
BlackRock
New York
$312M
2
MYLI
Meiji Yasuda Life Insurance
Japan
$0
3
SEI Investments
SEI Investments
Pennsylvania
$113M
4
BHB
Bank Hapoalim BM
Israel
$0
5
SFC
Strategic Financial Concepts
Texas
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
ShoreHaven Wealth Partners
New Jersey
$580K -$546K -10,386 -49%
SAM
202
Smartleaf Asset Management
Massachusetts
$574K +$42.7K +810 +8%
DFA
203
DHK Financial Advisors
New Hampshire
$568K +$568K +10,800 New
NAM
204
NTV Asset Management
West Virginia
$564K -$3K -57 -0.5%
CPL
205
CAP Partners LLC
Tennessee
$549K +$71.3K +1,356 +15%
ClearBridge Investments
206
ClearBridge Investments
New York
$540K +$2.42K +46 +0.4%
IWM
207
IHT Wealth Management
Illinois
$539K +$102K +1,933 +23%
CWM
208
Cahaba Wealth Management
Georgia
$531K +$5.84K +111 +1%
PTC
209
Private Trust Company
Ohio
$520K +$414K +7,883 +392%
LWM
210
Lyell Wealth Management
California
$516K – – –
FA
211
Flagstar Advisors
New York
$483K +$57.9K +1,101 +14%
TSS
212
Two Sigma Securities
New York
$466K +$466K +8,864 New
VFG
213
Valley Financial Group
Pennsylvania
$466K -$684 -13 -0.1%
PA
214
PFG Advisors
Arizona
$460K +$24K +457 +6%
WFAG
215
Wescott Financial Advisory Group
Pennsylvania
$450K +$4.94K +94 +1%
LAS
216
Lloyd Advisory Services
Georgia
$450K +$10K +191 +2%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$449K +$127K +2,420 +40%
SCA
218
Snowden Capital Advisors
New York
$444K -$60.6K -1,152 -12%
KOC
219
Koss-Olinger Consulting
Florida
$438K – – –
SVWG
220
Shared Vision Wealth Group
United States
$431K -$25K -475 -5%
HIM
221
Hanlon Investment Management
New Jersey
$425K +$26K +494 +7%
PWM
222
Perigon Wealth Management
California
$418K -$43.3K -824 -9%
AFG
223
Atomi Financial Group
New York
$413K -$613K -11,661 -60%
TCM
224
Triumph Capital Management
Colorado
$413K +$171K +3,246 +70%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$408K +$118K +2,237 +41%
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