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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

93 hedge funds and large institutions have $629M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
93
Holders Change
-3
Holders Change %
-3.13%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.19%
New
12
Increased
20
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$48M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$14.8M
3
AT
3
Arden Trust
Delaware
$14.5M
4
ECM
4
ETrade Capital Management
Virginia
$102M
5
Goldman Sachs
5
Goldman Sachs
New York
$20.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.2M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.5M
4
NPC
4
National Planning Corporation
California
$3.32M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
1
ETrade Capital Management
Virginia
$102M 956,086 +70,230 +8%
AssetMark Inc
2
AssetMark Inc
California
$48M 448,261 +448,261 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$43.4M 405,452 -72,280 -15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.2M 384,930 -313,595 -45%
SAS
5
Sage Advisory Services
Texas
$36.3M 339,234 +2,949 +0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$33.7M 314,541 +18,658 +6%
KeyBank National Association
7
KeyBank National Association
Ohio
$25.3M 236,382 +3,111 +1%
Morgan Stanley
8
Morgan Stanley
New York
$22.7M 212,217 -38,299 -15%
BCM
9
Bluefin Capital Management
New York
$22.2M 206,790 +32,376 +19%
Goldman Sachs
10
Goldman Sachs
New York
$20.1M 187,529 +65,874 +54%
Bank of America
11
Bank of America
North Carolina
$19.4M 180,982 -47,576 -21%
FA
12
FDx Advisors
Illinois
$19.3M 179,725 -3,387 -2%
UCFA
13
United Capital Financial Advisors
Texas
$17.2M 160,163 -39,477 -20%
BTS
14
BB&T Securities
Virginia
$15M 13,986 +1,002 +8%
ClearBridge Investments
15
ClearBridge Investments
New York
$14.8M 137,936 +128,486 +1,360%
AT
16
Arden Trust
Delaware
$14.5M 135,569 +128,132 +1,723%
U
17
UBS
Switzerland
$11.8M 110,257 -76,909 -41%
BCI
18
Brinker Capital Investments
Pennsylvania
$10.5M 97,539 -181,471 -65%
Wells Fargo
19
Wells Fargo
California
$10.3M 96,214 +18,424 +24%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.81M 91,524 -48,958 -35%
RJA
21
Raymond James & Associates
Florida
$6.52M 60,878 -9,986 -14%
LPL Financial
22
LPL Financial
California
$6.17M 57,775 -13,942 -19%
NMLIC
23
Northwestern Mutual Life Insurance Company
Wisconsin
$5.4M 50,436 -25,385 -33%
Charles Schwab
24
Charles Schwab
California
$5M 46,776 +20,509 +78%
PI
25
Placemark Investments
Illinois
$4.89M 45,627 -5,767 -11%
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