USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

102 hedge funds and large institutions have $1.13B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-8
Holders Change %
-7.27%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
43
Reduced
28
Closed
14
Calls
$729K
Puts
$483K
Net Calls
+$246K
Net Calls Change
+$1.56M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$51.7M
2
BlackRock
BlackRock
New York
+$14.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$9.44M
4
Wells Fargo
Wells Fargo
California
+$6.73M
5
MA
MUFG Americas
New York
+$6.43M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$17.4M
3
SS
Simplicity Solutions
Minnesota
-$13.1M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$4.85M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$479M +$51.7M +921,976 +12%
BlackRock
2
BlackRock
New York
$225M +$14.7M +261,104 +7%
Wells Fargo
3
Wells Fargo
California
$68.2M +$6.73M +119,844 +11%
Morgan Stanley
4
Morgan Stanley
New York
$47.8M -$17.4M -310,908 -27%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$30.3M +$4.18M +74,454 +16%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$25M -$1.92M -34,214 -7%
MA
7
MUFG Americas
New York
$20.9M +$6.43M +114,554 +44%
AWM
8
AE Wealth Management
Kansas
$18.8M +$5.55M +98,982 +42%
RJA
9
Raymond James & Associates
Florida
$17.3M +$2.69M +47,964 +18%
Bank of America
10
Bank of America
North Carolina
$17.1M +$1.59M +28,338 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$16.2M +$3.22M +57,412 +25%
AssetMark Inc
12
AssetMark Inc
California
$15.8M -$43.6M -776,676 -73%
Ameriprise
13
Ameriprise
Minnesota
$12.3M +$1.65M +29,462 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.9M +$1.41M +25,158 +17%
KeyBank National Association
15
KeyBank National Association
Ohio
$9.86M -$332K -5,920 -3%
Allianz Asset Management
16
Allianz Asset Management
Germany
$9.44M +$9.44M +168,296 New
DWM
17
Destination Wealth Management
California
$8.46M +$2.86M +50,986 +51%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.57M +$461K +8,222 +6%
UBS AM
19
UBS AM
Illinois
$7.01M +$68.7K +1,224 +1%
IA
20
IndexIQ Advisors
New York
$6.61M +$2.1M +37,410 +47%
ACM
21
Ashford Capital Management
Delaware
$6.3M -$159K -2,838 -2%
LPL Financial
22
LPL Financial
California
$6.24M +$193K +3,432 +3%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$4.84M +$718K +12,800 +17%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.66M +$530K +9,452 +13%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.59M -$4.56M -81,182 -50%
1
2 3 4 5