USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

119 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
39
Reduced
37
Closed
20
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$572K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$72.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$5.28M
3
SS
Simplicity Solutions
Minnesota
+$4.88M
4
UBS AM
UBS AM
Illinois
+$4.75M
5
AWM
AE Wealth Management
Kansas
+$4.49M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$47.7M
2
Morgan Stanley
Morgan Stanley
New York
-$12.7M
3
Wells Fargo
Wells Fargo
California
-$9.27M
4
MA
MUFG Americas
New York
-$7.32M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$584M +$72.6M +1,332,702 +14%
Wells Fargo
2
Wells Fargo
California
$62.8M -$9.27M -170,198 -13%
BlackRock
3
BlackRock
New York
$43.6M -$488K -8,954 -1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$43.3M +$4.46M +81,804 +11%
Morgan Stanley
5
Morgan Stanley
New York
$31.1M -$12.7M -233,432 -29%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$26.1M +$3.62M +66,424 +16%
Allianz Asset Management
7
Allianz Asset Management
Germany
$25.9M +$5.28M +96,904 +26%
AWM
8
AE Wealth Management
Kansas
$25.2M +$4.49M +82,396 +22%
SS
9
Simplicity Solutions
Minnesota
$25.1M +$4.88M +89,546 +24%
RJA
10
Raymond James & Associates
Florida
$23.4M +$3.46M +63,500 +17%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$17.5M -$3.08M -56,476 -15%
Bank of America
12
Bank of America
North Carolina
$15.4M -$1.19M -21,884 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.9M +$3.3M +60,490 +31%
MA
14
MUFG Americas
New York
$13.5M -$7.32M -134,320 -35%
UBS AM
15
UBS AM
Illinois
$11.2M +$4.75M +87,136 +74%
Ameriprise
16
Ameriprise
Minnesota
$10.6M -$1.89M -34,712 -15%
KeyBank National Association
17
KeyBank National Association
Ohio
$9.58M -$58.8K -1,080 -0.6%
IA
18
IndexIQ Advisors
New York
$9.06M -$243K -4,458 -3%
DWM
19
Destination Wealth Management
California
$8.55M +$262K +4,810 +3%
AssetMark Inc
20
AssetMark Inc
California
$7.59M -$47.7M -876,016 -86%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.44M +$1.67M +30,616 +29%
LPL Financial
22
LPL Financial
California
$6.15M -$44.4K -814 -0.7%
ACM
23
Ashford Capital Management
Delaware
$5.84M -$931K -17,082 -14%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$5.33M +$196K +3,600 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.84M -$245K -4,502 -6%
1
2 3 4 5