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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

377 hedge funds and large institutions have $9.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 111 reducing their positions, and 46 closing their positions.

Holders
377
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
51
Increased
150
Reduced
111
Closed
46
Calls
$264K
Puts
–
Net Calls
+$264K
Net Calls Change
-$3.29M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.25B
2
Ameriprise
2
Ameriprise
Minnesota
$421M
3
BlackRock
3
BlackRock
New York
$291M
4
UBS Group
4
UBS Group
Switzerland
$347M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$33.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$105M
2
Morgan Stanley
2
Morgan Stanley
New York
$134M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.1M
4
AWM
4
AE Wealth Management
Kansas
$34.5M
5
VFA
5
Voya Financial Advisors
Connecticut
$51.9M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
1
UBS AM
Illinois
$2.25B 44,400,638 +44,400,638 New
Bank of America
2
Bank of America
North Carolina
$1.43B 28,181,154 +355,242 +1%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$624M 12,297,460 +344,664 +3%
Ameriprise
4
Ameriprise
Minnesota
$421M 8,318,694 +5,673,828 +215%
Truist Financial
5
Truist Financial
North Carolina
$373M 7,340,217 +395,721 +6%
JSTA
6
Japan Science & Technology Agency
Japan
$367M 7,234,311 – –
UBS Group
7
UBS Group
Switzerland
$347M 6,835,012 +663,978 +11%
BlackRock
8
BlackRock
New York
$291M 5,737,632 +2,927,244 +104%
AssetMark Inc
9
AssetMark Inc
California
$290M 5,718,680 +410,916 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$234M 4,601,257 +90,115 +2%
AF
11
Allworth Financial
California
$221M 4,355,375 +229,020 +6%
Stifel Financial
12
Stifel Financial
Missouri
$160M 3,147,779 -437,719 -12%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$160M 3,144,345 +450,173 +17%
SEI Investments
14
SEI Investments
Pennsylvania
$146M 2,866,676 -12,616 -0.4%
Morgan Stanley
15
Morgan Stanley
New York
$134M 2,641,909 -1,999,591 -43%
Asset Management One
16
Asset Management One
Japan
$116M 2,288,693 +37,453 +2%
VA
17
Valmark Advisers
Ohio
$110M 2,160,704 +58,326 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$105M 2,071,181 -4,863,953 -70%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$103M 2,020,661 +13,025 +0.6%
MFG
20
Merit Financial Group
Georgia
$82.7M 1,659,004 +370,010 +29%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$67.1M 1,321,344 +29,455 +2%
MG
22
Mather Group
Illinois
$58.3M 1,136,987 -6,963 -0.6%
MYLI
23
Meiji Yasuda Life Insurance
Japan
$54.4M 1,072,400 – –
VFA
24
Voya Financial Advisors
Connecticut
$51.9M 1,022,168 -652,364 -39%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$47.7M 939,369 -62,272 -6%
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