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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$237M
2
BlackRock
2
BlackRock
New York
$357M
3
Bank of America
3
Bank of America
North Carolina
$1.47B
4
Ameriprise
4
Ameriprise
Minnesota
$455M
5
NJBEST
5
New Jersey Better Educational Savings Trust
New Jersey
$35.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
MFG
3
Merit Financial Group
Georgia
$66.9M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$38.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$94.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.47B 29,296,666 +1,115,512 +4%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$651M 12,962,147 +664,687 +5%
Ameriprise
3
Ameriprise
Minnesota
$455M 9,077,975 +759,281 +9%
Truist Financial
4
Truist Financial
North Carolina
$376M 7,478,955 +138,738 +2%
JSTA
5
Japan Science & Technology Agency
Japan
$363M 7,234,311 – –
BlackRock
6
BlackRock
New York
$357M 7,115,035 +1,377,403 +24%
UBS Group
7
UBS Group
Switzerland
$336M 6,685,424 -149,588 -2%
AssetMark Inc
8
AssetMark Inc
California
$294M 5,845,943 +127,263 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$237M 4,728,151 +126,894 +3%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$237M 4,727,212 +1,582,867 +50%
AF
11
Allworth Financial
California
$231M 4,558,272 +202,897 +5%
Stifel Financial
12
Stifel Financial
Missouri
$163M 3,251,298 +103,519 +3%
SEI Investments
13
SEI Investments
Pennsylvania
$146M 2,900,975 +34,299 +1%
Morgan Stanley
14
Morgan Stanley
New York
$135M 2,686,110 +44,201 +2%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$130M 2,596,616 +575,955 +29%
VA
16
Valmark Advisers
Ohio
$118M 2,351,153 +190,449 +9%
Asset Management One
17
Asset Management One
Japan
$107M 2,136,022 -152,671 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$94.9M 1,889,184 -181,997 -9%
SFPM
19
Sensible Financial Planning & Management
Massachusetts
$69.4M 1,382,332 +60,988 +5%
MFG
20
Merit Financial Group
Georgia
$66.9M 1,331,873 -327,131 -20%
MG
21
Mather Group
Illinois
$61.6M 1,213,486 +76,499 +7%
MYLI
22
Meiji Yasuda Life Insurance
Japan
$53.8M 1,072,400 – –
VFA
23
Voya Financial Advisors
Connecticut
$51.1M 1,013,030 -9,138 -0.9%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$47.8M 952,264 +551,594 +138%
AWE
25
Avidian Wealth Enterprises
Texas
$47.1M 937,083 +43,479 +5%
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