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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$141M
2
Bank of America
2
Bank of America
North Carolina
$1.64B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$179M
4
Ameriprise
4
Ameriprise
Minnesota
$511M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$712M

Top Sellers

1
BlackRock
1
BlackRock
New York
$312M
2
MYLI
2
Meiji Yasuda Life Insurance
Japan
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
SFC
5
Strategic Financial Concepts
Texas
$253K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.64B 31,214,244 +1,917,578 +7%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$712M 13,540,860 +578,713 +4%
Ameriprise
3
Ameriprise
Minnesota
$511M 9,710,367 +632,392 +7%
Truist Financial
4
Truist Financial
North Carolina
$394M 7,490,142 +11,187 +0.1%
JSTA
5
Japan Science & Technology Agency
Japan
$380M 7,234,311 – –
UBS Group
6
UBS Group
Switzerland
$346M 6,582,759 -102,665 -2%
AssetMark Inc
7
AssetMark Inc
California
$315M 5,985,261 +139,318 +2%
BlackRock
8
BlackRock
New York
$312M 5,932,677 -1,182,358 -17%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$266M 5,059,122 +331,910 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$263M 4,998,440 +270,289 +6%
AF
11
Allworth Financial
California
$245M 4,659,143 +100,871 +2%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$179M 3,396,082 +799,466 +31%
Stifel Financial
13
Stifel Financial
Missouri
$176M 3,349,668 +98,370 +3%
Franklin Resources
14
Franklin Resources
California
$141M 2,726,675 +2,726,675 New
Morgan Stanley
15
Morgan Stanley
New York
$136M 2,586,255 -99,855 -4%
VA
16
Valmark Advisers
Ohio
$128M 2,434,121 +82,968 +4%
Asset Management One
17
Asset Management One
Japan
$118M 2,248,586 +112,564 +5%
SEI Investments
18
SEI Investments
Pennsylvania
$113M 2,141,190 -759,785 -26%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$92.7M 1,763,083 -126,101 -7%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$73.9M 1,405,406 +23,074 +2%
MG
21
Mather Group
Illinois
$67.1M 1,276,844 +63,358 +5%
MFG
22
Merit Financial Group
Georgia
$65.3M 1,242,834 -89,039 -7%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$61.6M 1,172,235 +219,971 +23%
LPL Financial
24
LPL Financial
California
$57.2M 1,087,332 +155,146 +17%
VFA
25
Voya Financial Advisors
Connecticut
$51.7M 982,525 -30,505 -3%
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