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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
-$49K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.67B
2
AssetMark Inc
2
AssetMark Inc
California
$392M
3
Franklin Resources
3
Franklin Resources
California
$226M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$734M
5
Stifel Financial
5
Stifel Financial
Missouri
$214M

Top Sellers

1
NW
1
NewEdge Wealth
Pennsylvania
$326K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.42M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$77.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.67B 33,302,275 +2,088,031 +7%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$734M 14,596,537 +1,055,677 +8%
Ameriprise
3
Ameriprise
Minnesota
$523M 10,324,245 +613,878 +6%
AssetMark Inc
4
AssetMark Inc
California
$392M 7,790,463 +1,805,202 +30%
Truist Financial
5
Truist Financial
North Carolina
$371M 7,371,788 -118,354 -2%
JSTA
6
Japan Science & Technology Agency
Japan
$364M 7,234,311 – –
UBS Group
7
UBS Group
Switzerland
$333M 6,627,896 +45,137 +0.7%
BlackRock
8
BlackRock
New York
$294M 5,837,648 -95,029 -2%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$282M 5,603,082 +543,960 +11%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$272M 5,411 -174 -3%
AF
11
Allworth Financial
California
$266M 5,279,013 +619,870 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$256M 5,095,394 +96,954 +2%
Franklin Resources
13
Franklin Resources
California
$226M 4,494,500 +1,767,825 +65%
Stifel Financial
14
Stifel Financial
Missouri
$214M 4,250,905 +901,237 +27%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$173M 3,439,845 +43,763 +1%
Morgan Stanley
16
Morgan Stanley
New York
$129M 2,557,426 -28,829 -1%
VA
17
Valmark Advisers
Ohio
$129M 2,556,174 +122,053 +5%
SEI Investments
18
SEI Investments
Pennsylvania
$111M 2,198,507 +57,317 +3%
Asset Management One
19
Asset Management One
Japan
$110M 2,183,426 -65,160 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$77.2M 1,535,450 -227,633 -13%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$70.7M 1,406,474 +1,068 +0.1%
MG
22
Mather Group
Illinois
$66.8M 1,328,080 +51,236 +4%
MFG
23
Merit Financial Group
Georgia
$66M 1,312,543 +69,709 +6%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$63.4M 1,261,410 +89,175 +8%
LPL Financial
25
LPL Financial
California
$58.3M 1,160,398 +73,066 +7%
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