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iShares Broad USD Investment Grade Corporate Bond ETF

246 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.89B → $4.12B (+$221M)

2% more funds holding

Funds holding: 242246 (+4)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.57% less ownership

Funds ownership: 69.76%69.19% (-0.57%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
29
Increased
86
Reduced
84
Closed
22
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
226
DZ Bank
Germany
$8.1K +$6.45K +108 New
NFG
227
Next Financial Group
Texas
$8K -$60 -1 -0.8%
CHA
228
Carmichael Hill & Associates
Maryland
$7K
HWMA
229
Heritage Wealth Management (Arizona)
Arizona
$7K
TCCM
230
Timber Creek Capital Management
Massachusetts
$7K +$6.99K +117 New
FFA
231
Founders Financial Alliance
North Carolina
$5K -$31.7K -530 -88%
BW
232
Bison Wealth
Georgia
$5K
NFSG
233
Newbridge Financial Services Group
Florida
$3K
TCM
234
Tradewinds Capital Management
Washington
$3K
MS
235
Mizuho Securities
Japan
$3K +$179 +3 +6%
HCP
236
Hexagon Capital Partners
Arkansas
$2K
SWM
237
Selective Wealth Management
Virginia
$2K
WB
238
Webster Bank
Connecticut
$2K
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.49K +25 New
CIAS
240
Capital Investment Advisory Services
North Carolina
$1K
HIA
241
Harbor Investment Advisory
Maryland
$1K
VNA
242
Valley National Advisers
Pennsylvania
$1K
FF
243
FourThought Financial
Florida
$1K +$657 +11 +61%
CAGAS
244
Capital Advisory Group Advisory Services
Minnesota
$1K +$1.37K +23 New
CFG
245
CNO Financial Group
Indiana
-$18.5M -312,900 Closed
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
-$7.7M -128,936 Closed
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
-$7.08M -119,950 Closed
Verition Fund Management
248
Verition Fund Management
Connecticut
-$2.85M -48,325 Closed
Wolverine Trading
249
Wolverine Trading
Illinois
-$760K -12,892 Closed
SFS
250
Sowell Financial Services
Arkansas
-$605K -10,128 Closed

USIG Hedge Fund Activity: Q2 2021 in Review

246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2021, worth a combined $4.12B — up 5.7% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USIG positions and 22 closed out — a net gain of 7 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $59.2M.

  • 246 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $4.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $74.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2021.