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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Ameritas Investment Partners
Nebraska
$94K +$6.81K +120 +8%
AIC
227
Archer Investment Corporation
Indiana
$92.2K -$40.1K -707 -29%
RCM
228
Raleigh Capital Management
North Carolina
$86K +$89.1K +1,569 New
Fidelity Investments
229
Fidelity Investments
Massachusetts
$85K -$66.4K -1,170 -43%
PCG
230
Private Capital Group
Connecticut
$74K +$227 +4 +0.3%
CFO
231
CVA Family Office
Colorado
$70K
AF
232
Arrow Financial
New York
$70K +$71.8K +1,264 New
EDRH
233
Edmond de Rothschild Holding
Switzerland
$68K
SWM
234
Spire Wealth Management
Virginia
$64K
PA
235
Parallel Advisors
California
$61K +$7.38K +130 +13%
BWL
236
Bogart Wealth LLC
Virginia
$60K -$3.06K -54 -5%
FCB
237
First Command Bank
Texas
$58K +$60K +1,057 New
FCFS
238
First Command Financial Services
Texas
$58K +$60K +1,057 New
CFD
239
Creative Financial Designs
Indiana
$56K
SMG
240
Spectrum Management Group
Indiana
$56K +$7.95K +140 +16%
AWM
241
Atticus Wealth Management
Florida
$54K +$56K +986 New
SC
242
Siena Capital
Ohio
$51K +$52.1K +918 New
COCM
243
Charter Oak Capital Management
New Hampshire
$40K
ICM
244
Islay Capital Management
Texas
$37K
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$35K +$35.6K +627 New
FWM
246
Focused Wealth Management
New York
$31K +$32.1K +566 New
GI
247
Gradient Investments
Minnesota
$27K -$4.54K -80 -14%
FFA
248
Founders Financial Alliance
North Carolina
$26K
NFSG
249
Newbridge Financial Services Group
Florida
$26K +$24.3K +428 +951%
AIM
250
Anchor Investment Management
South Carolina
$24.7K

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.