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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$24K +$156 +3 +0.6%
CH
227
Canton Hathaway
Rhode Island
$24K +$24.6K +472 New
QC
228
Quent Capital
New York
$23K -$444K -8,532 -95%
SSB
229
Sandy Spring Bank
Maryland
$21K +$21.4K +410 New
HIIFS
230
Harel Insurance Investments & Financial Services
Israel
$18K
Northern Trust
231
Northern Trust
Illinois
$16K -$519K -9,973 -24%
TRCT
232
Tower Research Capital (TRC)
New York
$15K +$15.6K +300 New
TAM
233
Tucker Asset Management
Colorado
$14.7K +$8.85K +170 +143%
HWMA
234
Heritage Wealth Management (Arizona)
Arizona
$13.3K
CT
235
Caldwell Trust
Florida
$13K
AWM
236
AllSquare Wealth Management
New York
$13K
NMG
237
New Millennium Group
Utah
$12K +$12.1K +233 New
DWA
238
Delos Wealth Advisors
Texas
$11K +$208 +4 +2%
HWA
239
HHM Wealth Advisors
Tennessee
$10K
SIC
240
Salem Investment Counselors
North Carolina
$10K +$2.08K +40 +25%
TCM
241
Tradewinds Capital Management
Washington
$9K -$1.72K -33 -16%
JP Morgan Chase
242
JP Morgan Chase
New York
$8K -$646K -12,409 -99%
WB
243
Webster Bank
Connecticut
$8K
TWA
244
TCI Wealth Advisors
Arizona
$8K +$7.81K +150 New
PTC
245
Private Trust Company
Ohio
$8K +$8.33K +160 New
AFG
246
Albion Financial Group
Utah
$7K
AA
247
Ancora Advisors
Ohio
$6K -$3.33K -64 -35%
SWM
248
Selective Wealth Management
Virginia
$6K
ZIG
249
Zullo Investment Group
Pennsylvania
$5K
CHC
250
City Holding Co
West Virginia
$4K

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.