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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

3.85% more ownership

Funds ownership: 67.01% → 70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274 → 267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$269K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$115M
3
AF
Allworth Financial
California
+$62.2M
4
AssetMark Inc
AssetMark Inc
California
+$58.1M
5
RJA
Raymond James & Associates
Florida
+$32.2M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$127M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.4M
3
SMM
Stadion Money Management
Georgia
-$9.27M
4
MML Investors Services
MML Investors Services
Massachusetts
-$8.67M
5
NW
NewEdge Wealth
Pennsylvania
-$8.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
226
Northern Trust
Illinois
$16K +$74.2K +1,457 +5%
SWM
227
Spire Wealth Management
Virginia
$14K -$18K -354 -55%
CT
228
Caldwell Trust
Florida
$12.3K – – –
AWM
229
AllSquare Wealth Management
New York
$12K – – –
HWMA
230
Heritage Wealth Management (Arizona)
Arizona
$12K – – –
Citigroup
231
Citigroup
New York
$12K +$13.2K +260 New
OPW
232
Oxler Private Wealth
New York
$11.3K +$5.09K +100 New
NMG
233
New Millennium Group
Utah
$11K -$815 -16 -7%
SSB
234
Sandy Spring Bank
Maryland
$10K -$10.2K -200 -49%
DWA
235
Delos Wealth Advisors
Texas
$10K -$357 -7 -3%
HWA
236
HHM Wealth Advisors
Tennessee
$10K – – –
SIC
237
Salem Investment Counselors
North Carolina
$10K – – –
Nomura Asset Management
238
Nomura Asset Management
Japan
$9.61K -$1.25M -24,500 -99%
HS
239
Horan Securities
United States
$9K +$9.17K +180 New
TCM
240
Tradewinds Capital Management
Washington
$8K – – –
WB
241
Webster Bank
Connecticut
$8K – – –
SWM
242
Selective Wealth Management
Virginia
$8K +$2.65K +52 +47%
CHC
243
City Holding Co
West Virginia
$4K – – –
ZIG
244
Zullo Investment Group
Pennsylvania
$4K – – –
HFS
245
Hantz Financial Services
Michigan
$4K +$4.03K +79 New
BSSFA
246
Baron Silver Stevens Financial Advisors
Florida
$3.98K +$19.8K +388 New
KFS
247
Kelly Financial Services
Massachusetts
$3.59K +$51 +1 +1%
AWM
248
Atticus Wealth Management
Florida
$3K – – –
BBHC
249
Brown Brothers Harriman & Co
New York
$3K +$3.57K +70 New
KFI
250
Key Financial Inc
Pennsylvania
$2K – – –
8 9
10
11 12

USIG Hedge Fund Activity: Q3 2022 in Review

267 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2022, worth a combined $4.66B — up 4.6% from $4.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of USIG and 39 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was American Family Insurance Mutual Holding, exiting entirely with an estimated $127M sold.

  • 267 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $4.66B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2022, up 4.6% quarter-over-quarter.
  • 39 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2022 and 42 closed out, a net change of -3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2022 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2022 was American Family Insurance Mutual Holding, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2022.