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iShares Broad USD Investment Grade Corporate Bond ETF

287 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $4.66B → $5.21B (+$553M)

7% more funds holding

Funds holding: 267287 (+20)

8% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.39M

1.91% less ownership

Funds ownership: 70.85%68.94% (-1.9%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
104
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$43K +$42.7K +876 New
CTA
227
Colonial Trust Advisors
South Carolina
$38.8K +$38.5K +790 New
RFG
228
RFP Financial Group
Georgia
$34.7K +$34.4K +707 New
MCC
229
Money Concepts Capital
Florida
$33.3K +$32.2K +660 +3,474%
ICM
230
Islay Capital Management
Texas
$33.1K
AW
231
Avion Wealth
Texas
$32K
CAM
232
Caprin Asset Management
Virginia
$29.5K +$29.2K +600 New
PA
233
Parallel Advisors
California
$28.3K -$50.1K -1,029 -64%
CT
234
Cambridge Trust
Massachusetts
$26K +$26.1K +535 New
IGWM
235
ICA Group Wealth Management
Colorado
$26K +$25.8K +529 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$25.7K -$27.3K -560 -52%
HWMA
237
Heritage Wealth Management (Arizona)
Arizona
$25.5K +$12.7K +260 +100%
NFSG
238
Newbridge Financial Services Group
Florida
$23.8K -$12K -247 -34%
FFA
239
Founders Financial Alliance
North Carolina
$23.6K
CH
240
Canton Hathaway
Rhode Island
$23K
AIM
241
Anchor Investment Management
South Carolina
$22K -$9.94K -204 -31%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$22K -$556K -11,407 -96%
FFL
243
Financial Freedom LLC
Ohio
$21K +$20.9K +428 New
AWM
244
Accurate Wealth Management
Florida
$19.6K +$19K +389 New
USCWA
245
U.S. Capital Wealth Advisors
Texas
$19.3K +$19.1K +393 New
SIC
246
Salem Investment Counselors
North Carolina
$18.4K +$8.43K +173 +86%
LTI
247
Laffer Tengler Investments
Tennessee
$18.2K +$18K +370 New
HIIFS
248
Harel Insurance Investments & Financial Services
Israel
$18K
IRC
249
Investors Research Corp
Georgia
$16.6K +$16.5K +338 New
PS
250
PayPay Securities
Japan
$16K +$15.8K +325 New

USIG Hedge Fund Activity: Q4 2022 in Review

287 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2022, worth a combined $5.21B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new USIG positions and 40 closed out — a net gain of 25 holders — while 79 added to existing stakes and 104 trimmed.

The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $475M. The largest seller was Bank of America, cutting an estimated $230M.

  • 287 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2022, up from 267 in Q3 2022.
  • Funds reported $5.21B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 65 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2022 and 40 closed out, a net change of +25 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2022 was Personal Capital Advisors, an estimated $475M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2022 was Bank of America, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.