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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
FWP
251
Firethorn Wealth Partners
Georgia
-$299K -5,065 Closed
Creative Planning
252
Creative Planning
Kansas
-$260K -4,402 Closed
TNBTD
253
Trustmark National Bank Trust Department
Mississippi
-$236K -4,000 Closed
EFSCE
254
Enterprise Financial Services Corp (EFSC)
Missouri
-$220K -3,725 Closed
PFS
255
Prospera Financial Services
Texas
-$206K -3,483 Closed
EP
256
Eudaimonia Partners
Tennessee
-$55K -932 Closed
WAP
257
Wealthcare Advisory Partners
Pennsylvania
-$50K -849 Closed
AIC
258
Ameritas Investment Company
Nebraska
-$46.5K -788 Closed
Toronto Dominion Bank
259
Toronto Dominion Bank
Ontario, Canada
-$28K -482 Closed
AWA
260
Arkadios Wealth Advisors
Georgia
-$17K -291 Closed
WP
261
WealthShield Partners
North Carolina
-$13K -228 Closed
GG
262
Gleason Group
Kentucky
-$10K -169 Closed
TRCT
263
Tower Research Capital (TRC)
New York
-$10K -168 Closed
HFS
264
Horizon Financial Services
North Carolina
-$5K -91 Closed
FFC
265
First Financial Corp
Indiana
-$2K -40 Closed
LFG
266
Larson Financial Group
Missouri
-$1.19K -20 -71%
BWA
267
BDO Wealth Advisors
Florida
-$1K -17 Closed
MIM
268
MTM Investment Management
South Carolina
-$119 -2 -25%

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.