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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Selective Wealth Management
Virginia
$2K
LWA
252
Lenox Wealth Advisors
New York
$2K +$2.5K +41 New
CAGAS
253
Capital Advisory Group Advisory Services
Minnesota
$1K
CIAS
254
Capital Investment Advisory Services
North Carolina
$1K
EWM
255
Endurance Wealth Management
Rhode Island
$1K
FF
256
FourThought Financial
Florida
$1K
VNA
257
Valley National Advisers
Pennsylvania
$1K
HIA
258
Harbor Investment Advisory
Maryland
$1K +$122 +2 +13%
WT
259
Washington Trust
Rhode Island
$1K +$1.4K +23 New
FRBONY
260
Federal Reserve Bank of New York
New York
-$122M -2,006,063 Closed
PAG
261
Private Advisor Group
New Jersey
-$2.69M -44,467 Closed
T
262
TRUADVICE
Florida
-$1.66M -27,071 Closed
BNP Paribas Financial Markets
263
BNP Paribas Financial Markets
France
-$909K -15,000 Closed
SS
264
Simplicity Solutions
Minnesota
-$716K -11,825 Closed
KM
265
Kalos Management
Georgia
-$680K -11,236 Closed
SFP
266
Sandbox Financial Partners
Maryland
-$319K -5,267 Closed
PCA
267
Pallas Capital Advisors
Massachusetts
-$309K -5,039 Closed
CWS
268
Cypress Wealth Services
California
-$294K -4,847 Closed
Sumitomo Mitsui Trust Group
269
Sumitomo Mitsui Trust Group
Japan
-$287K -4,734 Closed
MFW
270
Meristem Family Wealth
Minnesota
-$215K -3,552 Closed
CCM
271
Crabel Capital Management
California
-$212K -3,497 Closed
CFO
272
CVA Family Office
Colorado
-$77K -1,275 Closed
PWMG
273
Prestige Wealth Management Group
New Jersey
-$48K -800 Closed
Citigroup
274
Citigroup
New York
-$24K -388 Closed
PGWM
275
Parisi Gray Wealth Management
New Jersey
-$19K -317 Closed

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.