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iShares Broad USD Investment Grade Corporate Bond ETF

292 hedge funds and large institutions have $4.68B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 75

12% more funds holding

Funds holding: 260292 (+32)

1% more capital invested

Capital invested by funds: $4.65B → $4.68B (+$37.6M)

1.2% less ownership

Funds ownership: 70.58%69.38% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
56
Increased
106
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
251
Capital Asset Advisory Services
Michigan
$24K +$24.1K +401 New
Northern Trust
252
Northern Trust
Illinois
$23K -$52.3K -872 -2%
HIIFS
253
Harel Insurance Investments & Financial Services
Israel
$21K
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$20.6K +$3.12K +52 +18%
AFG
255
Albion Financial Group
Utah
$16K +$16.1K +268 New
CT
256
Caldwell Trust
Florida
$15.3K
AWM
257
AllSquare Wealth Management
New York
$15K
HWA
258
HHM Wealth Advisors
Tennessee
$12K
VCM
259
Versant Capital Management
Arizona
$11K
SIC
260
Salem Investment Counselors
North Carolina
$10K
WB
261
Webster Bank
Connecticut
$10K
NFG
262
Next Financial Group
Texas
$10K +$3.24K +54 +46%
CPA
263
Cardiff Park Advisors
California
$10K +$9.84K +164 New
DWA
264
Delos Wealth Advisors
Texas
$8K
BFC
265
Bedel Financial Consulting
Indiana
$8K +$8.34K +139 New
SWM
266
Selective Wealth Management
Virginia
$7K +$4.68K +78 +236%
CHC
267
City Holding Co
West Virginia
$5K +$4.86K +81 New
CA
268
CoreCap Advisors
Michigan
$5K +$5.16K +86 New
ZIG
269
Zullo Investment Group
Pennsylvania
$5K +$5.52K +92 New
GIA
270
Goodwin Investment Advisory
Georgia
$5K +$9.36K +156 New
CHA
271
Carmichael Hill & Associates
Maryland
$4K
DHGWA
272
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$3.72K +62 New
Toronto Dominion Bank
273
Toronto Dominion Bank
Ontario, Canada
$4K +$4.14K +69 New
MS
274
Mizuho Securities
Japan
$3K
NFSG
275
Newbridge Financial Services Group
Florida
$3K

USIG Hedge Fund Activity: Q4 2021 in Review

292 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2021, worth a combined $4.68B — up 0.81% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new USIG positions and 23 closed out — a net gain of 33 holders — while 106 added to existing stakes and 75 trimmed.

The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was AssetMark Inc, cutting an estimated $83.3M.

  • 292 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $4.68B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.81% quarter-over-quarter.
  • 56 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2021 and 23 closed out, a net change of +33 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $61.6M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2021 was AssetMark Inc, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2021.