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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
251
Northern Trust
Illinois
$22K +$82.4K +1,452 +4%
HIIFS
252
Harel Insurance Investments & Financial Services
Israel
$20K
Koshinski Asset Management
253
Koshinski Asset Management
Illinois
$19.6K +$738 +13 +4%
CT
254
Caldwell Trust
Florida
$14.1K
AWM
255
AllSquare Wealth Management
New York
$14K
HWMA
256
Heritage Wealth Management (Arizona)
Arizona
$14K +$14.8K +260 New
DWA
257
Delos Wealth Advisors
Texas
$12K +$4.43K +78 +56%
Nomura Asset Management
258
Nomura Asset Management
Japan
$11K -$2.44M -42,900 -100%
HWA
259
HHM Wealth Advisors
Tennessee
$11K
TCM
260
Tradewinds Capital Management
Washington
$11K +$11.5K +202 New
AA
261
Ancora Advisors
Ohio
$10K -$14.6K -258 -59%
CPA
262
Cardiff Park Advisors
California
$9K
SIC
263
Salem Investment Counselors
North Carolina
$9K
WB
264
Webster Bank
Connecticut
$9K
IAIM
265
Industrial Alliance Investment Management
Quebec, Canada
$8K -$610K -10,751 -99%
AFG
266
Albion Financial Group
Utah
$7K -$7.61K -134 -50%
TAM
267
Tucker Asset Management
Colorado
$6.55K +$6.75K +119 New
SWM
268
Selective Wealth Management
Virginia
$6K
ZIG
269
Zullo Investment Group
Pennsylvania
$5K
KFS
270
Kelly Financial Services
Massachusetts
$4.05K -$19.1K -337 -82%
CHA
271
Carmichael Hill & Associates
Maryland
$4K
CHC
272
City Holding Co
West Virginia
$4K
HCP
273
Hexagon Capital Partners
Arkansas
$4K +$1.93K +34 +100%
CIAS
274
CFS Investment Advisory Services
New Jersey
$4K +$12.4M +218,289 New
MS
275
Mizuho Securities
Japan
$3K -$57 -1 -2%

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.