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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
251
Kelly Financial Services
Massachusetts
$3.78K
AWM
252
Atticus Wealth Management
Florida
$3K -$48.1K -923 -94%
CHA
253
Carmichael Hill & Associates
Maryland
$3K
MS
254
Mizuho Securities
Japan
$3K +$52 +1 +2%
CA
255
CoreCap Advisors
Michigan
$3K +$2.66K +51 New
Qube Research & Technologies (QRT)
256
Qube Research & Technologies (QRT)
United Kingdom
$2K -$968K -18,585 -100%
HCP
257
Hexagon Capital Partners
Arkansas
$2K -$1.77K -34 -50%
CA
258
Clearstead Advisors
Ohio
$2K
KFI
259
Key Financial Inc
Pennsylvania
$2K
PA
260
PSI Advisors
Florida
$2K +$1.88K +36 New
TFS
261
TrustCore Financial Services
Tennessee
$2K +$1.93K +37 New
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$1.7K -$45.6K -875 -3%
CIAS
263
Capital Investment Advisory Services
North Carolina
$1K
EWM
264
Endurance Wealth Management
Rhode Island
$1K
IRC
265
Investors Research Corp
Georgia
$1K
WA
266
Win Advisors
Florida
$1K
HIA
267
Harbor Investment Advisory
Maryland
$1K +$104 +2 +10%
MCC
268
Money Concepts Capital
Florida
$1K +$989 +19 New
BRWM
269
B. Riley Wealth Management
Tennessee
$381 -$2.55K -49 -0.7%
EBA
270
Eagle Bay Advisors
New York
$153 +$156 +3 New
ACP
271
Aveo Capital Partners
Colorado
-$4.23M -76,931 Closed
SLWA
272
San Luis Wealth Advisors
California
-$3.63M -60,808 Closed
HCA
273
Heck Capital Advisors
Wisconsin
-$3.09M -56,113 Closed
AG
274
Ascent Group
Virginia
-$2.15M -39,135 Closed
5L
275
55I LLC
Massachusetts
-$2.03M -36,845 Closed

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.