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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

287 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $4.66B → $5.21B (+$553M)

7% more funds holding

Funds holding: 267 → 287 (+20)

8% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.39M

1.91% less ownership

Funds ownership: 70.85% → 68.94% (-1.9%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
104
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
Personal Capital Advisors
California
+$475M
2
Principal Financial Group
Principal Financial Group
Iowa
+$63.4M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$54.7M
4
Jane Street
Jane Street
New York
+$18.4M
5
BFM
Boston Financial Management
Massachusetts
+$17.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$230M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$29.3M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$18.2M
4
AWM
Aprio Wealth Management
Georgia
-$14.9M
5
AWM
AE Wealth Management
Kansas
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$14K – – –
RG
252
Retirement Group
California
$14K +$13.9K +286 New
PFM
253
Phillips Financial Management
Indiana
$13.8K -$5.99K -123 -31%
TAM
254
Tucker Asset Management
Colorado
$13.7K -$7.41K -152 -35%
QC
255
Quent Capital
New York
$13.1K -$9.6K -197 -42%
CT
256
Caldwell Trust
Florida
$12.6K – – –
AWM
257
AllSquare Wealth Management
New York
$12.3K – – –
CA
258
CoreCap Advisors
Michigan
$11.8K +$11.7K +241 New
FFA
259
Farther Finance Advisors
California
$10.4K +$10.3K +212 New
NMG
260
New Millennium Group
Utah
$10.3K -$390 -8 -4%
RFS
261
Retirement Financial Solutions
Tennessee
$10.3K +$10.2K +209 New
HWA
262
HHM Wealth Advisors
Tennessee
$10K – – –
Nomura Asset Management
263
Nomura Asset Management
Japan
$9.82K – – –
HS
264
Horan Securities
United States
$8.84K – – –
HNB
265
Huntington National Bank
Ohio
$8.69K – – –
TCM
266
Tradewinds Capital Management
Washington
$8.54K +$244 +5 +3%
DWA
267
Delos Wealth Advisors
Texas
$8.5K -$2.05K -42 -20%
SCA
268
Stonebridge Capital Advisors
Minnesota
$6.63K +$6.58K +135 New
BAM
269
Belpointe Asset Management
Nevada
$6.14K +$6.09K +125 New
RBC
270
Romano Brothers & Co
Illinois
$4.76K +$4.73K +97 New
ZIG
271
Zullo Investment Group
Pennsylvania
$4.52K – – –
AWM
272
Accel Wealth Management
Iowa
$4.37K -$115K -2,351 -96%
CHC
273
City Holding Co
West Virginia
$3.98K – – –
KFS
274
Kelly Financial Services
Massachusetts
$3.71K +$49 +1 +1%
BBHC
275
Brown Brothers Harriman & Co
New York
$3.44K – – –
9 10
11
12 13

USIG Hedge Fund Activity: Q4 2022 in Review

287 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2022, worth a combined $5.21B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new USIG positions and 40 closed out — a net gain of 25 holders — while 79 added to existing stakes and 104 trimmed.

The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $475M. The largest seller was Bank of America, cutting an estimated $230M.

  • 287 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2022, up from 267 in Q3 2022.
  • Funds reported $5.21B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 65 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2022 and 40 closed out, a net change of +25 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2022 was Personal Capital Advisors, an estimated $475M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2022 was Bank of America, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.