iShares Broad USD Investment Grade Corporate Bond ETF
USIG
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.
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: 246 → 260 (+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: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Temasek Holdings
Singapore
|
+$245M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$182M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$178M |
| 4 |
AssetMark Inc
Concord,
California
|
+$174M |
| 5 |
FI
Fosun International
Hong Kong,
China
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$149M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$38.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$21.8M |
| 4 |
DCC
Dow Chemical Company
Midland,
Michigan
|
-$12.8M |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$9.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SL
276
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$13K | -209 | Closed |
|
|
OIA
277
Optimum Investment Advisors
Chicago,
Illinois
| – | -$12K | -200 | Closed |
|
|
CHC
278
City Holding Co
Charleston,
West Virginia
| – | -$10K | -161 | Closed |
|
|
TCCM
279
Timber Creek Capital Management
Boston,
Massachusetts
| – | -$7K | -117 | Closed |
|
|
HWMA
280
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| – | -$7K | -110 | Closed |
|
281
DZ Bank
Frankfurt Am Main,
Germany
| – | -$8.1K | -108 | Closed |
|
|
TCM
282
Tradewinds Capital Management
Bellingham,
Washington
| – | -$3K | -54 | Closed |
|
|
MPWT
283
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2K | -25 | 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.