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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
KFI
276
Key Financial Inc
Pennsylvania
$3K +$2.76K +46 New
FCAS
277
First Command Advisory Services
Texas
$2K -$5.22K -87 -76%
FF
278
FourThought Financial
Florida
$2K
HCP
279
Hexagon Capital Partners
Arkansas
$2K
LWA
280
Lenox Wealth Advisors
New York
$2K
IRC
281
Investors Research Corp
Georgia
$2K +$1.56K +26 New
DI
282
Disciplined Investments
Oklahoma
$2K +$1.8K +30 New
CA
283
Clearstead Advisors
Ohio
$2K +$1.86K +31 New
IAG
284
Investmark Advisory Group
Connecticut
$2K +$2.16K +36 New
CIAS
285
Capital Investment Advisory Services
North Carolina
$1K
VNA
286
Valley National Advisers
Pennsylvania
$1K
HIA
287
Harbor Investment Advisory
Maryland
$1K +$60 +1 +6%
BWA
288
BDO Wealth Advisors
Florida
$1K +$660 +11 New
WA
289
Win Advisors
Florida
$1K +$1.32K +22 New
OFG
290
Oxford Financial Group
Indiana
$1K +$1.5K +25 New
FHC
291
First Heartland Consultants
Missouri
$232 -$7.38K -123 -3%
SLWA
292
San Luis Wealth Advisors
California
-$4.54M -75,570 Closed
OMC
293
Old Mission Capital
Illinois
-$2.05M -34,163 Closed
CAG
294
Csenge Advisory Group
Florida
-$1.61M -26,758 Closed
AC
295
AlphaCore Capital
California
-$987K -16,424 Closed
SWMG
296
Sanchez Wealth Management Group
Florida
-$565K -9,405 Closed
ACM
297
Advisors Capital Management
New Jersey
-$521K -8,669 Closed
W
298
WealthOne
New York
-$454K -7,551 Closed
DC
299
Davenport & Co
Virginia
-$254K -4,223 Closed
MIH
300
Meitav Investment House
Israel
-$244K -4,060 Closed

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.