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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
DHGWA
276
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K
KFI
277
Key Financial Inc
Pennsylvania
$3K
T
278
TCWP
Ohio
$3K +$3.58K +63 New
CA
279
Clearstead Advisors
Ohio
$2K
LWA
280
Lenox Wealth Advisors
New York
$2K
EWM
281
Endurance Wealth Management
Rhode Island
$1K -$34.1K -600 -97%
CIAS
282
Capital Investment Advisory Services
North Carolina
$1K
IRC
283
Investors Research Corp
Georgia
$1K
WA
284
Win Advisors
Florida
$1K
HIA
285
Harbor Investment Advisory
Maryland
$1K +$57 +1 +5%
AWM
286
Avior Wealth Management
Nebraska
$1K +$1.14K +20 New
Temasek Holdings
287
Temasek Holdings
Singapore
-$286M -4,794,315 Closed
Verition Fund Management
288
Verition Fund Management
Connecticut
-$27.6M -462,081 Closed
Jane Street
289
Jane Street
New York
-$6.79M -113,596 Closed
CCMG
290
Clark Capital Management Group
Pennsylvania
-$6.35M -106,347 Closed
FI
291
Fosun International
China
-$3.89M -65,071 Closed
BCM
292
Beaumont Capital Management
Massachusetts
-$3.03M -50,703 Closed
WF
293
Wayfinding Financial
Washington
-$2.43M -41,968 Closed
PA
294
PFG Advisors
Arizona
-$1.19M -19,853 Closed
Natixis Advisors
295
Natixis Advisors
Massachusetts
-$683K -11,428 Closed
MCA
296
Magnolia Capital Advisors
Mississippi
-$630K -10,554 Closed
RWP
297
Ridgecrest Wealth Partners
California
-$628K -10,508 Closed
BTWM
298
Baker Tilly Wealth Management
Wisconsin
-$472K -7,904 Closed
TC
299
TownSquare Capital
Utah
-$472K -7,904 Closed
KFSC
300
Keystone Financial Services (Colorado)
Colorado
-$329K -5,498 Closed

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.