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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

3.85% more ownership

Funds ownership: 67.01% → 70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274 → 267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$269K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$115M
3
AF
Allworth Financial
California
+$62.2M
4
AssetMark Inc
AssetMark Inc
California
+$58.1M
5
RJA
Raymond James & Associates
Florida
+$32.2M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$127M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.4M
3
SMM
Stadion Money Management
Georgia
-$9.27M
4
MML Investors Services
MML Investors Services
Massachusetts
-$8.67M
5
NW
NewEdge Wealth
Pennsylvania
-$8.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
276
Meridian Wealth Management
Kentucky
– -$228K -4,470 Closed
EIA
277
Edgemoor Investment Advisors
Maryland
– -$217K -4,255 Closed
CW
278
CreativeOne Wealth
Kansas
– -$212K -4,169 Closed
JWCA
279
J.W. Cole Advisors
Florida
– -$210K -4,129 Closed
Creative Planning
280
Creative Planning
Kansas
– -$210K -4,126 Closed
SCM
281
Seascape Capital Management
New Hampshire
– -$206K -4,050 Closed
SB
282
Strategic Blueprint
Georgia
– -$205K -4,028 Closed
FA
283
Fermata Advisors
California
– -$204K -4,006 Closed
CIAS
284
CFS Investment Advisory Services
New Jersey
– -$204K -3,998 Closed
TA
285
TrueWealth Advisors
Alabama
– -$201K -3,950 Closed
EWA
286
EP Wealth Advisors
California
– -$178K -3,494 Closed
SWM
287
SeaCrest Wealth Management
New York
– -$118K -2,314 Closed
FMII
288
Farmers & Merchants Investments Inc
Nebraska
– -$104K -2,045 Closed
PFS
289
Prospera Financial Services
Texas
– -$103K -2,012 Closed
FCB
290
First Command Bank
Texas
– -$54K -1,057 Closed
FCFS
291
First Command Financial Services
Texas
– -$54K -1,057 Closed
HPC
292
HM Payson & Co
Maine
– -$51K -1,000 Closed
COCM
293
Charter Oak Capital Management
New Hampshire
– -$36K -709 Closed
TWA
294
TCI Wealth Advisors
Arizona
– -$8K -150 Closed
AFG
295
Albion Financial Group
Utah
– -$7K -134 Closed
AA
296
Ancora Advisors
Ohio
– -$6K -118 Closed
CHA
297
Carmichael Hill & Associates
Maryland
– -$3K -66 Closed
CA
298
CoreCap Advisors
Michigan
– -$3K -51 Closed
PA
299
PSI Advisors
Florida
– -$2K -36 Closed
Qube Research & Technologies (QRT)
300
Qube Research & Technologies (QRT)
United Kingdom
– -$2K -35 Closed
9 10 11
12
13

USIG Hedge Fund Activity: Q3 2022 in Review

267 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2022, worth a combined $4.66B — up 4.6% from $4.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of USIG and 39 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was American Family Insurance Mutual Holding, exiting entirely with an estimated $127M sold.

  • 267 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $4.66B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2022, up 4.6% quarter-over-quarter.
  • 39 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2022 and 42 closed out, a net change of -3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2022 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2022 was American Family Insurance Mutual Holding, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2022.