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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
AWM
276
Abound Wealth Management
Tennessee
$2.77K +$2.73K +56 New
KFI
277
Key Financial Inc
Pennsylvania
$2.21K – – –
WA
278
Win Advisors
Florida
$1.08K – – –
HIA
279
Harbor Investment Advisory
Maryland
$1.03K -$97 -2 -9%
EWM
280
Endurance Wealth Management
Rhode Island
$1K – – –
BTI
281
Blue Trust Inc
Georgia
$1K +$244 +5 +83%
TCWA
282
Ten Capital Wealth Advisors
Washington
$589 +$585 +12 New
LFG
283
Larson Financial Group
Missouri
$393 – – –
HCP
284
Hexagon Capital Partners
Arkansas
$196 – – –
HWM
285
HighMark Wealth Management
Minnesota
$155 – – –
LWANC
286
Laurel Wealth Advisors (North Carolina)
North Carolina
$148 +$146 +3 New
FIM
287
FWL Investment Management
Texas
$49 +$49 +1 New
State of Wisconsin Investment Board
288
State of Wisconsin Investment Board
Wisconsin
– -$18.2M -379,303 Closed
MA
289
MUFG Americas
New York
– -$10.2M -212,511 Closed
CWM
290
CMH Wealth Management
New Hampshire
– -$3.68M -76,638 Closed
IWP
291
Insight Wealth Partners
Texas
– -$3.45M -71,772 Closed
DCC
292
Dow Chemical Company
Michigan
– -$2.47M -51,458 Closed
OMC
293
Old Mission Capital
Illinois
– -$2.19M -45,468 Closed
Citadel Advisors
294
Citadel Advisors
Florida
– -$1.57M -32,207 Closed
Baird Financial Group
295
Baird Financial Group
Wisconsin
– -$1.27M -26,428 Closed
JWA
296
JFS Wealth Advisors
Pennsylvania
– -$648K -13,479 Closed
Bessemer Group
297
Bessemer Group
New Jersey
– -$554K -11,363 Closed
AFP
298
Ausdal Financial Partners
Iowa
– -$506K -10,537 Closed
NCG
299
Newport Capital Group
New Jersey
– -$371K -7,512 Closed
PWA
300
Physician Wealth Advisors
Utah
– -$349K -7,198 Closed
10 11
12
13 14

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.