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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
WIA
301
World Investment Advisors
California
-$288K -5,098 Closed
SI
302
Stephens Inc
Arkansas
-$288K -4,828 Closed
CP
303
Camelot Portfolios
Ohio
-$274K -4,591 Closed
OIA
304
OneDigital Investment Advisors
Kansas
-$259K -4,342 Closed
BFA
305
Beaumont Financial Advisors
Massachusetts
-$239K -4,008 Closed
UCFA
306
United Capital Financial Advisors
Texas
-$235K -3,936 Closed
FHC
307
First Heartland Consultants
Missouri
-$232 -3,885 Closed
TCM
308
Triumph Capital Management
Colorado
-$227K -3,801 Closed
TIAM2
309
Tru Independence Asset Management 2
Oregon
-$225K -3,771 Closed
FTUS
310
Flow Traders U.S.
New York
-$224K -3,754 Closed
JWCA
311
J.W. Cole Advisors
Florida
-$221K -3,703 Closed
OWA
312
One Wealth Advisors
California
-$211K -3,540 Closed
CBFP
313
Cedar Brook Financial Partners
Ohio
-$200K -3,356 Closed
AWM
314
Apollon Wealth Management
South Carolina
-$200K -3,352 Closed
FHA
315
First Horizon Advisors
Tennessee
-$68K -1,164 Closed
CAM
316
Caprin Asset Management
Virginia
-$46K -769 Closed
CWC
317
Carolinas Wealth Consulting
North Carolina
-$42K -698 Closed
BWM
318
Baystate Wealth Management
Massachusetts
-$32K -527 Closed
CH
319
Canton Hathaway
Rhode Island
-$28K -472 Closed
CAAS
320
Capital Asset Advisory Services
Michigan
-$24K -401 Closed
VCM
321
Versant Capital Management
Arizona
-$11K -190 Closed
BFC
322
Bedel Financial Consulting
Indiana
-$8K -139 Closed
CA
323
CoreCap Advisors
Michigan
-$5K -86 Closed
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
-$4K -69 Closed
IAG
325
Investmark Advisory Group
Connecticut
-$2K -36 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.