iShares Broad USD Investment Grade Corporate Bond ETF
USIG
378 hedge funds and large institutions have $9.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 112 reducing their positions, and 48 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 112
32% more capital invested
Capital invested by funds: $7.15B → $9.46B (+$2.31B)
17.99% more ownership
Funds ownership: 70.25% → 88.24% (+18%)
6% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 48
1% less funds holding
Funds holding: 382 → 378 (-4)
24% less funds holding in top 10
Funds holding in top 10: 25 → 19 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$2.25B |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$287M |
| 3 |
BlackRock
New York
|
+$148M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$33.6M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$246M |
| 2 |
Morgan Stanley
New York
|
-$101M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$58.5M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$45.3M |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$33M |
USIG Hedge Fund Activity: Q1 2024 in Review
378 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2024, worth a combined $9.46B — up 32% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new USIG positions and 48 closed out — a net gain of 3 holders — while 150 added to existing stakes and 112 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $2.25B. The largest seller was Bank of New York Mellon, cutting an estimated $246M.
- 378 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2024, down from 382 in Q4 2023.
- Funds reported $9.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2024, up 32% quarter-over-quarter.
- 51 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2024 and 48 closed out, a net change of +3 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2024 was UBS AM, an estimated $2.25B added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2024 was Bank of New York Mellon, an estimated $246M sold.
Based on aggregated 13F filings for Q1 2024.