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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

92 hedge funds and large institutions have $597M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 93 → 92 (-1)

5% less capital invested

Capital invested by funds: $629M → $597M (-$32.8M)

60% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 45

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
15
Increased
18
Reduced
45
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bluefin Capital Management
New York
+$15.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.6M
3
SCM
Saba Capital Management
New York
+$10.1M
4
Jane Street
Jane Street
New York
+$8.99M
5
ECM
ETrade Capital Management
Virginia
+$7.5M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$39M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.8M
3
NMLIC
Northwestern Mutual Life Insurance Company
Wisconsin
-$5.4M
4
Morgan Stanley
Morgan Stanley
New York
-$5.2M
5
UCFA
United Capital Financial Advisors
Texas
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMIS
26
Northwestern Mutual Investment Services
Wisconsin
$6.04M +$6.07M +112,916 New
RJA
27
Raymond James & Associates
Florida
$5.99M -$524K -9,754 -8%
LPL Financial
28
LPL Financial
California
$5.6M -$583K -10,856 -9%
PI
29
Placemark Investments
Illinois
$4.73M -$149K -2,782 -3%
BAC
30
Boys Arnold & Co
North Carolina
$3.8M -$446K -8,300 -10%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$3.3M +$526K +9,800 +19%
KC
32
Kingfisher Capital
North Carolina
$2.98M -$190K -3,528 -6%
JIR
33
James Investment Research
Ohio
$2.97M – – –
Ameriprise
34
Ameriprise
Minnesota
$2.39M -$34.9K -650 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.99M -$754K -14,032 -27%
NPC
36
National Planning Corporation
California
$1.77M -$1.57M -29,256 -47%
Nomura Asset Management
37
Nomura Asset Management
Japan
$1.23M -$21.5K -400 -2%
HFS
38
HL Financial Services
Kentucky
$1.09M +$185K +3,452 +20%
Deutsche Bank
39
Deutsche Bank
Germany
$1.09M – – –
CNB
40
City National Bank
California
$1.01M -$603K -11,224 -37%
TNBTD
41
Trustmark National Bank Trust Department
Mississippi
$961K – – –
Truist Financial
42
Truist Financial
North Carolina
$919K -$125K -2,318 -12%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$818K -$253K -4,708 -24%
CC
44
Courier Capital
New York
$772K – – –
IH
45
IFC Holdings
Florida
$730K -$905K -16,846 -55%
IA
46
IndexIQ Advisors
New York
$730K +$152K +2,838 +26%
MFBTD
47
MB Financial Bank - Trust Department
Illinois
$720K – – –
MA
48
MUFG Americas
New York
$695K +$80.9K +1,506 +13%
AEPG
49
American Economic Planning Group
New Jersey
$692K +$695K +12,946 New
AI
50
Atria Investments
North Carolina
$692K +$695K +12,946 New
1
2
3 4 5

USIG Hedge Fund Activity: Q4 2013 in Review

92 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2013, worth a combined $597M — down 5.2% from $629M a quarter earlier.

Fund positioning in USIG was balanced in Q4 2013: 15 funds opened new positions, 15 closed out, 18 added to existing stakes and 45 trimmed.

The largest buyer was Bluefin Capital Management, adding an estimated $15.4M. The largest seller was AssetMark Inc, cutting an estimated $39M.

  • 92 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2013, down from 93 in Q3 2013.
  • Funds reported $597M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2013, down 5.2% quarter-over-quarter.
  • 15 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2013 and 15 closed out, a net change of 0 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2013 was Bluefin Capital Management, an estimated $15.4M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2013 was AssetMark Inc, an estimated $39M sold.

Based on aggregated 13F filings for Q4 2013.