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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

93 hedge funds and large institutions have $549M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

9.98% more ownership

Funds ownership: 131.64% → 141.62% (+10%)

8% more funds holding

Funds holding: 86 → 93 (+7)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

90% less capital invested

Capital invested by funds: $5.49B → $549M (-$4.94B)

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
32
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$16.5M
2
AssetMark Inc
AssetMark Inc
California
+$15.9M
3
Morgan Stanley
Morgan Stanley
New York
+$9.66M
4
Wells Fargo
Wells Fargo
California
+$7.47M
5
ECM
ETrade Capital Management
Virginia
+$2.85M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$5B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.89M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.95M
4
BCM
Bluefin Capital Management
New York
-$1.7M
5
SAS
Sage Advisory Services
Texas
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
26
James Investment Research
Ohio
$4.9M – – –
SIM
27
Strategic Income Management
Washington
$4.57M +$4.55M +81,690 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.96M +$83K +1,490 +2%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$3.71M -$55.7K -1,000 -1%
BAC
30
Boys Arnold & Co
North Carolina
$3.34M -$97.5K -1,750 -3%
KC
31
Kingfisher Capital
North Carolina
$2.91M +$5.9K +106 +0.2%
Ameriprise
32
Ameriprise
Minnesota
$2.65M +$138K +2,474 +5%
Lazard Asset Management
33
Lazard Asset Management
New York
$2.37M – – –
Deutsche Bank
34
Deutsche Bank
Germany
$1.99M -$713K -12,800 -26%
PVH
35
Psagot Value Holdings
Israel
$1.91M +$274K +4,918 +17%
Nomura Asset Management
36
Nomura Asset Management
Japan
$1.09M -$991K -17,800 -48%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.06M +$97.7K +1,754 +10%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$1.01M – – –
BA
39
BlackRock Advisors
Delaware
$892K +$371K +6,668 +72%
BA
40
Boston Advisors
Massachusetts
$876K +$595K +10,676 +214%
IPC
41
Independent Portfolio Consultants
Florida
$873K -$3.9K -70 -0.4%
KAH
42
Kathryn A. Hall
$763K +$760K +13,650 New
MA
43
MUFG Americas
New York
$726K -$27.8K -500 -4%
SS
44
Simplicity Solutions
Minnesota
$717K +$714K +12,820 New
AI
45
Atria Investments
North Carolina
$707K -$891 -16 -0.1%
Truist Financial
46
Truist Financial
North Carolina
$648K -$383K -6,872 -37%
CC
47
Courier Capital
New York
$640K – – –
AIP
48
Ameritas Investment Partners
Nebraska
$575K +$573K +10,290 New
Barclays
49
Barclays
United Kingdom
$552K -$351K -6,308 -39%
AFG
50
Arkansas Financial Group
Arkansas
$526K +$59.6K +1,070 +13%
1
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3 4 5

USIG Hedge Fund Activity: Q4 2014 in Review

93 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2014, worth a combined $549M — down 90% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new USIG positions and 11 closed out — a net gain of 10 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $16.5M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $5B sold.

  • 93 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2014, up from 86 in Q3 2014.
  • Funds reported $549M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2014, down 90% quarter-over-quarter.
  • 21 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2014 and 11 closed out, a net change of +10 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2014 was PNC Financial Services Group, an estimated $16.5M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2014 was Americafirst Capital Management, an estimated $5B sold.

Based on aggregated 13F filings for Q4 2014.