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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

110 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $940M → $1.1B (+$163M)

12% more funds holding

Funds holding: 98 → 110 (+12)

2.4% more ownership

Funds ownership: 145.48% → 147.88% (+2.4%)

84% less call options, than puts

Call options by funds: $246K | Put options by funds: $1.56M

Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
41
Reduced
28
Closed
7
Calls
$246K
Puts
$1.56M
Net Calls
-$1.32M
Net Calls Change
-$1.32M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$68.4M
2
AssetMark Inc
AssetMark Inc
California
+$47.1M
3
BlackRock
BlackRock
New York
+$19.5M
4
AWM
AE Wealth Management
Kansas
+$13.1M
5
SS
Simplicity Solutions
Minnesota
+$13M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$15.9M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$15.6M
3
IA
IndexIQ Advisors
New York
-$4.15M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.91M
5
Nomura Asset Management
Nomura Asset Management
Japan
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$4.1M – – –
BCI
27
Brinker Capital Investments
Pennsylvania
$3.74M -$333 -6 -0%
PWPCM
28
Perella Weinberg Partners Capital Management
New York
$3.65M +$3.63M +65,330 New
JIR
29
James Investment Research
Ohio
$3.28M +$44.4K +800 +1%
Goldman Sachs
30
Goldman Sachs
New York
$3.06M +$3.04M +54,784 New
SIA
31
SeaBridge Investment Advisors
New Jersey
$2.89M +$780K +14,040 +37%
Nomura Asset Management
32
Nomura Asset Management
Japan
$2.56M -$3.2M -57,600 -56%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.4M +$2.39M +43,044 New
CFP
34
Cornerstone Financial Partners
North Carolina
$2.26M -$971K -17,492 -30%
CA
35
Cetera Advisors
Colorado
$2.23M +$450K +8,110 +26%
BAC
36
Boys Arnold & Co
North Carolina
$2.01M +$233K +4,200 +13%
CCA
37
Checchi Capital Advisers
California
$1.86M – – –
ACP
38
Aveo Capital Partners
Colorado
$1.75M +$1.74M +31,296 New
SCA
39
Snowden Capital Advisors
New York
$1.69M +$275K +4,950 +20%
BFA
40
Beaumont Financial Advisors
Massachusetts
$1.54M +$1.53M +27,568 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.53M +$8K +144 +0.5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.33M +$170K +3,066 +15%
AG
43
Advisor Group
Arizona
$1.26M -$57.1K -1,028 -4%
HIIFS
44
Harel Insurance Investments & Financial Services
Israel
$1.06M +$1.05M +18,832 +8,639%
CCM
45
Canal Capital Management
Virginia
$967K +$6.33K +114 +0.7%
SSG
46
Summit Securities Group
New York
$892K +$887K +15,974 New
RT
47
Rockland Trust
Massachusetts
$865K +$284K +5,110 +49%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$827K +$194K +3,488 +31%
US Bancorp
49
US Bancorp
Minnesota
$790K +$99.1K +1,784 +14%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$786K +$641K +11,546 +458%
1
2
3 4 5

USIG Hedge Fund Activity: Q2 2017 in Review

110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2017, worth a combined $1.1B — up 17% from $940M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new USIG positions and 7 closed out — a net gain of 14 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $68.4M. The largest seller was Hengehold Capital Management, exiting entirely with an estimated $15.9M sold.

  • 110 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2017, up from 98 in Q1 2017.
  • Funds reported $1.1B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 21 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2017 and 7 closed out, a net change of +14 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2017 was UBS Group, an estimated $68.4M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2017 was Hengehold Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2017.