iShares Broad USD Investment Grade Corporate Bond ETF
USIG
102 hedge funds and large institutions have $1.13B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 14 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 28
51% more call options, than puts
Call options by funds: $729K | Put options by funds: $483K
2% more capital invested
Capital invested by funds: $1.1B → $1.13B (+$23.7M)
0.42% less ownership
Funds ownership: 147.88% → 147.47% (-0.42%)
7% less funds holding
Funds holding: 110 → 102 (-8)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$51.7M |
| 2 |
BlackRock
New York
|
+$14.6M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$9.43M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.71M |
| 5 |
MA
MUFG Americas
New York
|
+$6.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$43.5M |
| 2 |
Morgan Stanley
New York
|
-$17.4M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$13.1M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$4.83M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.55M |
USIG Hedge Fund Activity: Q3 2017 in Review
102 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2017, worth a combined $1.13B — up 2.1% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of USIG and 9 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 43 added.
The largest buyer was UBS Group, adding an estimated $51.7M. The largest seller was AssetMark Inc, cutting an estimated $43.5M.
- 102 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2017, down from 110 in Q2 2017.
- Funds reported $1.13B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2017, up 2.1% quarter-over-quarter.
- 9 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2017 and 14 closed out, a net change of -5 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $51.7M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2017 was AssetMark Inc, an estimated $43.5M sold.
Based on aggregated 13F filings for Q3 2017.