iShares Broad USD Investment Grade Corporate Bond ETF
USIG
143 hedge funds and large institutions have $2.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 18 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
22% more capital invested
Capital invested by funds: $1.87B → $2.28B (+$410M)
5% more funds holding
Funds holding: 136 → 143 (+7)
9% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 45
0.89% more ownership
Funds ownership: 80.75% → 81.64% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$73.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$55M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.2M |
| 5 |
BlackRock
New York
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$18.9M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$13.8M |
| 3 |
AssetMark Inc
Concord,
California
|
-$5.36M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$2.98M |
| 5 |
JWM
JGP Wealth Management
Bend,
Oregon
|
-$1.92M |
USIG Hedge Fund Activity: Q1 2019 in Review
143 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2019, worth a combined $2.28B — up 22% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new USIG positions and 18 closed out — a net gain of 7 holders — while 49 added to existing stakes and 45 trimmed.
The largest buyer was Suntrust Banks, opening a new position worth an estimated $73.2M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $18.9M.
- 143 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2019, up from 136 in Q4 2018.
- Funds reported $2.28B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2019, up 22% quarter-over-quarter.
- 25 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2019 and 18 closed out, a net change of +7 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2019 was Suntrust Banks, an estimated $73.2M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2019.