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iShares Broad USD Investment Grade Corporate Bond ETF

143 hedge funds and large institutions have $2.87B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $2.28B → $2.87B (+$583M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.35% more ownership

Funds ownership: 81.64%81.98% (+0.35%)

0% more funds holding

Funds holding: 143143 (0)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
23
Increased
57
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$8.91M +$161K +2,895 +2%
Truist Financial
27
Truist Financial
North Carolina
$8.48M +$3.75M +67,474 +83%
Goldman Sachs
28
Goldman Sachs
New York
$7.2M +$5.83M +105,003 +495%
GWMIA
29
Global Wealth Management Investment Advisory
Florida
$7.16M +$776K +13,967 +13%
PAMU
30
Pictet Asset Management (UK)
United Kingdom
$6.63M +$88.9K +1,600 +1%
MML Investors Services
31
MML Investors Services
Massachusetts
$5.29M +$157K +2,835 +3%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.72M +$1.37M +24,620 +42%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$4.72M +$370K +6,661 +9%
KeyBank National Association
34
KeyBank National Association
Ohio
$4.61M -$61.8K -1,113 -1%
CCA
35
Checchi Capital Advisers
California
$4.46M -$239K -4,304 -5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$4.36M +$3.64M +65,473 +595%
BTS
37
BB&T Securities
Virginia
$3.96M +$242K +4,364 +7%
BCI
38
Brinker Capital Investments
Pennsylvania
$3.82M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.73M -$24.6K -443 -0.7%
GWM
40
Geneos Wealth Management
Colorado
$3.68M +$282K +5,084 +9%
UBS AM
41
UBS AM
Illinois
$3.63M -$337K -6,058 -9%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$151K +2,724 +5%
ACP
43
Aveo Capital Partners
Colorado
$2.78M +$2.7M +48,621 New
SIA
44
SeaBridge Investment Advisors
New Jersey
$2.67M +$2.22K +40 +0.1%
US Bancorp
45
US Bancorp
Minnesota
$2.34M +$186K +3,357 +9%
MIAN
46
Mariner Independent Advisor Network
Kansas
$2.17M +$60.2K +1,084 +3%
SPIA
47
Steward Partners Investment Advisory
New York
$2.03M +$628K +11,299 +46%
DI
48
Diligent Investors
California
$1.99M +$1.94M +34,929 New
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$1.97M
SCA
50
Snowden Capital Advisors
New York
$1.9M +$49.7K +894 +3%

USIG Hedge Fund Activity: Q2 2019 in Review

143 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2019, worth a combined $2.87B — up 26% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new USIG positions and 20 closed out — a net gain of 3 holders — while 57 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $175M. The largest seller was BlackRock, cutting an estimated $22.2M.

  • 143 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.87B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 23 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2019 and 20 closed out, a net change of +3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2019 was Jane Street, an estimated $175M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2019 was BlackRock, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.