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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

166 hedge funds and large institutions have $3.06B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 163 → 166 (+3)

0.64% more ownership

Funds ownership: 81.43% → 82.07% (+0.64%)

7% less capital invested

Capital invested by funds: $3.28B → $3.06B (-$213M)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
45
Reduced
60
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$137M
2
MIM
MetLife Investment Management
New Jersey
+$41.7M
3
GWM
Geneos Wealth Management
Colorado
+$23.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
5
B
Barings
North Carolina
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.1M
3
RJA
Raymond James & Associates
Florida
-$40M
4
MFM
MD Financial Management
Ontario, Canada
-$28.2M
5
UBS Group
UBS Group
Switzerland
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$11.1M +$1.1M +18,916 +11%
Barclays
27
Barclays
United Kingdom
$10.5M +$7.79M +134,151 +250%
MA
28
MUFG Americas
New York
$9.9M -$120K -2,059 -1%
DWM
29
Destination Wealth Management
California
$9.13M -$12.1K -209 -0.1%
SAM
30
Securian Asset Management
Minnesota
$7.87M +$250K +4,300 +3%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$7.83M +$1.22M +21,040 +18%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$7.28M +$7.55M +130,000 New
BWL
33
Bogart Wealth LLC
Virginia
$7.21M +$7.47M +128,733 New
GWMIA
34
Global Wealth Management Investment Advisory
Florida
$6.18M +$55.6K +957 +0.9%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$4.76M +$4.93M +84,895 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$4.74M +$4.33M +74,671 +747%
KeyBank National Association
37
KeyBank National Association
Ohio
$4.14M -$217K -3,743 -5%
IA
38
IndexIQ Advisors
New York
$3.95M -$2.18M -37,556 -35%
MNG
39
Manning & Napier Group
New York
$3.89M – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$3.86M -$336K -5,793 -8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.81M +$102K +1,765 +3%
SMG
42
Spectrum Management Group
Indiana
$3.78M +$3.92M +67,517 New
BCI
43
Brinker Capital Investments
Pennsylvania
$3.75M – – –
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$3.73M -$339K -5,835 -8%
CCA
45
Checchi Capital Advisers
California
$3.64M -$262K -4,517 -6%
Osaic Holdings
46
Osaic Holdings
Arizona
$3.47M +$3.6M +61,988 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.3M -$187K -3,217 -5%
SPIA
48
Steward Partners Investment Advisory
New York
$3.14M -$647K -11,151 -17%
EF
49
Empowered Funds
Pennsylvania
$3.11M – – –
DI
50
Diligent Investors
California
$2.75M -$71.9K -1,238 -2%
1
2
3 4 5

USIG Hedge Fund Activity: Q1 2020 in Review

166 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2020, worth a combined $3.06B — down 6.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USIG positions and 24 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Jane Street, adding an estimated $137M. The largest seller was Bank of America, cutting an estimated $201M.

  • 166 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2020, up from 163 in Q4 2019.
  • Funds reported $3.06B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 31 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2020 and 24 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $137M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2020.