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iShares Broad USD Investment Grade Corporate Bond ETF

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$650M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 166189 (+23)

4.67% less ownership

Funds ownership: 82.07%77.4% (-4.7%)

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$15.5M -$65.4M -1,117,584 -81%
SMM
27
Stadion Money Management
Georgia
$12.5M -$610K -10,421 -5%
SWMG
28
Sanchez Wealth Management Group
Florida
$12.1M +$11.8M +200,918 New
MNG
29
Manning & Napier Group
New York
$11.9M
FTUS
30
Flow Traders U.S.
New York
$10.6M +$10.2M +175,095 New
DWM
31
Destination Wealth Management
California
$10.2M +$359K +6,129 +4%
Nomura Asset Management
32
Nomura Asset Management
Japan
$10.1M +$8.31M +141,900 +556%
AssetMark Inc
33
AssetMark Inc
California
$9.97M -$1.96M -33,500 -17%
Osaic Holdings
34
Osaic Holdings
Arizona
$9.58M +$5.65M +96,589 +156%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.57M +$9.27M +158,471 New
SAM
36
Securian Asset Management
Minnesota
$9.08M +$576K +9,840 +7%
BWL
37
Bogart Wealth LLC
Virginia
$8.68M +$872K +14,897 +12%
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$7.98M +$1.27M +21,716 +20%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$7.86M
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$7.74M -$686K -11,724 -8%
OMC
41
Old Mission Capital
Illinois
$6.21M +$4.51M +77,063 +300%
MML Investors Services
42
MML Investors Services
Massachusetts
$5.59M +$1.38M +23,529 +34%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$5.55M +$422K +7,216 +9%
EIA
44
Edgemoor Investment Advisors
Maryland
$5.46M +$5.29M +90,365 New
AWE
45
Avidian Wealth Enterprises
Texas
$5.26M +$3.78M +64,634 +288%
IA
46
IndexIQ Advisors
New York
$4.55M +$281K +4,799 +7%
KeyBank National Association
47
KeyBank National Association
Ohio
$4.53M +$66.4K +1,135 +2%
MAFM
48
Mid Atlantic Financial Management
Pennsylvania
$4.22M +$192K +3,289 +5%
BCI
49
Brinker Capital Investments
Pennsylvania
$4.04M
CCA
50
Checchi Capital Advisers
California
$3.8M -$122K -2,090 -3%

USIG Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2020, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new USIG positions and 21 closed out — a net gain of 24 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $118M.

  • 189 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $3.71B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 45 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 21 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $110M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2020.