iShares Broad USD Investment Grade Corporate Bond ETF
USIG
250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.
195% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 19
42% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 59
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
16% more funds holding
Funds holding: 216 → 250 (+34)
9% less capital invested
Capital invested by funds: $4.43B → $4.03B (-$396M)
11.66% less ownership
Funds ownership: 78.76% → 67.1% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$158M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$69.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$45.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$32.3M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$942M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$55.8M |
| 3 |
AssetMark Inc
Concord,
California
|
-$48.4M |
| 4 |
Temasek Holdings
Singapore
|
-$31.5M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$17M |
USIG Hedge Fund Activity: Q4 2020 in Review
250 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2020, worth a combined $4.03B — down 9% from $4.43B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new USIG positions and 19 closed out — a net gain of 37 holders — while 84 added to existing stakes and 59 trimmed.
The largest buyer was Truist Financial, adding an estimated $158M. The largest seller was UBS Group, cutting an estimated $942M.
- 250 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2020, up from 216 in Q3 2020.
- Funds reported $4.03B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2020, down 9% quarter-over-quarter.
- 56 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2020 and 19 closed out, a net change of +37 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2020 was Truist Financial, an estimated $158M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2020 was UBS Group, an estimated $942M sold.
Based on aggregated 13F filings for Q4 2020.