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iShares Broad USD Investment Grade Corporate Bond ETF

246 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.89B → $4.12B (+$221M)

2% more funds holding

Funds holding: 242246 (+4)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.57% less ownership

Funds ownership: 69.76%69.19% (-0.57%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
29
Increased
86
Reduced
84
Closed
22
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$22M +$19.1M +319,528 +727%
GWM
27
Geneos Wealth Management
Colorado
$20.4M +$117K +1,951 +0.6%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$19.6M
DCC
29
Dow Chemical Company
Michigan
$18.2M +$17.9M +300,000 New
PSUF
30
People's United Financial
Connecticut
$16.8M +$16.6M +277,448 New
NW
31
NewEdge Wealth
Pennsylvania
$15.6M -$3.38M -56,626 -18%
WWM
32
WT Wealth Management
Arizona
$13.6M -$468K -7,833 -3%
MA
33
MUFG Americas
New York
$12.6M +$68.9K +1,153 +0.6%
SMM
34
Stadion Money Management
Georgia
$12.6M -$502K -8,400 -4%
AssetMark Inc
35
AssetMark Inc
California
$12.5M +$926K +15,497 +8%
DWM
36
Destination Wealth Management
California
$11.6M +$452K +7,574 +4%
EIA
37
Edgemoor Investment Advisors
Maryland
$11.4M -$359K -6,005 -3%
AF
38
Allworth Financial
California
$10.9M +$10.7M +179,617 New
Wells Fargo
39
Wells Fargo
California
$10.5M -$16.4M -274,471 -61%
SAM
40
Securian Asset Management
Minnesota
$9.47M +$1.27M +21,320 +16%
GWMIA
41
Global Wealth Management Investment Advisory
Florida
$8.66M +$263K +4,410 +3%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$8.53M +$490K +8,196 +6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$8.05M -$2.12M -35,549 -21%
PAMU
44
Pictet Asset Management (UK)
United Kingdom
$8.05M +$152K +2,543 +2%
SMI
45
Shelter Mutual Insurance
Missouri
$7.88M
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.85M +$349K +5,851 +5%
CFGF
47
Compass Financial Group (Florida)
Florida
$7.43M +$30.8K +515 +0.4%
Osaic Holdings
48
Osaic Holdings
Arizona
$6.97M +$39.5K +662 +0.6%
BA
49
Bellwether Advisors
Nebraska
$6.82M -$741K -12,411 -10%
NYLIM
50
New York Life Investment Management
New York
$6.6M +$2.21M +36,941 +51%

USIG Hedge Fund Activity: Q2 2021 in Review

246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2021, worth a combined $4.12B — up 5.7% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USIG positions and 22 closed out — a net gain of 7 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $59.2M.

  • 246 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $4.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $74.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2021.