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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$22.8M
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$22.7M +$888K +14,583 +4%
1WM
28
1900 Wealth Management
Texas
$22.2M -$9.31M -152,799 -29%
GWM
29
Geneos Wealth Management
Colorado
$21.5M +$1.2M +19,719 +6%
Citadel Advisors
30
Citadel Advisors
Florida
$19.8M -$21.8M -357,522 -52%
Osaic Holdings
31
Osaic Holdings
Arizona
$19.4M +$12.6M +206,874 +180%
AF
32
Allworth Financial
California
$17.4M +$6.65M +109,144 +61%
PSUF
33
People's United Financial
Connecticut
$16.4M -$323K -5,311 -2%
NW
34
NewEdge Wealth
Pennsylvania
$16M +$522K +8,572 +3%
MML Investors Services
35
MML Investors Services
Massachusetts
$15.8M +$10.4M +170,461 +185%
WWM
36
WT Wealth Management
Arizona
$15.4M +$1.88M +30,918 +14%
MA
37
MUFG Americas
New York
$12.4M -$90.6K -1,488 -0.7%
DWM
38
Destination Wealth Management
California
$12.1M +$630K +10,344 +5%
SMM
39
Stadion Money Management
Georgia
$11.9M -$511K -8,383 -4%
Wells Fargo
40
Wells Fargo
California
$11.1M +$700K +11,502 +7%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$11M +$11.2M +183,171 New
EIA
42
Edgemoor Investment Advisors
Maryland
$9.53M -$1.79M -29,326 -16%
SAM
43
Securian Asset Management
Minnesota
$9.4M
MCWS
44
McKinley Carter Wealth Services
West Virginia
$8.95M +$495K +8,134 +6%
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$8.01M -$593K -9,732 -7%
PAMS
46
Pictet Asset Management (Switzerland)
Switzerland
$7.99M +$8.09M +132,921 New
SMI
47
Shelter Mutual Insurance
Missouri
$7.94M
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.9M +$123K +2,023 +2%
CFGF
49
Compass Financial Group (Florida)
Florida
$7.33M -$40.3K -662 -0.5%
NYLIM
50
New York Life Investment Management
New York
$7.27M +$731K +11,996 +11%

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.