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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$26.4M +$408K +7,184 +2%
PSUF
27
People's United Financial
Connecticut
$25.8M +$15.1M +265,147 +130%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$25.2M -$4.88M -85,993 -16%
NW
29
NewEdge Wealth
Pennsylvania
$21.3M +$5.38M +94,769 +32%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$20.9M
BS
31
Banco Santander
Spain
$19.2M +$19.5M +343,644 +6,480%
Osaic Holdings
32
Osaic Holdings
Arizona
$15.1M -$823K -14,492 -5%
TF
33
Theory Financial
Colorado
$14.8M -$252K -4,438 -2%
GWM
34
Geneos Wealth Management
Colorado
$14.6M +$795 +14 +0%
WWM
35
WT Wealth Management
Arizona
$14.1M +$853K +15,028 +6%
Citadel Advisors
36
Citadel Advisors
Florida
$12M -$10.5M -185,601 -46%
CCFCSB
37
Cape Cod Five Cents Savings Bank
Massachusetts
$11.9M +$11.3M +198,198 +1,085%
MA
38
MUFG Americas
New York
$11.8M +$313K +5,518 +3%
DWM
39
Destination Wealth Management
California
$11.4M +$120K +2,111 +1%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$10.8M +$1.29M +22,800 +13%
MML Investors Services
41
MML Investors Services
Massachusetts
$10.7M -$340K -5,992 -3%
Wells Fargo
42
Wells Fargo
California
$10.4M -$1.31M -22,990 -11%
SMM
43
Stadion Money Management
Georgia
$10.1M -$224K -3,944 -2%
1WM
44
1900 Wealth Management
Texas
$9.69M -$2.78M -48,901 -22%
SAM
45
Securian Asset Management
Minnesota
$8.61M
SSWM
46
Smith Salley Wealth Management
North Carolina
$7.59M +$2.65M +46,597 +51%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.45M -$1.17M -20,602 -13%
NYLIM
48
New York Life Investment Management
New York
$7.22M -$21.2K -373 -0.3%
SMI
49
Shelter Mutual Insurance
Missouri
$7.16M
SEI Investments
50
SEI Investments
Pennsylvania
$6.86M +$436K +7,676 +7%

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.