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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNG
26
Manning & Napier Group
New York
$23.4M
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$19.3M
CPO
28
Cerity Partners OCIO
New York
$18.9M +$19.3M +371,231 New
NW
29
NewEdge Wealth
Pennsylvania
$18.6M -$1.12M -21,577 -6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$16.6M +$12.1M +231,507 +244%
TC
31
Trilogy Capital
California
$14.2M +$14.6M +279,392 New
GWM
32
Geneos Wealth Management
Colorado
$13.6M -$39K -749 -0.3%
Wells Fargo
33
Wells Fargo
California
$12.5M +$2.97M +57,120 +30%
BS
34
Banco Santander
Spain
$11.1M -$6.83M -131,073 -38%
MA
35
MUFG Americas
New York
$10.9M -$30.1K -578 -0.3%
MCWS
36
McKinley Carter Wealth Services
West Virginia
$10.7M +$737K +14,155 +7%
CCA
37
Checchi Capital Advisers
California
$10.6M +$5.93M +113,916 +130%
DWM
38
Destination Wealth Management
California
$10.2M -$392K -7,524 -4%
MML Investors Services
39
MML Investors Services
Massachusetts
$9.47M -$406K -7,794 -4%
SMM
40
Stadion Money Management
Georgia
$9.27M -$94.5K -1,814 -1%
NYLIM
41
New York Life Investment Management
New York
$9.17M +$2.54M +48,717 +37%
WWM
42
WT Wealth Management
Arizona
$8.81M -$4.29M -82,352 -32%
SAM
43
Securian Asset Management
Minnesota
$7.89M -$79.2K -1,520 -1%
1WM
44
1900 Wealth Management
Texas
$7.54M -$1.46M -28,036 -16%
TWM
45
Tolleson Wealth Management
Texas
$7.53M +$7.7M +147,798 New
SSWM
46
Smith Salley Wealth Management
North Carolina
$7M -$32.5K -624 -0.5%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$6.92M -$16.8M -323,022 -70%
Osaic Holdings
48
Osaic Holdings
Arizona
$6.89M -$7.28M -139,785 -51%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.83M -$73K -1,401 -1%
SMI
50
Shelter Mutual Insurance
Missouri
$6.63M

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.