iShares Broad USD Investment Grade Corporate Bond ETF
USIG
86 hedge funds and large institutions have $5.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 5 closing their positions.
932% more capital invested
Capital invested by funds: $532M → $5.49B (+$4.96B)
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
8% more funds holding
Funds holding: 80 → 86 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4.1% less ownership
Funds ownership: 135.74% → 131.64% (-4.1%)
27% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 37
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $221K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.28M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.15M |
| 3 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$935K |
| 4 |
Barclays
London,
United Kingdom
|
+$903K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$10.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.1M |
| 3 |
NMIS
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
-$7.96M |
| 4 |
SCM
Saba Capital Management
New York
|
-$5.78M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$4.26M |
USIG Hedge Fund Activity: Q3 2014 in Review
86 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2014, worth a combined $5.49B — up 932% from $532M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new USIG positions and 5 closed out — a net gain of 6 holders — while 27 added to existing stakes and 37 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $1.28M. The largest seller was Bluefin Capital Management, cutting an estimated $10.4M.
- 86 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2014, up from 80 in Q2 2014.
- Funds reported $5.49B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2014, up 932% quarter-over-quarter.
- 11 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2014 and 5 closed out, a net change of +6 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2014 was Bank of New York Mellon, an estimated $1.28M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2014 was Bluefin Capital Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2014.