We are live on ! Find out more
USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

98 hedge funds and large institutions have $940M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $748M → $940M (+$192M)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

9.32% more ownership

Funds ownership: 136.16% → 145.48% (+9.3%)

8% less funds holding

Funds holding: 107 → 98 (-9)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
33
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$190M
2
BlackRock
BlackRock
New York
+$169M
3
Morgan Stanley
Morgan Stanley
New York
+$16.5M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$15.5M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$7.43M

Top Sellers

Rank Fund Capital Flow
1
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$14.3M
2
AT
Arden Trust
Delaware
-$7.87M
3
AssetMark Inc
AssetMark Inc
California
-$6.96M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.98M
5
Goldman Sachs
Goldman Sachs
New York
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
51
Edmond de Rothschild Holding
Switzerland
$519K – – –
CIBC World Market
52
CIBC World Market
Ontario, Canada
$512K -$49K -896 -9%
BAS
53
Brown Advisory Securities
Maryland
$487K +$2.08K +38 +0.4%
SCG
54
Sonata Capital Group
Washington
$470K – – –
HH
55
Hilltop Holdings
Texas
$432K – – –
PAG
56
Private Advisor Group
New Jersey
$423K -$135K -2,472 -24%
RWP
57
RWA Wealth Partners
Massachusetts
$423K +$421K +7,694 New
CC
58
Courier Capital
New York
$411K – – –
MSAM
59
Moloney Securities Asset Management
Missouri
$376K +$374K +6,844 New
IA
60
IFP Advisors
Florida
$354K +$2.41K +44 +0.7%
ClearBridge Investments
61
ClearBridge Investments
New York
$351K +$985 +18 +0.3%
WB
62
WesBanco Bank
West Virginia
$309K – – –
GT
63
Greenleaf Trust
Michigan
$298K – – –
MFBTD
64
MB Financial Bank - Trust Department
Illinois
$296K +$35K +640 +13%
VC
65
Vicus Capital
Pennsylvania
$292K +$875 +16 +0.3%
Citigroup
66
Citigroup
New York
$287K -$3.06K -56 -1%
PVH
67
Psagot Value Holdings
Israel
$263K -$112K -2,048 -30%
AIP
68
Ameritas Investment Partners
Nebraska
$243K – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
$242K +$241K +4,402 New
MBT
70
Monroe Bank & Trust
Michigan
$229K -$82.1K -1,500 -26%
Barclays
71
Barclays
United Kingdom
$217K -$149K -2,720 -41%
CAN
72
Cetera Advisor Networks
California
$216K -$200K -3,658 -48%
RJA
73
Robshaw & Julian Associates
New York
$209K -$40.5K -740 -16%
CCM
74
Cribstone Capital Management
Maine
$162K – – –
CAM
75
Caprin Asset Management
Virginia
$160K -$31.4K -574 -16%
1 2
3
4 5

USIG Hedge Fund Activity: Q1 2017 in Review

98 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2017, worth a combined $940M — up 26% from $748M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of USIG and 13 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $190M. The largest seller was Metropolitan Life Insurance Company (MetLife), exiting entirely with an estimated $14.3M sold.

  • 98 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2017, down from 107 in Q4 2016.
  • Funds reported $940M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2017, up 26% quarter-over-quarter.
  • 13 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2017 and 16 closed out, a net change of -3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2017 was UBS Group, an estimated $190M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2017 was Metropolitan Life Insurance Company (MetLife), an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2017.