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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

166 hedge funds and large institutions have $3.06B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 163 → 166 (+3)

0.64% more ownership

Funds ownership: 81.43% → 82.07% (+0.64%)

7% less capital invested

Capital invested by funds: $3.28B → $3.06B (-$213M)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
45
Reduced
60
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$137M
2
MIM
MetLife Investment Management
New Jersey
+$41.7M
3
GWM
Geneos Wealth Management
Colorado
+$23.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
5
B
Barings
North Carolina
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.1M
3
RJA
Raymond James & Associates
Florida
-$40M
4
MFM
MD Financial Management
Ontario, Canada
-$28.2M
5
UBS Group
UBS Group
Switzerland
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
51
SeaBridge Investment Advisors
New Jersey
$2.63M – – –
RF
52
RHS Financial
California
$2.44M +$253K +4,352 +11%
MIAN
53
Mariner Independent Advisor Network
Kansas
$2.42M +$356K +6,127 +16%
US Bancorp
54
US Bancorp
Minnesota
$2.29M -$154K -2,660 -6%
SCA
55
Snowden Capital Advisors
New York
$1.9M +$9.81K +169 +0.5%
HIIFS
56
Harel Insurance Investments & Financial Services
Israel
$1.89M -$261K -4,500 -12%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.85M -$1.28M -22,021 -40%
PA
58
PFG Advisors
Arizona
$1.72M -$5.11K -88 -0.3%
RT
59
Rockland Trust
Massachusetts
$1.48M -$342K -5,887 -18%
BAC
60
Boys Arnold & Co
North Carolina
$1.46M – – –
OMC
61
Old Mission Capital
Illinois
$1.44M +$212K +3,652 +17%
Nomura Asset Management
62
Nomura Asset Management
Japan
$1.43M +$1.48M +25,500 New
CWM
63
Cahaba Wealth Management
Georgia
$1.38M -$177K -3,047 -11%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.38M +$42.1K +726 +3%
ClearBridge Investments
65
ClearBridge Investments
New York
$1.3M -$639K -11,016 -32%
AWE
66
Avidian Wealth Enterprises
Texas
$1.26M +$959K +16,522 +280%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.24M +$1.29M +22,177 New
WA
68
Wealthstar Advisors
Texas
$1.19M -$12.8K -221 -1%
Allianz Asset Management
69
Allianz Asset Management
Germany
$1.04M +$1.07M +18,500 New
SFS
70
Sowell Financial Services
Arkansas
$1.01M -$3.66K -63 -0.3%
CG
71
Colony Group
Massachusetts
$981K -$36.2K -623 -3%
CCA
72
Cobblestone Capital Advisors
New York
$981K +$69.1K +1,190 +7%
AWM
73
Alterna Wealth Management
Texas
$968K – – –
AT
74
Arden Trust
Delaware
$923K -$510K -8,781 -35%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$922K -$12.4K -213 -1%
1 2
3
4 5

USIG Hedge Fund Activity: Q1 2020 in Review

166 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2020, worth a combined $3.06B — down 6.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USIG positions and 24 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Jane Street, adding an estimated $137M. The largest seller was Bank of America, cutting an estimated $201M.

  • 166 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2020, up from 163 in Q4 2019.
  • Funds reported $3.06B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 31 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2020 and 24 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $137M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2020.