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iShares Broad USD Investment Grade Corporate Bond ETF

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$650M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 166189 (+23)

4.67% less ownership

Funds ownership: 82.07%77.4% (-4.7%)

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$3.7M +$310K +5,303 +9%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$3.59M -$503K -8,601 -13%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$3.44M -$108K -1,841 -3%
Renaissance Technologies
54
Renaissance Technologies
New York
$3.33M +$3.23M +55,200 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.31M +$1.27M +21,718 +66%
DI
56
Diligent Investors
California
$2.97M +$9.01K +154 +0.3%
SIA
57
SeaBridge Investment Advisors
New Jersey
$2.88M +$44.5K +760 +2%
US Bancorp
58
US Bancorp
Minnesota
$2.58M +$108K +1,850 +5%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$2.53M +$1.01M +17,314 +71%
SCA
60
Snowden Capital Advisors
New York
$2.53M +$464K +7,936 +23%
MIAN
61
Mariner Independent Advisor Network
Kansas
$2.45M -$188K -3,209 -7%
ClearBridge Investments
62
ClearBridge Investments
New York
$2.33M +$904K +15,446 +67%
TSA
63
Tri-Star Advisors
Texas
$2.23M +$2.13M +36,347 New
PAG
64
Private Advisor Group
New Jersey
$2.16M +$2.09M +35,686 New
AT
65
Arden Trust
Delaware
$1.81M +$793K +13,550 +82%
PA
66
PFG Advisors
Arizona
$1.79M -$7.67K -131 -0.4%
ANTB
67
AMG National Trust Bank
Colorado
$1.53M +$1.48M +25,300 New
KC
68
Kingfisher Capital
North Carolina
$1.47M +$1.42M +24,245 New
RT
69
Rockland Trust
Massachusetts
$1.45M -$135K -2,304 -9%
JP Morgan Chase
70
JP Morgan Chase
New York
$1.36M +$1.31M +22,347 +26,604%
WWM
71
WT Wealth Management
Arizona
$1.28M +$1.24M +21,270 New
CCA
72
Cobblestone Capital Advisors
New York
$1.23M +$169K +2,885 +16%
5L
73
55I LLC
Massachusetts
$1.16M +$1.13M +19,273 New
3AM
74
3EDGE Asset Management
Florida
$1.15M +$1.11M +18,979 New
RF
75
RHS Financial
California
$1.08M -$1.5M -25,637 -59%

USIG Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2020, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new USIG positions and 21 closed out — a net gain of 24 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $118M.

  • 189 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $3.71B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 45 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 21 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $110M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2020.