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iShares Broad USD Investment Grade Corporate Bond ETF

246 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.89B → $4.12B (+$221M)

2% more funds holding

Funds holding: 242246 (+4)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.57% less ownership

Funds ownership: 69.76%69.19% (-0.57%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
29
Increased
86
Reduced
84
Closed
22
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$6.33M +$616K +10,314 +11%
PMAS
52
PNC Managed Account Solutions
Texas
$6.25M +$6.16M +103,084 New
HSBC Holdings
53
HSBC Holdings
United Kingdom
$6.13M -$6.27M -105,008 -51%
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$5.66M +$270K +4,527 +5%
HCA
55
Heck Capital Advisors
Wisconsin
$5.59M +$135K +2,254 +3%
MML Investors Services
56
MML Investors Services
Massachusetts
$5.57M -$325K -5,435 -6%
CFGS
57
Concourse Financial Group Securities
Alabama
$4.76M +$1.26M +21,023 +37%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$4.37M -$31.1K -521 -0.7%
SPIA
59
Steward Partners Investment Advisory
New York
$4.24M +$365K +6,117 +10%
ClearBridge Investments
60
ClearBridge Investments
New York
$4.14M +$2.15M +35,971 +111%
KeyBank National Association
61
KeyBank National Association
Ohio
$4.04M -$93.2K -1,561 -2%
IDA
62
Intelligence Driven Advisers
California
$3.87M +$3.81M +63,858 New
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$3.86M +$9.56K +160 +1%
US Bancorp
64
US Bancorp
Minnesota
$3.73M -$98.6K -1,651 -3%
CAN
65
Cetera Advisor Networks
California
$3.66M -$1.21M -20,321 -25%
AT
66
Arden Trust
Delaware
$3.62M +$2.14M +35,905 +151%
CCA
67
Checchi Capital Advisers
California
$3.59M -$60.9K -1,019 -2%
DI
68
Diligent Investors
California
$3.37M +$227K +3,796 +7%
RWG
69
Ratio Wealth Group
Colorado
$2.85M +$119K +1,990 +4%
VVP
70
Venture Visionary Partners
Ohio
$2.84M -$1.13M -18,995 -29%
3AM
71
3EDGE Asset Management
Florida
$2.79M +$662K +11,081 +32%
SIA
72
SeaBridge Investment Advisors
New Jersey
$2.79M -$8.36K -140 -0.3%
PAG
73
Private Advisor Group
New Jersey
$2.69M +$298K +4,996 +13%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$2.47M +$2.07M +34,617 +556%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$2.41M +$956K +16,010 +68%

USIG Hedge Fund Activity: Q2 2021 in Review

246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2021, worth a combined $4.12B — up 5.7% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USIG positions and 22 closed out — a net gain of 7 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $59.2M.

  • 246 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $4.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $74.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2021.