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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$6.85M +$575K +9,448 +9%
BA
52
Bellwether Advisors
Nebraska
$6.62M -$148K -2,422 -2%
HCA
53
Heck Capital Advisors
Wisconsin
$5.61M +$67.8K +1,114 +1%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$5.5M -$2.53M -41,513 -31%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$5.48M -$133K -2,191 -2%
DCC
56
Dow Chemical Company
Michigan
$5.37M -$12.8M -210,732 -70%
ACP
57
Aveo Capital Partners
Colorado
$4.79M +$4.85M +79,635 New
HSBC Holdings
58
HSBC Holdings
United Kingdom
$4.78M -$1.32M -21,615 -21%
SLWA
59
San Luis Wealth Advisors
California
$4.54M +$4.6M +75,570 New
Nomura Asset Management
60
Nomura Asset Management
Japan
$4.37M +$3.4M +55,900 +333%
SPIA
61
Steward Partners Investment Advisory
New York
$4.32M +$110K +1,806 +3%
ClearBridge Investments
62
ClearBridge Investments
New York
$4.22M +$116K +1,901 +3%
CFGS
63
Concourse Financial Group Securities
Alabama
$4.19M -$538K -8,828 -11%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.91M -$434K -7,131 -10%
IDA
65
Intelligence Driven Advisers
California
$3.88M +$42.1K +692 +1%
CAN
66
Cetera Advisor Networks
California
$3.78M +$148K +2,434 +4%
KeyBank National Association
67
KeyBank National Association
Ohio
$3.77M -$233K -3,822 -6%
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$3.75M
AT
69
Arden Trust
Delaware
$3.7M +$113K +1,848 +3%
US Bancorp
70
US Bancorp
Minnesota
$3.69M
CCA
71
Checchi Capital Advisers
California
$3.5M -$59.7K -980 -2%
DI
72
Diligent Investors
California
$3.37M
Barclays
73
Barclays
United Kingdom
$3.15M +$3.02M +49,607 +1,772%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$3.11M +$660K +10,834 +27%
RWG
75
Ratio Wealth Group
Colorado
$3.08M +$256K +4,200 +9%

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.