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iShares Broad USD Investment Grade Corporate Bond ETF

292 hedge funds and large institutions have $4.68B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 75

12% more funds holding

Funds holding: 260292 (+32)

1% more capital invested

Capital invested by funds: $4.65B → $4.68B (+$37.6M)

1.2% less ownership

Funds ownership: 70.58%69.38% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
56
Increased
106
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$7M +$187K +3,117 +3%
Jane Street
52
Jane Street
New York
$6.79M -$49.7M -828,778 -88%
BA
53
Bellwether Advisors
Nebraska
$6.4M -$182K -3,037 -3%
CCMG
54
Clark Capital Management Group
Pennsylvania
$6.35M +$6.38M +106,347 New
Goldman Sachs
55
Goldman Sachs
New York
$6.02M +$5.39M +89,932 +824%
HCA
56
Heck Capital Advisors
Wisconsin
$5.99M +$412K +6,869 +7%
CCA
57
Checchi Capital Advisers
California
$5.58M +$2.11M +35,192 +60%
NA
58
NewEdge Advisors
Louisiana
$5.54M +$5.56M +92,704 New
SSWM
59
Smith Salley Wealth Management
North Carolina
$5.46M +$3.03M +50,484 +123%
DCC
60
Dow Chemical Company
Michigan
$5.33M
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$4.85M -$617K -10,291 -11%
CFGS
62
Concourse Financial Group Securities
Alabama
$4.63M +$463K +7,714 +11%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$4.56M -$196K -3,271 -4%
US Bancorp
64
US Bancorp
Minnesota
$4.54M +$871K +14,514 +24%
ACP
65
Aveo Capital Partners
Colorado
$4.53M -$232K -3,871 -5%
SPIA
66
Steward Partners Investment Advisory
New York
$4.26M -$30.9K -516 -0.7%
ClearBridge Investments
67
ClearBridge Investments
New York
$4.22M +$18.8K +313 +0.4%
DI
68
Diligent Investors
California
$4.13M +$811K +13,518 +24%
FI
69
Fosun International
China
$3.89M -$33.8M -564,148 -90%
QC
70
Quent Capital
New York
$3.82M +$3.84M +63,941 New
KeyBank National Association
71
KeyBank National Association
Ohio
$3.76M +$13.7K +229 +0.4%
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$3.73M
AT
73
Arden Trust
Delaware
$3.7M +$22.5K +375 +0.6%
RWG
74
Ratio Wealth Group
Colorado
$3.67M +$614K +10,230 +20%
IDA
75
Intelligence Driven Advisers
California
$3.67M -$87.3K -1,455 -2%

USIG Hedge Fund Activity: Q4 2021 in Review

292 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2021, worth a combined $4.68B — up 0.81% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new USIG positions and 23 closed out — a net gain of 33 holders — while 106 added to existing stakes and 75 trimmed.

The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was AssetMark Inc, cutting an estimated $83.3M.

  • 292 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $4.68B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.81% quarter-over-quarter.
  • 56 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2021 and 23 closed out, a net change of +33 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $61.6M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2021 was AssetMark Inc, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2021.