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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
51
Compass Financial Group (Florida)
Florida
$6.76M -$40.2K -709 -0.6%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$6.58M +$4.19M +73,747 +161%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$6.51M +$2.38M +41,917 +55%
GWMIA
54
Global Wealth Management Investment Advisory
Florida
$6.05M -$719K -12,661 -10%
PAMS
55
Pictet Asset Management (Switzerland)
Switzerland
$5.85M -$1.54M -27,201 -20%
BA
56
Bellwether Advisors
Nebraska
$5.84M -$52.2K -920 -0.9%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$5.22M -$4.4M -77,568 -45%
NA
58
NewEdge Advisors
Louisiana
$5.04M -$65.7K -1,157 -1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$4.88M +$429K +7,559 +9%
CCA
60
Checchi Capital Advisers
California
$4.8M -$347K -6,111 -7%
ClearBridge Investments
61
ClearBridge Investments
New York
$4.56M +$698K +12,290 +17%
AA
62
Aire Advisors
California
$4.53M +$1.47M +25,901 +47%
ACP
63
Aveo Capital Partners
Colorado
$4.23M +$66.2K +1,167 +2%
COF
64
Capital One Financial
Virginia
$4.18M -$23.8M -419,486 -85%
AT
65
Arden Trust
Delaware
$4.08M +$694K +12,233 +20%
IWP
66
Insight Wealth Partners
Texas
$4.05M +$4.18M +73,601 New
SLWA
67
San Luis Wealth Advisors
California
$3.63M +$3.45M +60,808 New
DI
68
Diligent Investors
California
$3.4M -$413K -7,274 -11%
KAS
69
Kestra Advisory Services
Texas
$3.39M +$2.5M +43,990 +251%
SPIA
70
Steward Partners Investment Advisory
New York
$3.38M -$561K -9,883 -14%
KeyBank National Association
71
KeyBank National Association
Ohio
$3.34M -$130K -2,286 -4%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$3.28M -$66.1K -1,164 -2%
HCA
73
Heck Capital Advisors
Wisconsin
$3.09M -$2.51M -44,175 -44%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$2.99M -$36.4K -641 -1%
IDA
75
Intelligence Driven Advisers
California
$2.95M -$482K -8,491 -13%

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.