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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$6.38M +$365K +7,009 +6%
CFGF
52
Compass Financial Group (Florida)
Florida
$6.29M +$30.5K +585 +0.5%
SEI Investments
53
SEI Investments
Pennsylvania
$6.22M -$129K -2,470 -2%
Jane Street
54
Jane Street
New York
$5.28M +$5.39M +103,555 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$5.24M -$868K -16,669 -14%
PAMS
56
Pictet Asset Management (Switzerland)
Switzerland
$5.11M -$317K -6,084 -6%
BA
57
Bellwether Advisors
Nebraska
$4.78M -$639K -12,276 -12%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$4.77M +$259K +4,974 +6%
NA
59
NewEdge Advisors
Louisiana
$4.57M -$102K -1,956 -2%
AA
60
Aire Advisors
California
$4.03M -$114K -2,187 -3%
KAS
61
Kestra Advisory Services
Texas
$3.95M +$826K +15,868 +26%
GWMIA
62
Global Wealth Management Investment Advisory
Florida
$3.78M -$1.87M -35,936 -33%
IWP
63
Insight Wealth Partners
Texas
$3.74M -$14.7K -282 -0.4%
CWM
64
CMH Wealth Management
New Hampshire
$3.73M +$3.81M +73,126 New
ClearBridge Investments
65
ClearBridge Investments
New York
$3.65M -$591K -11,350 -14%
AT
66
Arden Trust
Delaware
$3.21M -$581K -11,151 -15%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$3.08M +$41.8K +802 +1%
CCFCSB
68
Cape Cod Five Cents Savings Bank
Massachusetts
$3.02M -$8.19M -157,268 -73%
SPIA
69
Steward Partners Investment Advisory
New York
$3.02M -$118K -2,274 -4%
DI
70
Diligent Investors
California
$2.93M -$223K -4,285 -7%
BWM
71
BerganKDV Wealth Management
Minnesota
$2.8M +$800K +15,355 +39%
KeyBank National Association
72
KeyBank National Association
Ohio
$2.77M -$329K -6,321 -10%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$2.71M -$61.1K -1,174 -2%
DCC
74
Dow Chemical Company
Michigan
$2.62M
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$2.58M +$1.09M +21,000 +71%

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.