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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

107 hedge funds and large institutions have $748M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 105 → 107 (+2)

4% more capital invested

Capital invested by funds: $718M → $748M (+$30.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

9.45% less ownership

Funds ownership: 145.61% → 136.16% (-9.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
35
Reduced
36
Closed
9
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$218K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$51.8M
2
BFA
BlackRock Fund Advisors
California
+$42.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$36.4M
4
BlackRock
BlackRock
New York
+$17.1M
5
Ameriprise
Ameriprise
Minnesota
+$6.96M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$35.4M
2
Jane Street
Jane Street
New York
-$31.6M
3
WI
WBI Investments
New Jersey
-$23.2M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$8.99M
5
Goldman Sachs
Goldman Sachs
New York
-$8.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
76
Vicus Capital
Pennsylvania
$290K +$23.9K +432 +9%
Citigroup
77
Citigroup
New York
$288K -$994 -18 -0.3%
MFBTD
78
MB Financial Bank - Trust Department
Illinois
$260K – – –
RJA
79
Robshaw & Julian Associates
New York
$248K +$8.84K +160 +4%
AIP
80
Ameritas Investment Partners
Nebraska
$241K +$2.76K +50 +1%
MFS
81
MSI Financial Services
Massachusetts
$224K +$30.3K +548 +15%
NG
82
NatWest Group
United Kingdom
$202K -$426K -7,710 -68%
CAM
83
Caprin Asset Management
Virginia
$190K +$192K +3,484 New
CCM
84
Cribstone Capital Management
Maine
$161K – – –
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$133K -$1.33K -24 -1%
NFG
86
Next Financial Group
Texas
$99K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$96K -$47K -850 -33%
Northern Trust
88
Northern Trust
Illinois
$94K -$818K -14,816 -8%
GRP
89
Global Retirement Partners
California
$66K +$66.7K +1,208 New
GI
90
Gradient Investments
Minnesota
$65K -$18K -326 -21%
CFD
91
Creative Financial Designs
Indiana
$60K +$60.2K +1,090 New
CFG
92
Citizens Financial Group
Rhode Island
$58K – – –
IPC
93
Independent Portfolio Consultants
Florida
$42K -$1.1K -20 -3%
GWM
94
Geneos Wealth Management
Colorado
$36K -$3.09K -56 -8%
SEI Investments
95
SEI Investments
Pennsylvania
$32K -$22.6K -410 -41%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K – – –
Creative Planning
97
Creative Planning
Kansas
$26K -$29.4K -532 -53%
CTC
98
Central Trust Company
Missouri
$26K – – –
MCM
99
MV Capital Management
Maryland
$26K – – –
AIM
100
Anchor Investment Management
South Carolina
$24.5K – – –
1 2 3
4
5

USIG Hedge Fund Activity: Q4 2016 in Review

107 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2016, worth a combined $748M — up 4.3% from $718M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new USIG positions and 9 closed out — a net gain of 3 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Wells Fargo, adding an estimated $51.8M. The largest seller was UBS Group, cutting an estimated $35.4M.

  • 107 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2016, up from 105 in Q3 2016.
  • Funds reported $748M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2016, up 4.3% quarter-over-quarter.
  • 12 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2016 and 9 closed out, a net change of +3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2016 was Wells Fargo, an estimated $51.8M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2016 was UBS Group, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2016.