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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

110 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $940M → $1.1B (+$163M)

12% more funds holding

Funds holding: 98 → 110 (+12)

2.4% more ownership

Funds ownership: 145.48% → 147.88% (+2.4%)

84% less call options, than puts

Call options by funds: $246K | Put options by funds: $1.56M

Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
41
Reduced
28
Closed
7
Calls
$246K
Puts
$1.56M
Net Calls
-$1.32M
Net Calls Change
-$1.32M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$68.4M
2
AssetMark Inc
AssetMark Inc
California
+$47.1M
3
BlackRock
BlackRock
New York
+$19.5M
4
AWM
AE Wealth Management
Kansas
+$13.1M
5
SS
Simplicity Solutions
Minnesota
+$13M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$15.9M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$15.6M
3
IA
IndexIQ Advisors
New York
-$4.15M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.91M
5
Nomura Asset Management
Nomura Asset Management
Japan
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
$221K – – –
NG
77
NatWest Group
United Kingdom
$218K +$217K +3,910 New
IA
78
IFP Advisors
Florida
$216K -$143K -2,572 -40%
RJA
79
Robshaw & Julian Associates
New York
$211K – – –
RJFSA
80
Raymond James Financial Services Advisors
Florida
$201K -$44.2K -796 -18%
CCM
81
Cribstone Capital Management
Maine
$163K -$1.67K -30 -1%
SG Americas Securities
82
SG Americas Securities
New York
$138K -$2.56M -46,016 -95%
CS
83
Credential Securities
$136K +$135K +2,430 New
CFD
84
Creative Financial Designs
Indiana
$95K +$34.2K +616 +57%
UWPG
85
Ullmann Wealth Partners Group
Florida
$95K +$94.8K +1,708 New
CPIG
86
Chicago Partners Investment Group
Illinois
$80K +$81.6K +1,470 New
Northern Trust
87
Northern Trust
Illinois
$78K -$970K -17,472 -11%
GI
88
Gradient Investments
Minnesota
$75K +$11.3K +204 +18%
GRP
89
Global Retirement Partners
California
$67K – – –
Creative Planning
90
Creative Planning
Kansas
$66K +$24.9K +448 +62%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$47K -$53K -954 -53%
PVH
92
Psagot Value Holdings
Israel
$46K -$220K -3,960 -83%
PG
93
Patten Group
Tennessee
$40K +$2.22K +40 +6%
NFG
94
Next Financial Group
Texas
$35K – – –
GWM
95
Geneos Wealth Management
Colorado
$34K -$2.78K -50 -7%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$34K +$33.3K +600 New
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$32.3K +582 New
MCM
98
MV Capital Management
Maryland
$27K – – –
AIM
99
Anchor Investment Management
South Carolina
$25K – – –
ST
100
Smithfield Trust
Pennsylvania
$22K – – –
1 2 3
4
5

USIG Hedge Fund Activity: Q2 2017 in Review

110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2017, worth a combined $1.1B — up 17% from $940M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new USIG positions and 7 closed out — a net gain of 14 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $68.4M. The largest seller was Hengehold Capital Management, exiting entirely with an estimated $15.9M sold.

  • 110 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2017, up from 98 in Q1 2017.
  • Funds reported $1.1B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 21 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2017 and 7 closed out, a net change of +14 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2017 was UBS Group, an estimated $68.4M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2017 was Hengehold Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2017.