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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

117 hedge funds and large institutions have $1.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.67% more ownership

Funds ownership: 146.73% → 156.4% (+9.7%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

2% more capital invested

Capital invested by funds: $1.1B → $1.12B (+$19.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 119 → 117 (-2)

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
41
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$69.7M
2
UBS Group
UBS Group
Switzerland
+$17.8M
3
SS
Simplicity Solutions
Minnesota
+$10M
4
AWM
AE Wealth Management
Kansas
+$9.53M
5
BlackRock
BlackRock
New York
+$7.99M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.23M
2
ACM
Ashford Capital Management
Delaware
-$5.84M
3
IA
IndexIQ Advisors
New York
-$5.54M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$219K +$12.4K +230 +6%
GT
77
Greenleaf Trust
Michigan
$214K -$34.9K -650 -14%
Barclays
78
Barclays
United Kingdom
$214K – – –
MBT
79
Monroe Bank & Trust
Michigan
$204K – – –
MCM
80
Mainstay Capital Management
Michigan
$182K – – –
CS
81
Credential Securities
$157K – – –
RWP
82
RWA Wealth Partners
Massachusetts
$123K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$104K +$98.9K +1,840 +1,840%
CFD
84
Creative Financial Designs
Indiana
$83K – – –
PCG
85
Private Capital Group
Connecticut
$79K +$645 +12 +0.8%
Northern Trust
86
Northern Trust
Illinois
$59K -$484K -9,008 -8%
HNB
87
Huntington National Bank
Ohio
$54K – – –
SWM
88
SeaCrest Wealth Management
New York
$54K – – –
HIIFS
89
Harel Insurance Investments & Financial Services
Israel
$52K -$1.29M -24,050 -96%
WP
90
WealthShield Partners
North Carolina
$50K – – –
CA
91
Crewe Advisors
Utah
$49K – – –
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$21.7K +404 +78%
RCAG
93
Rehmann Capital Advisory Group
Michigan
$47.5K +$45.3K +842 +1,830%
LFG
94
LifePlan Financial Group
Ohio
$45K – – –
IA
95
IFP Advisors
Florida
$41K -$36.4K -678 -47%
SEI Investments
96
SEI Investments
Pennsylvania
$40K -$6.13K -114 -13%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$33K +$537 +10 +2%
EDRH
98
Edmond de Rothschild Holding
Switzerland
$26K -$14.5K -270 -36%
MPPLM
99
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$25K – – –
AIM
100
Anchor Investment Management
South Carolina
$24K – – –
2 3
4
5 6

USIG Hedge Fund Activity: Q2 2018 in Review

117 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2018, worth a combined $1.12B — up 1.7% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of USIG and 10 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 41 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $69.7M. The largest seller was Bank of America, cutting an estimated $6.23M.

  • 117 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2018, down from 119 in Q1 2018.
  • Funds reported $1.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 10 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2018 and 11 closed out, a net change of -1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.7M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2018 was Bank of America, an estimated $6.23M sold.

Based on aggregated 13F filings for Q2 2018.