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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

114 hedge funds and large institutions have $3.01B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more capital invested

Capital invested by funds: $1.12B → $3.01B (+$1.89B)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

3% less funds holding

Funds holding: 117 → 114 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

72.88% less ownership

Funds ownership: 156.4% → 83.52% (-73%)

Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
38
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$632M
2
UBS Group
UBS Group
Switzerland
+$23.4M
3
SS
Simplicity Solutions
Minnesota
+$11.6M
4
Wells Fargo
Wells Fargo
California
+$3.72M
5
AWM
AE Wealth Management
Kansas
+$3.61M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$25.9M
2
BlackRock
BlackRock
New York
-$22M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$17.9M
4
MFW
Mosaic Family Wealth
Missouri
-$1.55M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$237K +$22.8K +424 +10%
Barclays
77
Barclays
United Kingdom
$214K – – –
GT
78
Greenleaf Trust
Michigan
$214K – – –
MBT
79
Monroe Bank & Trust
Michigan
$204K – – –
MCM
80
Mainstay Capital Management
Michigan
$182K – – –
CQS
81
Credential Qtrade Securities
$157K +$158K +2,936 New
SPIA
82
Steward Partners Investment Advisory
New York
$84K -$19.7K -366 -19%
CFD
83
Creative Financial Designs
Indiana
$84K +$54 +1 +0.1%
PCG
84
Private Capital Group
Connecticut
$79K +$215 +4 +0.3%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$27.7K +516 +56%
Northern Trust
86
Northern Trust
Illinois
$58K -$104K -1,929 -2%
SWM
87
SeaCrest Wealth Management
New York
$54K – – –
WP
88
WealthShield Partners
North Carolina
$50K – – –
CA
89
Crewe Advisors
Utah
$49K – – –
RCAG
90
Rehmann Capital Advisory Group
Michigan
$47.6K -$54 -1 -0.1%
LFG
91
LifePlan Financial Group
Ohio
$45K – – –
IA
92
IFP Advisors
Florida
$41K +$269 +5 +0.7%
CFGS
93
Concourse Financial Group Securities
Alabama
$40K +$39.8K +740 New
WTB
94
Washington Trust Bank
Washington
$33K +$32.9K +612 New
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$32K -$537 -10 -2%
SEI Investments
96
SEI Investments
Pennsylvania
$27K -$6.34K -118 -16%
EDRH
97
Edmond de Rothschild Holding
Switzerland
$26K – – –
AIM
98
Anchor Investment Management
South Carolina
$24K – – –
OIA
99
Optimum Investment Advisors
Illinois
$21K – – –
AWM
100
AllSquare Wealth Management
New York
$13K – – –
2 3
4
5 6

USIG Hedge Fund Activity: Q3 2018 in Review

114 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2018, worth a combined $3.01B — up 170% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of USIG and 11 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 38 added.

The largest buyer was Bank of America, adding an estimated $632M. The largest seller was Cornerstone Wealth Management, cutting an estimated $25.9M.

  • 114 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2018, down from 117 in Q2 2018.
  • Funds reported $3.01B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2018, up 170% quarter-over-quarter.
  • 11 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2018 and 13 closed out, a net change of -2 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2018 was Bank of America, an estimated $632M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2018.