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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

166 hedge funds and large institutions have $3.06B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 163 → 166 (+3)

0.64% more ownership

Funds ownership: 81.43% → 82.07% (+0.64%)

7% less capital invested

Capital invested by funds: $3.28B → $3.06B (-$213M)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
45
Reduced
60
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$137M
2
MIM
MetLife Investment Management
New Jersey
+$41.7M
3
GWM
Geneos Wealth Management
Colorado
+$23.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
5
B
Barings
North Carolina
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.1M
3
RJA
Raymond James & Associates
Florida
-$40M
4
MFM
MD Financial Management
Ontario, Canada
-$28.2M
5
UBS Group
UBS Group
Switzerland
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
76
First National Corp
Massachusetts
$906K – – –
William Blair & Company
77
William Blair & Company
Illinois
$845K +$16.4K +283 +2%
WP
78
WealthSource Partners
California
$836K -$538K -9,272 -38%
VVP
79
Venture Visionary Partners
Ohio
$760K -$530K -9,134 -40%
JIR
80
James Investment Research
Ohio
$738K -$189K -3,250 -20%
Comerica Bank
81
Comerica Bank
Texas
$700K +$36.5K +628 +6%
WB
82
WesBanco Bank
West Virginia
$680K -$47.5K -818 -6%
OWA
83
One Wealth Advisors
California
$659K +$683K +11,770 New
PIMG
84
Patriot Investment Management Group
Tennessee
$654K +$4.82K +83 +0.7%
JIP
85
Jaffetilchin Investment Partners
Florida
$616K -$97K -1,671 -13%
TC
86
Truvestments Capital
Florida
$609K +$632K +10,880 New
MPW
87
MA Private Wealth
California
$598K +$2.73K +47 +0.4%
IA
88
IFP Advisors
Florida
$567K -$2.55K -44 -0.4%
IWC
89
Integrated Wealth Concepts
Massachusetts
$560K +$83.6K +1,441 +17%
SC
90
Scotia Capital
Ontario, Canada
$547K +$290K +5,000 +105%
AFAS
91
Acorn Financial Advisory Services
Virginia
$537K – – –
Citigroup
92
Citigroup
New York
$525K +$472K +8,133 +657%
VWA
93
V Wealth Advisors
Kansas
$504K +$522K +8,991 New
LAS
94
Lloyd Advisory Services
Georgia
$495K +$69.7K +1,200 +16%
FHC
95
First Heartland Consultants
Missouri
$448K +$223K +3,844 +93%
OFG
96
OmniStar Financial Group
North Carolina
$426K +$24.6K +423 +6%
CAM
97
Caprin Asset Management
Virginia
$415K +$21.2K +365 +5%
CFD
98
Creative Financial Designs
Indiana
$398K -$2.36M -40,727 -85%
CWM
99
Cornerstone Wealth Management
Missouri
$387K -$57.4K -988 -13%
SCG
100
Sonata Capital Group
Washington
$381K – – –
2 3
4
5 6

USIG Hedge Fund Activity: Q1 2020 in Review

166 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2020, worth a combined $3.06B — down 6.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USIG positions and 24 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Jane Street, adding an estimated $137M. The largest seller was Bank of America, cutting an estimated $201M.

  • 166 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2020, up from 163 in Q4 2019.
  • Funds reported $3.06B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 31 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2020 and 24 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $137M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2020.