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iShares Broad USD Investment Grade Corporate Bond ETF

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$650M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 166189 (+23)

4.67% less ownership

Funds ownership: 82.07%77.4% (-4.7%)

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Colony Group
Massachusetts
$1.05M -$9.48K -162 -0.9%
AWM
77
Alterna Wealth Management
Texas
$1.04M
SC
78
Scotia Capital
Ontario, Canada
$1.02M +$416K +7,100 +73%
CWM
79
Cahaba Wealth Management
Georgia
$1.01M -$480K -8,207 -33%
SFS
80
Sowell Financial Services
Arkansas
$993K -$95.3K -1,629 -9%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$978K -$16.3K -278 -2%
William Blair & Company
82
William Blair & Company
Illinois
$867K -$42.5K -726 -5%
JIR
83
James Investment Research
Ohio
$770K -$25.9K -443 -3%
MPW
84
MA Private Wealth
California
$738K +$90.4K +1,545 +14%
WB
85
WesBanco Bank
West Virginia
$734K
PIMG
86
Patriot Investment Management Group
Tennessee
$701K -$4.21K -72 -0.6%
TC
87
Truvestments Capital
Florida
$687K +$29.4K +503 +5%
Deutsche Bank
88
Deutsche Bank
Germany
$683K +$312K +5,336 +89%
PWA
89
Physician Wealth Advisors
Utah
$676K +$639K +10,914 New
IWC
90
Integrated Wealth Concepts
Massachusetts
$674K +$67.8K +1,158 +12%
LAS
91
Lloyd Advisory Services
Georgia
$673K +$135K +2,304 +26%
Comerica Bank
92
Comerica Bank
Texas
$648K -$89.2K -1,524 -13%
TK
93
TIAA Kaspick
Massachusetts
$635K +$615K +10,508 New
Goldman Sachs
94
Goldman Sachs
New York
$564K +$547K +9,338 New
VVP
95
Venture Visionary Partners
Ohio
$531K -$280K -4,788 -35%
CFD
96
Creative Financial Designs
Indiana
$531K +$98.7K +1,686 +24%
TFA
97
Transamerica Financial Advisors
Florida
$499K +$483K +8,259 New
Allianz Asset Management
98
Allianz Asset Management
Germany
$455K -$642K -10,974 -59%
OFG
99
OmniStar Financial Group
North Carolina
$452K -$6.67K -114 -1%
IA
100
IFP Advisors
Florida
$447K -$164K -2,800 -27%

USIG Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2020, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new USIG positions and 21 closed out — a net gain of 24 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $118M.

  • 189 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $3.71B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 45 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 21 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $110M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2020.