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iShares Broad USD Investment Grade Corporate Bond ETF

246 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.89B → $4.12B (+$221M)

2% more funds holding

Funds holding: 242246 (+4)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.57% less ownership

Funds ownership: 69.76%69.19% (-0.57%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
29
Increased
86
Reduced
84
Closed
22
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
IVC Wealth Advisors
Pennsylvania
$2.16M -$9.79K -164 -0.5%
CCA
77
Cobblestone Capital Advisors
New York
$2.08M +$198K +3,312 +11%
MIAN
78
Mariner Independent Advisor Network
Kansas
$2M -$124K -2,074 -6%
SSWM
79
Smith Salley Wealth Management
North Carolina
$1.84M +$1.58M +26,441 +675%
SCA
80
Snowden Capital Advisors
New York
$1.79M +$131K +2,186 +8%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$1.75M -$335K -5,616 -16%
FA
82
Fermata Advisors
California
$1.74M +$1.32M +22,037 +331%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$1.7M +$175K +2,927 +12%
T
84
TRUADVICE
Florida
$1.66M +$1.35M +22,587 +504%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$1.64M +$979K +16,392 +152%
KC
86
Kingfisher Capital
North Carolina
$1.59M +$43.8K +733 +3%
ANTB
87
AMG National Trust Bank
Colorado
$1.59M -$149K -2,500 -9%
JFL
88
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.42M
WA
89
Wealthstar Advisors
Texas
$1.33M +$1.31M +21,945 New
KPWS
90
Kestra Private Wealth Services
Texas
$1.32M -$439K -7,345 -25%
PIMG
91
Patriot Investment Management Group
Tennessee
$1.31M -$20.4K -341 -2%
SC
92
Scotia Capital
Ontario, Canada
$1.31M -$30.3K -508 -2%
BWM
93
BerganKDV Wealth Management
Minnesota
$1.26M +$117K +1,958 +10%
RT
94
Rockland Trust
Massachusetts
$1.24M -$3.05K -51 -0.2%
AL
95
ADE LLC
Maryland
$1.23M +$43.7K +732 +4%
William Blair & Company
96
William Blair & Company
Illinois
$1.19M +$179K +2,997 +18%
IA
97
IndexIQ Advisors
New York
$1.17M -$3.71M -62,075 -76%
PA
98
PFG Advisors
Arizona
$1.07M -$185K -3,091 -15%
Nomura Asset Management
99
Nomura Asset Management
Japan
$1.02M +$179K +3,000 +22%
IWC
100
Integrated Wealth Concepts
Massachusetts
$993K +$153K +2,568 +19%

USIG Hedge Fund Activity: Q2 2021 in Review

246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2021, worth a combined $4.12B — up 5.7% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USIG positions and 22 closed out — a net gain of 7 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $59.2M.

  • 246 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $4.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $74.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2021.