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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
76
3EDGE Asset Management
Florida
$2.97M +$204K +3,354 +7%
SIA
77
SeaBridge Investment Advisors
New Jersey
$2.74M -$31.7K -520 -1%
VVP
78
Venture Visionary Partners
Ohio
$2.73M -$87.5K -1,436 -3%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$2.71M +$327K +5,366 +14%
BWM
80
BerganKDV Wealth Management
Minnesota
$2.53M +$1.3M +21,265 +102%
SSWM
81
Smith Salley Wealth Management
North Carolina
$2.46M +$642K +10,537 +35%
IWA
82
IVC Wealth Advisors
Pennsylvania
$2.19M +$44.9K +737 +2%
CCA
83
Cobblestone Capital Advisors
New York
$2.06M +$731 +12 +0%
OMC
84
Old Mission Capital
Illinois
$2.05M +$2.08M +34,163 New
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.02M +$2.05M +33,615 New
MIAN
86
Mariner Independent Advisor Network
Kansas
$1.95M -$26.2K -431 -1%
ACM
87
AlphaStar Capital Management
North Carolina
$1.89M +$1.12M +18,417 +140%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.83M +$93.1K +1,528 +5%
SCA
89
Snowden Capital Advisors
New York
$1.82M +$52.6K +864 +3%
KC
90
Kingfisher Capital
North Carolina
$1.78M +$205K +3,367 +13%
ANTB
91
AMG National Trust Bank
Colorado
$1.67M +$91.4K +1,500 +6%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$1.64M -$48.4K -795 -3%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$1.64M +$4.02K +66 +0.2%
CAG
94
Csenge Advisory Group
Florida
$1.61M +$1.63M +26,758 New
RF
95
RHS Financial
California
$1.51M +$538K +8,832 +54%
PIMG
96
Patriot Investment Management Group
Tennessee
$1.42M +$115K +1,889 +9%
JFL
97
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.41M
CLOS
98
Compagnie Lombard Odier SCmA
Switzerland
$1.36M +$1.16M +19,000 +528%
AI
99
Atria Investments
North Carolina
$1.34M +$1.36M +22,269 New
SC
100
Scotia Capital
Ontario, Canada
$1.3M +$2.19K +36 +0.2%

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.