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iShares Broad USD Investment Grade Corporate Bond ETF

292 hedge funds and large institutions have $4.68B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 75

12% more funds holding

Funds holding: 260292 (+32)

1% more capital invested

Capital invested by funds: $4.65B → $4.68B (+$37.6M)

1.2% less ownership

Funds ownership: 70.58%69.38% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
56
Increased
106
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$3.63M -$255K -4,259 -7%
AA
77
Aire Advisors
California
$3.3M +$3.32M +55,392 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$3.28M +$197K +3,289 +6%
3AM
79
3EDGE Asset Management
Florida
$3.11M +$159K +2,655 +5%
BCM
80
Beaumont Capital Management
Massachusetts
$3.03M +$3.04M +50,703 New
CWM
81
Congress Wealth Management
Massachusetts
$2.75M +$2.76M +46,024 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$2.73M +$37.7K +629 +1%
BWM
83
BerganKDV Wealth Management
Minnesota
$2.7M +$188K +3,132 +7%
VVP
84
Venture Visionary Partners
Ohio
$2.64M -$82.1K -1,368 -3%
Nomura Asset Management
85
Nomura Asset Management
Japan
$2.57M -$1.78M -29,600 -41%
WF
86
Wayfinding Financial
Washington
$2.43M +$2.52M +41,968 New
IWA
87
IVC Wealth Advisors
Pennsylvania
$2.43M +$252K +4,209 +12%
AG
88
Ascent Group
Virginia
$2.2M +$2.25M +37,568 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$2.15M +$523K +8,719 +32%
RF
90
RHS Financial
California
$2.1M +$602K +10,032 +40%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$2.08M +$267K +4,445 +15%
CCA
92
Cobblestone Capital Advisors
New York
$2.05M -$300 -5 -0%
CAN
93
Cetera Advisor Networks
California
$2.03M -$1.73M -28,853 -46%
KC
94
Kingfisher Capital
North Carolina
$1.93M +$154K +2,565 +9%
GMA
95
Glassy Mountain Advisors
Maryland
$1.91M +$1.92M +32,017 New
MIAN
96
Mariner Independent Advisor Network
Kansas
$1.9M -$29.1K -486 -1%
SCA
97
Snowden Capital Advisors
New York
$1.67M -$143K -2,386 -8%
ANTB
98
AMG National Trust Bank
Colorado
$1.66M
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
$1.65M +$303K +5,050 +22%
SIA
100
SeaBridge Investment Advisors
New Jersey
$1.62M -$1.11M -18,450 -41%

USIG Hedge Fund Activity: Q4 2021 in Review

292 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2021, worth a combined $4.68B — up 0.81% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new USIG positions and 23 closed out — a net gain of 33 holders — while 106 added to existing stakes and 75 trimmed.

The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was AssetMark Inc, cutting an estimated $83.3M.

  • 292 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $4.68B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.81% quarter-over-quarter.
  • 56 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2021 and 23 closed out, a net change of +33 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $61.6M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2021 was AssetMark Inc, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2021.