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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
DCC
76
Dow Chemical Company
Michigan
$2.83M -$2.15M -37,810 -42%
3AM
77
3EDGE Asset Management
Florida
$2.59M -$285K -5,015 -10%
CFGS
78
Concourse Financial Group Securities
Alabama
$2.42M -$1.9M -33,480 -43%
IWA
79
IVC Wealth Advisors
Pennsylvania
$2.37M +$141K +2,484 +6%
US Bancorp
80
US Bancorp
Minnesota
$2.24M -$2.01M -35,345 -47%
BWM
81
BerganKDV Wealth Management
Minnesota
$2.18M -$320K -5,631 -12%
AG
82
Ascent Group
Virginia
$2.15M +$89K +1,567 +4%
SIA
83
Strategic Investment Advisors
Michigan
$2.05M +$2.11M +37,226 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$2.09M +36,822 New
5L
85
55I LLC
Massachusetts
$2.03M +$1.09M +19,181 +109%
AWS
86
Atria Wealth Solutions
New York
$2.02M +$2.08M +36,642 New
MIAN
87
Mariner Independent Advisor Network
Kansas
$1.98M +$232K +4,081 +13%
GMA
88
Glassy Mountain Advisors
Maryland
$1.95M +$192K +3,378 +11%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.9M -$83.5K -1,471 -4%
CCA
90
Cobblestone Capital Advisors
New York
$1.88M -$9.82K -173 -0.5%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$1.83M -$91.6K -1,613 -5%
KC
92
Kingfisher Capital
North Carolina
$1.79M +$17.8K +313 +1%
SCA
93
Snowden Capital Advisors
New York
$1.73M +$192K +3,389 +12%
SCA
94
Scott Capital Advisors
Oregon
$1.66M +$1.71M +30,162 New
CLOS
95
Compagnie Lombard Odier SCmA
Switzerland
$1.63M +$108K +1,910 +7%
NL
96
NWAM LLC
Washington
$1.62M +$579K +10,196 +53%
VVP
97
Venture Visionary Partners
Ohio
$1.61M -$844K -14,859 -34%
CFAM
98
Center For Asset Management
Florida
$1.57M +$1.62M +28,530 New
ANTB
99
AMG National Trust Bank
Colorado
$1.53M
Baird Financial Group
100
Baird Financial Group
Wisconsin
$1.49M +$30.8K +542 +2%

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.