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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.35% less ownership

Funds ownership: 67.36% → 67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288 → 274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$159M
2
AFIMH
American Family Insurance Mutual Holding
Wisconsin
+$130M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
+$34M
4
Truist Financial
Truist Financial
North Carolina
+$32.2M
5
Asset Management One
Asset Management One
Japan
+$31.7M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$86.6M
2
AssetMark Inc
AssetMark Inc
California
-$71.3M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$16.8M
4
AWM
AE Wealth Management
Kansas
-$16.2M
5
BlackRock
BlackRock
New York
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
KerberRose Wealth Management
Wisconsin
$2.57M +$2.63M +50,496 New
Baird Financial Group
77
Baird Financial Group
Wisconsin
$2.56M +$1.21M +23,237 +86%
IDA
78
Intelligence Driven Advisers
California
$2.55M -$242K -4,643 -9%
AI
79
Atria Investments
North Carolina
$2.42M +$1.18M +22,727 +92%
CFGS
80
Concourse Financial Group Securities
Alabama
$2.39M +$155K +2,978 +7%
IWA
81
IVC Wealth Advisors
Pennsylvania
$2.23M +$29.2K +560 +1%
MSWMA
82
Market Street Wealth Management Advisors
Indiana
$2.22M +$1.45M +27,871 +177%
US Bancorp
83
US Bancorp
Minnesota
$2.08M +$7.92K +152 +0.4%
AWS
84
Atria Wealth Solutions
New York
$1.97M +$101K +1,936 +5%
3AM
85
3EDGE Asset Management
Florida
$1.93M -$479K -9,197 -20%
SIA
86
Strategic Investment Advisors
Michigan
$1.89M -$12.2K -234 -0.6%
SWP
87
ShoreHaven Wealth Partners
New Jersey
$1.88M +$1.93M +36,980 New
Citadel Advisors
88
Citadel Advisors
Florida
$1.82M -$9.46M -181,564 -84%
GMA
89
Glassy Mountain Advisors
Maryland
$1.77M -$35.3K -678 -2%
MIAN
90
Mariner Independent Advisor Network
Kansas
$1.67M -$173K -3,323 -9%
KC
91
Kingfisher Capital
North Carolina
$1.66M -$1.72K -33 -0.1%
SCA
92
Snowden Capital Advisors
New York
$1.65M +$56.9K +1,092 +3%
ANTB
93
AMG National Trust Bank
Colorado
$1.44M -$5.21K -100 -0.4%
CCA
94
Cobblestone Capital Advisors
New York
$1.44M -$309K -5,933 -17%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$1.4M -$299K -5,747 -17%
CFAM
96
Center For Asset Management
Florida
$1.39M -$64.6K -1,240 -4%
SC
97
Saiph Capital
New Jersey
$1.37M +$1.19M +22,764 +544%
VVP
98
Venture Visionary Partners
Ohio
$1.36M -$138K -2,652 -9%
WA
99
WBH Advisory
Maryland
$1.34M +$1.36M +26,156 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$1.21M -$678K -13,021 -35%
2 3
4
5 6

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.