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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

395 hedge funds and large institutions have $7.5B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $392K

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

4% more funds holding

Funds holding: 378 → 395 (+17)

21% less capital invested

Capital invested by funds: $9.46B → $7.5B (-$1.96B)

20.97% less ownership

Funds ownership: 88.24% → 67.27% (-21%)

Holders
395
Holders Change
+17
Holders Change %
+4.5%
% of All Funds
5.7%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
64
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$79.2M
2
BlackRock
BlackRock
New York
+$68.9M
3
Bank of America
Bank of America
North Carolina
+$55.8M
4
Ameriprise
Ameriprise
Minnesota
+$38M
5
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
+$35M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$2.25B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29.6M
3
MFG
Merit Financial Group
Georgia
-$16.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.21M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$6.58M +$118K +2,360 +2%
Vontobel Holding
77
Vontobel Holding
Switzerland
$6.28M – – –
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$5.89M +$5.87M +117,299 +11,729,900%
KAS
79
Kestra Advisory Services
Texas
$5.82M +$1.25M +25,060 +26%
MI
80
Motiv8 Investments
Florida
$5.66M +$88.9K +1,777 +2%
SW
81
Simplicity Wealth
New Jersey
$5.45M -$2.19M -43,801 -29%
UFA
82
US Financial Advisors
Massachusetts
$5.34M +$1.03M +20,685 +24%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$5.26M +$3.8M +76,018 +265%
PCA
84
Pallas Capital Advisors
Massachusetts
$5.05M +$403K +8,051 +9%
Renaissance Technologies
85
Renaissance Technologies
New York
$4.96M +$4.94M +98,800 New
QS
86
Quantitative Strategies
California
$4.94M -$410K -8,189 -8%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$4.57M +$48K +959 +1%
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$4.57M -$120K -2,391 -3%
QFA
89
Quattro Financial Advisors
Texas
$4.51M +$94.9K +1,898 +2%
SWP
90
SIMA Wealth Partners
Virginia
$4.34M +$4.32M +86,343 New
CCA
91
Checchi Capital Advisers
California
$4.23M -$479K -9,583 -10%
ACP
92
Aveo Capital Partners
Colorado
$4.23M +$62.6K +1,251 +2%
CFAM
93
Center For Asset Management
Florida
$4.17M +$505K +10,088 +14%
SIA
94
Strategic Investment Advisors
Michigan
$4.17M +$254K +5,082 +7%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$4.16M +$139K +2,785 +3%
TCPG
96
Trivant Custom Portfolio Group
California
$4.16M +$367K +7,343 +10%
IWA
97
IVC Wealth Advisors
Pennsylvania
$4.16M +$327K +6,544 +9%
AA
98
Aire Advisors
California
$4.04M +$142K +2,829 +4%
BCM
99
Beaumont Capital Management
Massachusetts
$4M -$212K -4,246 -5%
KFS
100
Kelly Financial Services
Massachusetts
$3.98M +$2.74M +54,769 +224%
2 3
4
5 6

USIG Hedge Fund Activity: Q2 2024 in Review

395 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2024, worth a combined $7.5B — down 21% from $9.46B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new USIG positions and 40 closed out — a net gain of 24 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $79.2M. The largest seller was UBS AM, exiting entirely with an estimated $2.25B sold.

  • 395 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2024, up from 378 in Q1 2024.
  • Funds reported $7.5B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 64 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2024 and 40 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $79.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2024 was UBS AM, an estimated $2.25B sold.

Based on aggregated 13F filings for Q2 2024.