iShares Broad USD Investment Grade Corporate Bond ETF
USIG
85 hedge funds and large institutions have $565M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
11% less funds holding
Funds holding: 96 → 85 (-11)
28.63% less ownership
Funds ownership: 157.87% → 129.24% (-29%)
35% less capital invested
Capital invested by funds: $869M → $565M (-$305M)
45% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 20
58% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 40
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KT
101
Kanaly Trust
Houston,
Texas
| – | -$136K | -2,400 | Closed |
|
|
RIA
102
Regal Investment Advisors
Kentwood,
Michigan
| – | -$21K | -364 | Closed |
|
103
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$11K | -200 | Closed |
|
|
KTC
104
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$10K | -174 | Closed |
|
|
CFN
105
Cordasco Financial Network
Naples,
Florida
| – | -$2K | -38 | Closed |
|
USIG Hedge Fund Activity: Q2 2015 in Review
85 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2015, worth a combined $565M — down 35% from $869M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of USIG and 11 opened new positions — a net loss of 9 holders — while 40 trimmed existing stakes and 17 added.
The largest buyer was Bluefin Capital Management, adding an estimated $22.8M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $56.3M sold.
- 85 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2015, down from 96 in Q1 2015.
- Funds reported $565M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2015, down 35% quarter-over-quarter.
- 11 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2015 and 20 closed out, a net change of -9 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2015 was Bluefin Capital Management, an estimated $22.8M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2015 was Beaumont Financial Advisors, an estimated $56.3M sold.
Based on aggregated 13F filings for Q2 2015.