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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

117 hedge funds and large institutions have $1.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.67% more ownership

Funds ownership: 146.73% → 156.4% (+9.7%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

2% more capital invested

Capital invested by funds: $1.1B → $1.12B (+$19.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 119 → 117 (-2)

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
41
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$69.7M
2
UBS Group
UBS Group
Switzerland
+$17.8M
3
SS
Simplicity Solutions
Minnesota
+$10M
4
AWM
AE Wealth Management
Kansas
+$9.53M
5
BlackRock
BlackRock
New York
+$7.99M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.23M
2
ACM
Ashford Capital Management
Delaware
-$5.84M
3
IA
IndexIQ Advisors
New York
-$5.54M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
ML
101
McAdam LLC
Pennsylvania
$21K – – –
OIA
102
Optimum Investment Advisors
Illinois
$21K – – –
AWM
103
AllSquare Wealth Management
New York
$13K – – –
S
104
SignatureFD
Georgia
$13K +$13.2K +246 New
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$12K – – –
GI
106
Gradient Investments
Minnesota
$12K – – –
DBT
107
Dubuque Bank & Trust
Iowa
$12K +$11.8K +220 New
RFM
108
Royal Fund Management
Florida
$12K +$12.4K +230 New
AF
109
Advisornet Financial
Minnesota
$11K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$11K – – –
APA
111
American Portfolios Advisors
New York
$5.69K -$1.07K -20 -16%
CCM
112
Cribstone Capital Management
Maine
$4K -$860 -16 -18%
FHA
113
First Horizon Advisors
Tennessee
$4K +$3.76K +70 New
SSB
114
Sandy Spring Bank
Maryland
$3K – – –
PA
115
Parallel Advisors
California
$2K -$1.5K -28 -37%
PG
116
Patten Group
Tennessee
$2K -$537 -10 -25%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.83K +34 New
ACM
118
Ashford Capital Management
Delaware
– -$5.84M -107,128 Closed
Citadel Advisors
119
Citadel Advisors
Florida
– -$2.07M -37,974 Closed
MIAN
120
Mariner Independent Advisor Network
Kansas
– -$1.64M -30,100 Closed
CIBC World Market
121
CIBC World Market
Ontario, Canada
– -$455K -8,354 Closed
TSS
122
Two Sigma Securities
New York
– -$273K -5,012 Closed
RJFSA
123
Raymond James Financial Services Advisors
Florida
– -$253K -4,646 Closed
FA
124
FC Advisory
Pennsylvania
– -$221K -4,056 Closed
PAG
125
Private Advisor Group
New Jersey
– -$214K -3,932 Closed
2 3 4
5
6

USIG Hedge Fund Activity: Q2 2018 in Review

117 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2018, worth a combined $1.12B — up 1.7% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of USIG and 10 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 41 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $69.7M. The largest seller was Bank of America, cutting an estimated $6.23M.

  • 117 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2018, down from 119 in Q1 2018.
  • Funds reported $1.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 10 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2018 and 11 closed out, a net change of -1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.7M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2018 was Bank of America, an estimated $6.23M sold.

Based on aggregated 13F filings for Q2 2018.