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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

114 hedge funds and large institutions have $3.01B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more capital invested

Capital invested by funds: $1.12B → $3.01B (+$1.89B)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

3% less funds holding

Funds holding: 117 → 114 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

72.88% less ownership

Funds ownership: 156.4% → 83.52% (-73%)

Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
38
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$632M
2
UBS Group
UBS Group
Switzerland
+$23.4M
3
SS
Simplicity Solutions
Minnesota
+$11.6M
4
Wells Fargo
Wells Fargo
California
+$3.72M
5
AWM
AE Wealth Management
Kansas
+$3.61M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$25.9M
2
BlackRock
BlackRock
New York
-$22M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$17.9M
4
MFW
Mosaic Family Wealth
Missouri
-$1.55M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
101
SignatureFD
Georgia
$13K – – –
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$12K – – –
ML
103
McAdam LLC
Pennsylvania
$11K -$10.7K -200 -50%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$11K – – –
AF
105
Advisornet Financial
Minnesota
$11K +$107 +2 +1%
GI
106
Gradient Investments
Minnesota
$9K -$2.31K -43 -20%
APA
107
American Portfolios Advisors
New York
$5.75K +$54 +1 +0.9%
PA
108
Parallel Advisors
California
$3K – – –
SSB
109
Sandy Spring Bank
Maryland
$3K – – –
PG
110
Patten Group
Tennessee
$2K – – –
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
WB
112
Webster Bank
Connecticut
$2K +$2.15K +40 New
AIIMS
113
Analyst IMS Investment Management Services
Israel
$26 +$26K +484 New
CCM
114
Canal Capital Management
Virginia
– -$885K -16,512 Closed
VF
115
Virtu Financial
New York
– -$561K -10,474 Closed
OAM
116
Oxford Asset Management
United Kingdom
– -$272K -5,076 Closed
PVH
117
Psagot Value Holdings
Israel
– -$257K -4,800 Closed
SPC
118
Sigma Planning Corp
Michigan
– -$233K -4,340 Closed
RWP
119
RWA Wealth Partners
Massachusetts
– -$123K -2,300 Closed
MIH
120
Meitav Investment House
Israel
– -$289K -1,480 Closed
HIIFS
121
Harel Insurance Investments & Financial Services
Israel
– -$52K -974 Closed
MPPLM
122
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$25K -468 Closed
RFM
123
Royal Fund Management
Florida
– -$12K -230 Closed
DBT
124
Dubuque Bank & Trust
Iowa
– -$12K -220 Closed
CCM
125
Cribstone Capital Management
Maine
– -$4K -74 Closed
2 3 4
5
6

USIG Hedge Fund Activity: Q3 2018 in Review

114 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2018, worth a combined $3.01B — up 170% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of USIG and 11 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 38 added.

The largest buyer was Bank of America, adding an estimated $632M. The largest seller was Cornerstone Wealth Management, cutting an estimated $25.9M.

  • 114 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2018, down from 117 in Q2 2018.
  • Funds reported $3.01B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2018, up 170% quarter-over-quarter.
  • 11 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2018 and 13 closed out, a net change of -2 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2018 was Bank of America, an estimated $632M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2018.