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iShares Broad USD Investment Grade Corporate Bond ETF

143 hedge funds and large institutions have $2.87B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $2.28B → $2.87B (+$583M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.35% more ownership

Funds ownership: 81.64%81.98% (+0.35%)

0% more funds holding

Funds holding: 143143 (0)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
23
Increased
57
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
101
Friedenthal Financial
New Jersey
$268K +$261K +4,695 New
Fisher Asset Management
102
Fisher Asset Management
Washington
$263K +$256K +4,603 New
JIP
103
Jaffetilchin Investment Partners
Florida
$239K +$233K +4,188 New
RJT
104
Raymond James Trust
Florida
$237K +$231K +4,154 New
JWM
105
JGP Wealth Management
Oregon
$233K +$2.44K +44 +1%
CQS
106
Credential Qtrade Securities
$210K +$21.4K +386 +12%
Stifel Financial
107
Stifel Financial
Missouri
$204K +$199K +3,588 New
Barclays
108
Barclays
United Kingdom
$160K -$66.1K -1,190 -30%
WCG
109
Weaver Consulting Group
California
$107K
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$82K
PCG
111
Private Capital Group
Connecticut
$79K -$42.8K -771 -51%
OIA
112
Optimum Investment Advisors
Illinois
$58K +$34.7K +625 +156%
LFG
113
LifePlan Financial Group
Ohio
$48K
PA
114
Parallel Advisors
California
$42K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$42K
Northern Trust
116
Northern Trust
Illinois
$39K -$291K -5,243 -7%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$34K
ASN
118
Advisory Services Network
Georgia
$33K +$17.5K +315 +119%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$31K +$4.67K +84 +18%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$31K +$19.9K +359 +197%
CAC
121
Certified Advisory Corp
Florida
$28K +$27K +486 New
EDRH
122
Edmond de Rothschild Holding
Switzerland
$27K
AIM
123
Anchor Investment Management
South Carolina
$25.6K
TC
124
Truvestments Capital
Florida
$24K
CFGS
125
Concourse Financial Group Securities
Alabama
$23K

USIG Hedge Fund Activity: Q2 2019 in Review

143 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2019, worth a combined $2.87B — up 26% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new USIG positions and 20 closed out — a net gain of 3 holders — while 57 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $175M. The largest seller was BlackRock, cutting an estimated $22.2M.

  • 143 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.87B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 23 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2019 and 20 closed out, a net change of +3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2019 was Jane Street, an estimated $175M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2019 was BlackRock, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.