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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

166 hedge funds and large institutions have $3.06B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 163 → 166 (+3)

0.64% more ownership

Funds ownership: 81.43% → 82.07% (+0.64%)

7% less capital invested

Capital invested by funds: $3.28B → $3.06B (-$213M)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
45
Reduced
60
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$137M
2
MIM
MetLife Investment Management
New Jersey
+$41.7M
3
GWM
Geneos Wealth Management
Colorado
+$23.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
5
B
Barings
North Carolina
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.1M
3
RJA
Raymond James & Associates
Florida
-$40M
4
MFM
MD Financial Management
Ontario, Canada
-$28.2M
5
UBS Group
UBS Group
Switzerland
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$353K +$1.92K +33 +0.5%
FSC
102
Full Sail Capital
Oklahoma
$338K – – –
Deutsche Bank
103
Deutsche Bank
Germany
$334K -$13.2K -228 -4%
CAN
104
Cetera Advisor Networks
California
$332K -$93.4K -1,609 -21%
FCA
105
FinTrust Capital Advisors
South Carolina
$327K – – –
SPC
106
Sigma Planning Corp
Michigan
$324K -$629K -10,842 -65%
VC
107
Vicus Capital
Pennsylvania
$297K +$406 +7 +0.1%
PFS
108
Prospera Financial Services
Texas
$288K -$8.88K -153 -3%
DTL
109
Dynamic Technology Lab
Singapore
$256K +$266K +4,577 New
TNBTD
110
Trustmark National Bank Trust Department
Mississippi
$224K – – –
Fisher Asset Management
111
Fisher Asset Management
Washington
$218K +$13.5K +233 +6%
CCFCSB
112
Cape Cod Five Cents Savings Bank
Massachusetts
$211K +$218K +3,759 New
CQS
113
Credential Qtrade Securities
$206K – – –
AAS
114
Avantax Advisory Services
Texas
$200K +$207K +3,572 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$168K +$176K +3,030 New
CFA
116
Carroll Financial Associates
North Carolina
$151K +$157K +2,700 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$149K +$6.44K +111 +4%
SF
118
Synovus Financial
Georgia
$137K +$142K +2,454 New
ICM
119
Islay Capital Management
Texas
$134K -$26.1K -450 -16%
WCG
120
Weaver Consulting Group
California
$125K +$20.1K +347 +18%
AIP
121
Ameritas Investment Partners
Nebraska
$92K -$241K -4,145 -72%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$80K – – –
PCG
123
Private Capital Group
Connecticut
$72K +$290 +5 +0.4%
FHA
124
First Horizon Advisors
Tennessee
$69K +$72.2K +1,243 New
ME
125
McIlrath & Eck
Washington
$68K +$70.6K +1,216 New
3 4
5
6 7

USIG Hedge Fund Activity: Q1 2020 in Review

166 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2020, worth a combined $3.06B — down 6.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USIG positions and 24 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Jane Street, adding an estimated $137M. The largest seller was Bank of America, cutting an estimated $201M.

  • 166 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2020, up from 163 in Q4 2019.
  • Funds reported $3.06B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 31 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2020 and 24 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $137M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2020.