We are live on ! Find out more
USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$650M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more funds holding

Funds holding: 166 → 189 (+23)

4.67% less ownership

Funds ownership: 82.07% → 77.4% (-4.7%)

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$110M
2
UBS Group
UBS Group
Switzerland
+$88M
3
BlackRock
BlackRock
New York
+$49.4M
4
Ameriprise
Ameriprise
Minnesota
+$41.3M
5
Morgan Stanley
Morgan Stanley
New York
+$40.8M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$118M
2
Wells Fargo
Wells Fargo
California
-$65.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$18.6M
4
Barclays
Barclays
United Kingdom
-$10.8M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
101
First Heartland Consultants
Missouri
$440K -$42K -717 -9%
Stifel Financial
102
Stifel Financial
Missouri
$427K +$414K +7,068 New
CWM
103
Cornerstone Wealth Management
Missouri
$416K -$1.99K -34 -0.5%
SPC
104
Sigma Planning Corp
Michigan
$416K +$65K +1,110 +19%
SCG
105
Sonata Capital Group
Washington
$411K – – –
LNC
106
Lincoln National Corp
Pennsylvania
$384K +$2.93K +50 +0.8%
CCFCSB
107
Cape Cod Five Cents Savings Bank
Massachusetts
$372K +$140K +2,392 +64%
PIG
108
Pantheon Investment Group
California
$369K +$357K +6,100 New
FSC
109
Full Sail Capital
Oklahoma
$365K – – –
CAN
110
Cetera Advisor Networks
California
$363K +$4.68K +80 +1%
CA
111
Cetera Advisors
Colorado
$362K +$351K +5,993 New
Betterment LLC
112
Betterment LLC
New York
$361K +$350K +5,982 New
FCA
113
FinTrust Capital Advisors
South Carolina
$353K – – –
CAM
114
Caprin Asset Management
Virginia
$346K -$99.2K -1,695 -23%
FAAS
115
First Allied Advisory Services
California
$346K +$335K +5,719 New
PAS
116
Park Avenue Securities
New York
$338K +$327K +5,591 New
AFAS
117
Acorn Financial Advisory Services
Virginia
$325K -$248K -4,242 -44%
VC
118
Vicus Capital
Pennsylvania
$321K +$1.58K +27 +0.5%
Prudential Financial
119
Prudential Financial
New Jersey
$283K +$274K +4,683 New
OWA
120
One Wealth Advisors
California
$280K -$418K -7,134 -61%
PFS
121
Prospera Financial Services
Texas
$279K -$30.4K -520 -10%
CCA
122
Catalyst Capital Advisors
New York
$260K +$252K +4,300 New
TCM
123
Teza Capital Management
Illinois
$250K +$252K +4,300 New
TNBTD
124
Trustmark National Bank Trust Department
Mississippi
$242K – – –
RJT
125
Raymond James Trust
Florida
$228K +$221K +3,776 New
3 4
5
6 7

USIG Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2020, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new USIG positions and 21 closed out — a net gain of 24 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $118M.

  • 189 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $3.71B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 45 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 21 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $110M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2020.