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iShares Broad USD Investment Grade Corporate Bond ETF

246 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.89B → $4.12B (+$221M)

2% more funds holding

Funds holding: 242246 (+4)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.57% less ownership

Funds ownership: 69.76%69.19% (-0.57%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
29
Increased
86
Reduced
84
Closed
22
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
RF
101
RHS Financial
California
$985K -$683K -11,432 -41%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$909K +$896K +15,000 New
5L
103
55I LLC
Massachusetts
$885K -$1.86M -31,130 -68%
KAS
104
Kestra Advisory Services
Texas
$874K +$50.1K +839 +6%
TC
105
Truvestments Capital
Florida
$837K -$31.1K -520 -4%
LWM
106
Lyell Wealth Management
California
$825K -$35.8K -600 -4%
ACM
107
AlphaStar Capital Management
North Carolina
$799K +$299K +5,006 +61%
NL
108
NWAM LLC
Washington
$798K -$193K -3,235 -20%
SIS
109
Sound Income Strategies
Florida
$768K +$757K +12,668 New
JIR
110
James Investment Research
Ohio
$763K -$4.06K -68 -0.5%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$760K -$2.69K -45 -0.4%
HI
112
Harbour Investments
Wisconsin
$744K +$3.23K +54 +0.4%
SS
113
Simplicity Solutions
Minnesota
$716K -$34.7K -581 -5%
BWM
114
Birchcreek Wealth Management
Ohio
$714K -$2.09K -35 -0.3%
SFG
115
Snider Financial Group
Washington
$692K +$679K +11,376 New
KM
116
Kalos Management
Georgia
$680K
LAS
117
Lloyd Advisory Services
Georgia
$679K +$17.2K +288 +3%
DWP
118
Destiny Wealth Partners
Florida
$668K -$12.1K -203 -2%
MPW
119
MA Private Wealth
California
$665K -$77.4K -1,296 -11%
SI
120
Stephens Inc
Arkansas
$662K +$652K +10,923 New
RWP
121
Ridgecrest Wealth Partners
California
$653K +$35.8K +600 +6%
CWM
122
Cahaba Wealth Management
Georgia
$634K -$43.1K -722 -7%
IF
123
Intrua Financial
Texas
$628K -$36.6K -612 -6%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$611K +$52.4K +877 +10%
SWMG
125
Sanchez Wealth Management Group
Florida
$590K -$20.7K -346 -3%

USIG Hedge Fund Activity: Q2 2021 in Review

246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2021, worth a combined $4.12B — up 5.7% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USIG positions and 22 closed out — a net gain of 7 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $59.2M.

  • 246 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $4.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $74.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2021.