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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
101
ADE LLC
Maryland
$1.27M +$49.2K +808 +4%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1.24M +$730K +11,994 +140%
RT
103
Rockland Trust
Massachusetts
$1.23M
WA
104
Wealthstar Advisors
Texas
$1.23M -$88.2K -1,448 -7%
LSA
105
Lion Street Advisors
Texas
$1.21M +$1.22M +20,089 New
William Blair & Company
106
William Blair & Company
Illinois
$1.18M -$7.25K -119 -0.6%
PA
107
PFG Advisors
Arizona
$1.03M -$29.2K -479 -3%
FA
108
Fermata Advisors
California
$1.03M -$706K -11,597 -40%
KAS
109
Kestra Advisory Services
Texas
$1.02M +$156K +2,554 +18%
KPWS
110
Kestra Private Wealth Services
Texas
$1M -$314K -5,149 -24%
AC
111
AlphaCore Capital
California
$987K +$1M +16,424 New
IWC
112
Integrated Wealth Concepts
Massachusetts
$921K -$64.9K -1,066 -7%
LWM
113
Lyell Wealth Management
California
$819K
HI
114
Harbour Investments
Wisconsin
$794K +$57.3K +941 +8%
NL
115
NWAM LLC
Washington
$773K -$19.1K -313 -2%
JIR
116
James Investment Research
Ohio
$757K
BWM
117
Birchcreek Wealth Management
Ohio
$744K +$36.7K +602 +5%
IA
118
IndexIQ Advisors
New York
$725K -$442K -7,258 -38%
5L
119
55I LLC
Massachusetts
$723K -$157K -2,582 -18%
TC
120
Truvestments Capital
Florida
$723K -$109K -1,794 -13%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$699K +$709K +11,638 New
SI
122
Stephens Inc
Arkansas
$690K +$34K +558 +5%
SIS
123
Sound Income Strategies
Florida
$678K -$84.7K -1,390 -11%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$673K -$82.4K -1,353 -11%
RWP
125
Ridgecrest Wealth Partners
California
$656K +$8.16K +134 +1%

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.