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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
101
SeaBridge Investment Advisors
New Jersey
$1.47M -$18.2K -320 -1%
RWG
102
Ratio Wealth Group
Colorado
$1.47M -$1.97M -34,780 -57%
AI
103
Atria Investments
North Carolina
$1.36M +$21.5K +378 +2%
PIMG
104
Patriot Investment Management Group
Tennessee
$1.35M -$14.5K -255 -1%
AL
105
ADE LLC
Maryland
$1.25M +$55.5K +977 +4%
RT
106
Rockland Trust
Massachusetts
$1.12M -$42.7K -753 -4%
LSA
107
Lion Street Advisors
Texas
$1.1M
Renaissance Technologies
108
Renaissance Technologies
New York
$1.08M +$1.12M +19,700 New
LWM
109
Lyell Wealth Management
California
$1.08M +$95.4K +1,680 +9%
WA
110
Wealthstar Advisors
Texas
$1.06M -$63.8K -1,124 -6%
CAG
111
Csenge Advisory Group
Florida
$1.05M +$1.08M +19,108 New
SFS
112
Security Financial Services
Indiana
$1.04M +$670K +11,811 +167%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$1.02M +$474K +8,353 +81%
PFG
114
Peterson Financial Group
Iowa
$998K +$8.35K +147 +0.8%
MWM
115
Maripau Wealth Management
Indiana
$959K -$113K -1,991 -10%
AWM
116
Alterna Wealth Management
Texas
$951K
RF
117
RHS Financial
California
$926K -$1.04M -18,290 -52%
EWA
118
EverSource Wealth Advisors
Alabama
$887K +$483K +8,501 +112%
ACM
119
AlphaStar Capital Management
North Carolina
$868K -$156K -2,745 -15%
MSWMA
120
Market Street Wealth Management Advisors
Indiana
$866K +$242K +4,256 +37%
William Blair & Company
121
William Blair & Company
Illinois
$859K -$116K -2,038 -12%
KPWS
122
Kestra Private Wealth Services
Texas
$823K -$22.9K -403 -3%
IA
123
IFP Advisors
Florida
$815K +$194K +3,412 +82%
IWC
124
Integrated Wealth Concepts
Massachusetts
$811K -$21.8K -384 -3%
Bank of Nova Scotia
125
Bank of Nova Scotia
Ontario, Canada
$791K +$816K +14,373 New

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.