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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
101
Patriot Investment Management Group
Tennessee
$1.21M -$38.3K -735 -3%
LSA
102
Lion Street Advisors
Texas
$1.21M
AL
103
ADE LLC
Maryland
$1.18M +$18.9K +362 +2%
MG
104
Mather Group
Illinois
$1.17M +$1.19M +22,924 New
LWM
105
Lyell Wealth Management
California
$1.13M +$133K +2,550 +13%
SIA
106
SeaBridge Investment Advisors
New Jersey
$1.09M -$282K -5,410 -20%
NL
107
NWAM LLC
Washington
$1.06M -$463K -8,882 -30%
WA
108
Wealthstar Advisors
Texas
$957K -$21.2K -407 -2%
MWM
109
Maripau Wealth Management
Indiana
$945K -$16.4K -314 -2%
SFS
110
Security Financial Services
Indiana
$895K -$69.4K -1,333 -7%
AWM
111
Alterna Wealth Management
Texas
$880K
PFG
112
Peterson Financial Group
Iowa
$823K -$104K -1,989 -11%
IA
113
IFP Advisors
Florida
$815K
RT
114
Rockland Trust
Massachusetts
$808K -$234K -4,500 -22%
William Blair & Company
115
William Blair & Company
Illinois
$763K -$32.4K -622 -4%
PAS
116
Park Avenue Securities
New York
$761K +$198K +3,798 +34%
ACM
117
AlphaStar Capital Management
North Carolina
$741K -$63.5K -1,220 -8%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$732K
OMC
119
Old Mission Capital
Illinois
$706K +$721K +13,844 New
IFG
120
Independent Financial Group
California
$697K -$12K -231 -2%
JWA
121
JFS Wealth Advisors
Pennsylvania
$687K +$702K +13,479 New
IWC
122
Integrated Wealth Concepts
Massachusetts
$683K -$69.6K -1,337 -9%
EWA
123
EverSource Wealth Advisors
Alabama
$671K -$154K -2,954 -18%
RF
124
RHS Financial
California
$653K -$209K -4,014 -24%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$614K +$37.8K +726 +6%

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.