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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

3.85% more ownership

Funds ownership: 67.01% → 70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274 → 267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$269K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$115M
3
AF
Allworth Financial
California
+$62.2M
4
AssetMark Inc
AssetMark Inc
California
+$58.1M
5
RJA
Raymond James & Associates
Florida
+$32.2M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$127M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.4M
3
SMM
Stadion Money Management
Georgia
-$9.27M
4
MML Investors Services
MML Investors Services
Massachusetts
-$8.67M
5
NW
NewEdge Wealth
Pennsylvania
-$8.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$1.27M -$1.21M -23,802 -47%
MSWMA
102
Market Street Wealth Management Advisors
Indiana
$1.27M -$875K -17,169 -39%
AL
103
ADE LLC
Maryland
$1.25M +$154K +3,029 +13%
CCA
104
Cobblestone Capital Advisors
New York
$1.2M -$167K -3,280 -12%
PIMG
105
Patriot Investment Management Group
Tennessee
$1.13M -$10.2K -200 -0.8%
VVP
106
Venture Visionary Partners
Ohio
$1.11M -$182K -3,574 -13%
WA
107
WBH Advisory
Maryland
$1.06M -$208K -4,078 -16%
NL
108
NWAM LLC
Washington
$977K -$12.3K -242 -1%
LSA
109
Lion Street Advisors
Texas
$966K – – –
LWM
110
Lyell Wealth Management
California
$955K -$120K -2,360 -11%
WA
111
Wealthstar Advisors
Texas
$900K +$866 +17 +0.1%
IA
112
IFP Advisors
Florida
$889K +$34.2K +672 +9%
MG
113
Mather Group
Illinois
$868K -$248K -4,868 -21%
AWM
114
Alterna Wealth Management
Texas
$830K – – –
PAS
115
Park Avenue Securities
New York
$806K +$93.5K +1,836 +12%
MWM
116
Maripau Wealth Management
Indiana
$782K -$76.7K -1,506 -8%
RT
117
Rockland Trust
Massachusetts
$757K -$4.64K -91 -0.6%
MML Investors Services
118
MML Investors Services
Massachusetts
$751K -$8.67M -170,228 -92%
PFG
119
Peterson Financial Group
Iowa
$734K -$44K -863 -5%
William Blair & Company
120
William Blair & Company
Illinois
$720K – – –
IFG
121
Independent Financial Group
California
$657K – – –
JWA
122
JFS Wealth Advisors
Pennsylvania
$648K – – –
IWC
123
Integrated Wealth Concepts
Massachusetts
$643K -$866 -17 -0.1%
EWA
124
EverSource Wealth Advisors
Alabama
$634K +$1.48K +29 +0.2%
ACM
125
AlphaStar Capital Management
North Carolina
$617K -$86.7K -1,701 -12%
3 4
5
6 7

USIG Hedge Fund Activity: Q3 2022 in Review

267 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2022, worth a combined $4.66B — up 4.6% from $4.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of USIG and 39 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was American Family Insurance Mutual Holding, exiting entirely with an estimated $127M sold.

  • 267 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $4.66B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2022, up 4.6% quarter-over-quarter.
  • 39 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2022 and 42 closed out, a net change of -3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2022 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2022 was American Family Insurance Mutual Holding, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2022.