iShares Broad USD Investment Grade Corporate Bond ETF
USIG
127 hedge funds and large institutions have $1.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
27% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 30
25% more funds holding
Funds holding: 102 → 127 (+25)
2% less capital invested
Capital invested by funds: $1.13B → $1.11B (-$20.5M)
6.45% less ownership
Funds ownership: 147.47% → 141.02% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$47.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$41M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$20.8M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$11.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$179M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.75M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.35M |
| 4 |
Morgan Stanley
New York
|
-$2.69M |
| 5 |
CFP
Cornerstone Financial Partners
Huntersville,
North Carolina
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCG
126
Private Capital Group
West Hartford,
Connecticut
| $82 | +$81.6K | +1,458 | New |
|
127
Citadel Advisors
Miami,
Florida
| – | -$1.24M | -22,022 | Closed |
|
|
PAG
128
Private Advisor Group
Morristown,
New Jersey
| – | -$346K | -6,178 | Closed |
|
129
Wolverine Trading
Chicago,
Illinois
| – | -$304K | -5,438 | Closed |
|
|
NG
130
NatWest Group
Edinburgh, Scotland,
United Kingdom
| – | -$300K | -5,340 | Closed |
|
|
WT
131
Whittier Trust
South Pasadena,
California
| – | -$79K | -1,416 | Closed |
|
|
BF
132
BOK Financial
Tulsa,
Oklahoma
| – | -$46K | -820 | Closed |
|
|
NFG
133
Next Financial Group
Houston,
Texas
| – | -$35K | -628 | Closed |
|
134
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$33K | -584 | Closed |
|
USIG Hedge Fund Activity: Q4 2017 in Review
127 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2017, worth a combined $1.11B — down 1.8% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new USIG positions and 8 closed out — a net gain of 25 holders — while 38 added to existing stakes and 30 trimmed.
The largest buyer was UBS Group, adding an estimated $47.1M. The largest seller was BlackRock, cutting an estimated $179M.
- 127 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2017, up from 102 in Q3 2017.
- Funds reported $1.11B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2017, down 1.8% quarter-over-quarter.
- 33 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2017 and 8 closed out, a net change of +25 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2017 was UBS Group, an estimated $47.1M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2017 was BlackRock, an estimated $179M sold.
Based on aggregated 13F filings for Q4 2017.