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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

119 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.71% more ownership

Funds ownership: 141.02% → 146.73% (+5.7%)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $1.11B → $1.1B (-$9.25M)

6% less funds holding

Funds holding: 127 → 119 (-8)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
39
Reduced
37
Closed
20
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$572K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$73.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$5.31M
3
SS
Simplicity Solutions
Minnesota
+$4.91M
4
UBS AM
UBS AM
Illinois
+$4.78M
5
AWM
AE Wealth Management
Kansas
+$4.52M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$48M
2
Morgan Stanley
Morgan Stanley
New York
-$12.8M
3
Wells Fargo
Wells Fargo
California
-$9.33M
4
MA
MUFG Americas
New York
-$7.37M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
126
Crow Point Partners
Massachusetts
– -$399K -7,132 Closed
MSAM
127
Moloney Securities Asset Management
Missouri
– -$359K -6,412 Closed
FIAS
128
FinTrust Investment Advisory Services
South Carolina
– -$201K -3,584 Closed
CA
129
Calton & Associates
Florida
– -$33K -600 Closed
MCM
130
MV Capital Management
Maryland
– -$27K -478 Closed
ST
131
Smithfield Trust
Pennsylvania
– -$22K -386 Closed
TRCT
132
Tower Research Capital (TRC)
New York
– -$20K -356 Closed
WTB
133
Washington Trust Bank
Washington
– -$19K -340 Closed
WA
134
Winfield Associates
Ohio
– -$15K -264 Closed
SBL
135
Sargent Bickham Lagudis
Colorado
– -$10K -184 Closed
ASN
136
Advisory Services Network
Georgia
– -$6K -104 Closed
AWMS
137
Advocacy Wealth Management Services
Georgia
– -$6K -100 Closed
DBT
138
Dubuque Bank & Trust
Iowa
– -$5K -84 Closed
2 3 4 5
6

USIG Hedge Fund Activity: Q1 2018 in Review

119 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2018, worth a combined $1.1B — down 0.84% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of USIG and 15 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 39 added.

The largest buyer was UBS Group, adding an estimated $73.1M. The largest seller was AssetMark Inc, cutting an estimated $48M.

  • 119 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2018, down from 127 in Q4 2017.
  • Funds reported $1.1B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2018, down 0.84% quarter-over-quarter.
  • 15 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2018 and 20 closed out, a net change of -5 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2018 was UBS Group, an estimated $73.1M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2018 was AssetMark Inc, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2018.