iShares Broad USD Investment Grade Corporate Bond ETF
USIG
117 hedge funds and large institutions have $1.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 11 closing their positions.
9.67% more ownership
Funds ownership: 146.73% → 156.4% (+9.7%)
5% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 39
2% more capital invested
Capital invested by funds: $1.1B → $1.12B (+$19.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 119 → 117 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$69.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$17.8M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$10M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.53M |
| 5 |
BlackRock
New York
|
+$7.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.23M |
| 2 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$5.84M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$5.54M |
| 4 |
Bank of New York Mellon
New York
|
-$2.52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
126
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$11K | -194 | Closed |
|
127
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$2K | -48 | Closed |
|
|
SIS
128
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$1K | -18 | Closed |
|
USIG Hedge Fund Activity: Q2 2018 in Review
117 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2018, worth a combined $1.12B — up 1.7% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of USIG and 10 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 41 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $69.7M. The largest seller was Bank of America, cutting an estimated $6.23M.
- 117 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2018, down from 119 in Q1 2018.
- Funds reported $1.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2018, up 1.7% quarter-over-quarter.
- 10 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2018 and 11 closed out, a net change of -1 holder.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.7M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2018 was Bank of America, an estimated $6.23M sold.
Based on aggregated 13F filings for Q2 2018.