iShares Broad USD Investment Grade Corporate Bond ETF
USIG
136 hedge funds and large institutions have $1.87B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 8 closing their positions.
275% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 8
19% more funds holding
Funds holding: 114 → 136 (+22)
7% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 41
2.77% less ownership
Funds ownership: 83.52% → 80.75% (-2.8%)
38% less capital invested
Capital invested by funds: $3.01B → $1.87B (-$1.14B)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$76.8M |
| 2 |
BlackRock
New York
|
+$59.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15.1M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$14.5M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$45.1M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$43.1M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$36.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$21.8M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$4.16M |
USIG Hedge Fund Activity: Q4 2018 in Review
136 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2018, worth a combined $1.87B — down 38% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new USIG positions and 8 closed out — a net gain of 22 holders — while 44 added to existing stakes and 41 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $76.8M. The largest seller was Simplicity Solutions, cutting an estimated $45.1M.
- 136 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2018, up from 114 in Q3 2018.
- Funds reported $1.87B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2018, down 38% quarter-over-quarter.
- 30 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2018 and 8 closed out, a net change of +22 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2018 was Allianz Asset Management, an estimated $76.8M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2018 was Simplicity Solutions, an estimated $45.1M sold.
Based on aggregated 13F filings for Q4 2018.