We are live on ! Find out more
USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

143 hedge funds and large institutions have $2.87B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $2.28B → $2.87B (+$583M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.35% more ownership

Funds ownership: 81.64%81.98% (+0.35%)

0% more funds holding

Funds holding: 143143 (0)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
23
Increased
57
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
126
Rehmann Capital Advisory Group
Michigan
$19.8K -$30.3K -546 -61%
APA
127
American Portfolios Advisors
New York
$19.4K +$8K +144 +73%
AF
128
Advisornet Financial
Minnesota
$18K +$6.05K +109 +52%
AWM
129
AllSquare Wealth Management
New York
$14K
JP Morgan Chase
130
JP Morgan Chase
New York
$13K -$1.5K -27 -11%
PWMG
131
Prestige Wealth Management Group
New Jersey
$9K
GI
132
Gradient Investments
Minnesota
$7K -$3.83K -69 -36%
RFM
133
Royal Fund Management
Florida
$7K +$7K +126 +2,520%
RIA
134
Realta Investment Advisors
Delaware
$6K
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$6K +$6.11K +110 New
DWM
136
Doyle Wealth Management
Florida
$4K +$4.33K +78 New
SSB
137
Sandy Spring Bank
Maryland
$3K
Deutsche Bank
138
Deutsche Bank
Germany
$3K +$3.61K +65 New
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$2K
WB
140
Webster Bank
Connecticut
$2K
TWA
141
TCI Wealth Advisors
Arizona
$1K
PMFA
142
Plante Moran Financial Advisors
Michigan
$1K +$500 +9 New
OMC
143
Old Mission Capital
Illinois
-$4.78M -86,441 Closed
SSG
144
Summit Securities Group
New York
-$1.38M -24,900 Closed
TSS
145
Two Sigma Securities
New York
-$538K -9,741 Closed
RCG
146
Ruggie Capital Group
Florida
-$436K -7,879 Closed
5L
147
55I LLC
Massachusetts
-$295K -5,333 Closed
MFW
148
Mosaic Family Wealth
Missouri
-$266K -4,806 Closed
BCM
149
Brookstone Capital Management
Illinois
-$227K -4,111 Closed
BAS
150
Brown Advisory Securities
Maryland
-$222K -4,018 Closed

USIG Hedge Fund Activity: Q2 2019 in Review

143 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2019, worth a combined $2.87B — up 26% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new USIG positions and 20 closed out — a net gain of 3 holders — while 57 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $175M. The largest seller was BlackRock, cutting an estimated $22.2M.

  • 143 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.87B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 23 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2019 and 20 closed out, a net change of +3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2019 was Jane Street, an estimated $175M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2019 was BlackRock, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.