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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

140 hedge funds and large institutions have $3.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

9% more capital invested

Capital invested by funds: $2.87B → $3.11B (+$247M)

0.26% more ownership

Funds ownership: 81.98% → 82.24% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2% less funds holding

Funds holding: 143 → 140 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
55
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$316M
2
Bank of America
Bank of America
North Carolina
+$55M
3
Ameriprise
Ameriprise
Minnesota
+$38.5M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$17.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$165M
2
AssetMark Inc
AssetMark Inc
California
-$53.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$51.5M
4
BlackRock
BlackRock
New York
-$22.4M
5
AWM
AE Wealth Management
Kansas
-$8.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
126
Anchor Investment Management
South Carolina
$26.1K – – –
TC
127
Truvestments Capital
Florida
$24K – – –
CFGS
128
Concourse Financial Group Securities
Alabama
$23K – – –
APA
129
American Portfolios Advisors
New York
$19.8K -$58 -1 -0.3%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$17K -$14K -243 -45%
AWM
131
AllSquare Wealth Management
New York
$15K – – –
JP Morgan Chase
132
JP Morgan Chase
New York
$14K +$750 +13 +6%
PWMG
133
Prestige Wealth Management Group
New Jersey
$9K – – –
GI
134
Gradient Investments
Minnesota
$7K – – –
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
RIA
136
Realta Investment Advisors
Delaware
$6K – – –
SSB
137
Sandy Spring Bank
Maryland
$3K – – –
SB
138
Strategic Blueprint
Georgia
$3K +$2.65K +46 New
WB
139
Webster Bank
Connecticut
$2K – – –
FHA
140
Flagship Harbor Advisors
Massachusetts
$2K +$2.25K +39 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$1K +$173 +3 +33%
BFA
142
Beaumont Financial Advisors
Massachusetts
– -$1.73M -30,327 Closed
W
143
WealthOne
New York
– -$702K -12,301 Closed
PPP
144
Private Portfolio Partners
New Jersey
– -$662K -11,593 Closed
HCM
145
Hudson Capital Management
New Jersey
– -$438K -7,202 Closed
BA
146
Boston Advisors
Massachusetts
– -$363K -6,358 Closed
WP
147
WealthSource Partners
California
– -$347K -6,076 Closed
FF
148
Friedenthal Financial
New Jersey
– -$268K -4,695 Closed
Stifel Financial
149
Stifel Financial
Missouri
– -$204K -3,588 Closed
PA
150
Parallel Advisors
California
– -$42K -739 Closed
3 4 5
6
7

USIG Hedge Fund Activity: Q3 2019 in Review

140 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2019, worth a combined $3.11B — up 8.6% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of USIG and 15 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 55 added.

The largest buyer was UBS Group, adding an estimated $316M. The largest seller was Jane Street, cutting an estimated $165M.

  • 140 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2019, down from 143 in Q2 2019.
  • Funds reported $3.11B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2019, up 8.6% quarter-over-quarter.
  • 15 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2019 and 17 closed out, a net change of -2 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2019 was UBS Group, an estimated $316M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2019 was Jane Street, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2019.