We are live on ! Find out more
USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

166 hedge funds and large institutions have $3.06B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 163 → 166 (+3)

0.64% more ownership

Funds ownership: 81.43% → 82.07% (+0.64%)

7% less capital invested

Capital invested by funds: $3.28B → $3.06B (-$213M)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
45
Reduced
60
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$137M
2
MIM
MetLife Investment Management
New Jersey
+$41.7M
3
GWM
Geneos Wealth Management
Colorado
+$23.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
5
B
Barings
North Carolina
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.1M
3
RJA
Raymond James & Associates
Florida
-$40M
4
MFM
MD Financial Management
Ontario, Canada
-$28.2M
5
UBS Group
UBS Group
Switzerland
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$64K +$23.2K +400 +54%
OIA
127
Optimum Investment Advisors
Illinois
$57K – – –
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$48K +$4.53K +78 +10%
LFG
129
LifePlan Financial Group
Ohio
$47K – – –
OPS
130
Orion Portfolio Solutions
Nebraska
$45K -$987 -17 -2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$44K -$40.1M -690,990 -100%
EP
132
Eudaimonia Partners
Tennessee
$43K – – –
GI
133
Gradient Investments
Minnesota
$38K +$3.02K +52 +8%
CFFP
134
Center for Financial Planning
Michigan
$38K +$39.1K +674 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$36K -$69.3K -1,194 -65%
CAN
136
Claraphi Advisory Network
United States
$33K +$33.7K +581 New
AA
137
Ancora Advisors
Ohio
$32K +$32.9K +566 New
Northern Trust
138
Northern Trust
Illinois
$30K -$414K -7,135 -12%
ASN
139
Advisory Services Network
Georgia
$28K -$14.3K -246 -33%
EDRH
140
Edmond de Rothschild Holding
Switzerland
$27K – – –
AIM
141
Anchor Investment Management
South Carolina
$25.1K – – –
CFGS
142
Concourse Financial Group Securities
Alabama
$22K – – –
APA
143
American Portfolios Advisors
New York
$19.2K +$58 +1 +0.3%
AF
144
Advisornet Financial
Minnesota
$18K -$19.8K -341 -51%
SAM
145
S.A. Mason
Michigan
$17K +$16.7K +287 +1,248%
CT
146
Caldwell Trust
Florida
$14.3K – – –
AWM
147
AllSquare Wealth Management
New York
$14K – – –
SWM
148
Selective Wealth Management
Virginia
$11K +$11.6K +199 New
HWA
149
HHM Wealth Advisors
Tennessee
$11K +$11.8K +204 New
SL
150
Savior LLC
Massachusetts
$7K – – –
4 5
6
7 8

USIG Hedge Fund Activity: Q1 2020 in Review

166 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2020, worth a combined $3.06B — down 6.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USIG positions and 24 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Jane Street, adding an estimated $137M. The largest seller was Bank of America, cutting an estimated $201M.

  • 166 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2020, up from 163 in Q4 2019.
  • Funds reported $3.06B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 31 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2020 and 24 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $137M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2020.