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iShares Broad USD Investment Grade Corporate Bond ETF

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$650M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 166189 (+23)

4.67% less ownership

Funds ownership: 82.07%77.4% (-4.7%)

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CQS
126
Credential Qtrade Securities
$223K
Fisher Asset Management
127
Fisher Asset Management
Washington
$220K -$14.9K -254 -7%
WP
128
WealthPLAN Partners
Nebraska
$212K +$203K +3,461 New
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$211K -$1.09M -18,677 -84%
HHRDM
130
H&H Retirement Design & Management
Nevada
$206K +$199K +3,403 New
VA
131
Valmark Advisers
Ohio
$205K +$199K +3,406 New
SRCM
132
Swift Run Capital Management
Virginia
$204K +$198K +3,380 New
SWP
133
Stratos Wealth Partners
Ohio
$201K +$194K +3,323 New
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$184K
Barclays
135
Barclays
United Kingdom
$169K -$10.8M -185,071 -99%
CFA
136
Carroll Financial Associates
North Carolina
$169K +$6.26K +107 +4%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$164K +$2.69K +46 +2%
WCG
138
Weaver Consulting Group
California
$157K +$21.9K +374 +17%
ICM
139
Islay Capital Management
Texas
$145K
PWMG
140
Prestige Wealth Management Group
New Jersey
$91K +$88.1K +1,505 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$86K +$16K +274 +24%
HIIFS
142
Harel Insurance Investments & Financial Services
Israel
$83K -$1.89M -32,367 -96%
PCG
143
Private Capital Group
Connecticut
$79K +$527 +9 +0.7%
AIP
144
Ameritas Investment Partners
Nebraska
$78K -$20.5K -350 -21%
FHA
145
First Horizon Advisors
Tennessee
$75K
OIA
146
Optimum Investment Advisors
Illinois
$73K +$10.2K +175 +17%
EDRH
147
Edmond de Rothschild Holding
Switzerland
$65K +$35.1K +600 +125%
LWM
148
Liberty Wealth Management
California
$65K +$62.6K +1,070 New
WP
149
WealthShield Partners
North Carolina
$57K +$55K +940 New
EP
150
Eudaimonia Partners
Tennessee
$56K +$9.95K +170 +22%

USIG Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2020, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new USIG positions and 21 closed out — a net gain of 24 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $118M.

  • 189 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $3.71B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 45 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 21 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $110M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2020.