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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

216 hedge funds and large institutions have $4.43B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

147% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 38

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

46% more call options, than puts

Call options by funds: $432K | Put options by funds: $295K

19% more capital invested

Capital invested by funds: $3.71B → $4.43B (+$713M)

14% more funds holding

Funds holding: 189 → 216 (+27)

1.36% more ownership

Funds ownership: 77.4% → 78.76% (+1.4%)

Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
4.36%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.22%
New
41
Increased
94
Reduced
38
Closed
13
Calls
$432K
Puts
$295K
Net Calls
+$137K
Net Calls Change
+$137K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$186M
2
AssetMark Inc
AssetMark Inc
California
+$129M
3
Bank of America
Bank of America
North Carolina
+$118M
4
PAG
Pinnacle Advisory Group
Maryland
+$35.7M
5
Temasek Holdings
Temasek Holdings
Singapore
+$31.8M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.8M
2
RJA
Raymond James & Associates
Florida
-$31.2M
3
FTUS
Flow Traders U.S.
New York
-$10.5M
4
B
Barings
North Carolina
-$8.87M
5
FIG
FundX Investment Group
California
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
126
WealthPLAN Partners
Nebraska
$388K +$178K +2,901 +84%
Betterment LLC
127
Betterment LLC
New York
$375K +$11.2K +183 +3%
FSC
128
Full Sail Capital
Oklahoma
$361K – – –
CA
129
Cetera Advisors
Colorado
$359K -$5.14K -84 -1%
SF
130
Synovus Financial
Georgia
$350K +$303K +4,945 +605%
IA
131
IFP Advisors
Florida
$348K -$105K -1,715 -23%
CAM
132
Caprin Asset Management
Virginia
$334K -$13.7K -224 -4%
AFAS
133
Acorn Financial Advisory Services
Virginia
$326K – – –
VC
134
Vicus Capital
Pennsylvania
$325K +$1.47K +24 +0.5%
22CM
135
20/20 Capital Management
California
$323K +$326K +5,319 New
SCM
136
Southport Capital Management
Tennessee
$315K +$317K +5,180 New
CFD
137
Creative Financial Designs
Indiana
$312K -$225K -3,670 -42%
Wolverine Trading
138
Wolverine Trading
Illinois
$302K +$304K +4,969 New
Prudential Financial
139
Prudential Financial
New Jersey
$296K +$11.5K +188 +4%
CCFCSB
140
Cape Cod Five Cents Savings Bank
Massachusetts
$293K -$81.4K -1,329 -22%
JWCA
141
J.W. Cole Advisors
Florida
$293K +$295K +4,822 New
CCA
142
Catalyst Capital Advisors
New York
$261K – – –
BRWA
143
B. Riley Wealth Advisors
Florida
$258K +$259K +4,235 New
TCM
144
Teza Capital Management
Illinois
$250K – – –
TNBTD
145
Trustmark National Bank Trust Department
Mississippi
$243K – – –
MIH
146
Meitav Investment House
Israel
$240K +$242K +3,943 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$235K +$150K +2,450 +173%
FTUS
148
Flow Traders U.S.
New York
$232K -$10.5M -171,274 -98%
CQS
149
Credential Qtrade Securities
$224K – – –
SWP
150
Stratos Wealth Partners
Ohio
$220K +$18.1K +295 +9%
4 5
6
7 8

USIG Hedge Fund Activity: Q3 2020 in Review

216 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2020, worth a combined $4.43B — up 19% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 13 closed out — a net gain of 28 holders — while 94 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $186M. The largest seller was Jane Street, exiting entirely with an estimated $36.8M sold.

  • 216 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2020, up from 189 in Q2 2020.
  • Funds reported $4.43B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2020, up 19% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2020 and 13 closed out, a net change of +28 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $186M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2020 was Jane Street, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2020.