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iShares Broad USD Investment Grade Corporate Bond ETF

246 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.89B → $4.12B (+$221M)

2% more funds holding

Funds holding: 242246 (+4)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.57% less ownership

Funds ownership: 69.76%69.19% (-0.57%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
29
Increased
86
Reduced
84
Closed
22
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Colony Group
Massachusetts
$580K -$65.6K -1,099 -10%
Fisher Asset Management
127
Fisher Asset Management
Washington
$569K +$98.9K +1,656 +21%
ASN
128
Advisory Services Network
Georgia
$551K +$104K +1,746 +24%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$521K +$314K +5,262 +158%
FIA
130
Foundations Investment Advisors
Arizona
$508K +$499K +8,356 New
SPC
131
Sigma Planning Corp
Michigan
$504K +$10K +168 +2%
SF
132
Synovus Financial
Georgia
$494K +$488K +8,176 New
WP
133
WealthPLAN Partners
Nebraska
$474K +$16.6K +278 +4%
PAS
134
Park Avenue Securities
New York
$474K +$52K +871 +13%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$470K +$209K +3,503 +82%
SB
136
Strategic Blueprint
Georgia
$462K +$455K +7,622 New
WP
137
WealthSource Partners
California
$454K -$14.1K -236 -3%
MSWMA
138
Market Street Wealth Management Advisors
Indiana
$426K +$112K +1,876 +36%
PWA
139
Physician Wealth Advisors
Utah
$422K -$279K -4,668 -40%
PIG
140
Pantheon Investment Group
California
$413K -$97.9K -1,640 -19%
SCG
141
Sonata Capital Group
Washington
$407K -$5.08K -85 -1%
FHC
142
First Heartland Consultants
Missouri
$406K -$478 -8 -0.1%
LNC
143
Lincoln National Corp
Pennsylvania
$395K -$16.1K -269 -4%
FAIM
144
Financial Advocates Investment Management
Washington
$378K +$373K +6,244 New
GSEP
145
Golden State Equity Partners
California
$376K -$239 -4 -0.1%
EWA
146
EP Wealth Advisors
California
$376K +$37.1K +621 +11%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$371K -$17.9K -300 -5%
Comerica Bank
148
Comerica Bank
Texas
$358K +$57.9K +969 +20%
FSC
149
Full Sail Capital
Oklahoma
$357K
FCA
150
FinTrust Capital Advisors
South Carolina
$354K

USIG Hedge Fund Activity: Q2 2021 in Review

246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2021, worth a combined $4.12B — up 5.7% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USIG positions and 22 closed out — a net gain of 7 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $59.2M.

  • 246 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $4.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $74.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2021.