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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
126
Goldman Sachs
New York
$656K +$412K +6,773 +163%
LAS
127
Lloyd Advisory Services
Georgia
$654K -$19.5K -320 -3%
ASN
128
Advisory Services Network
Georgia
$641K +$95.6K +1,570 +17%
CWM
129
Cahaba Wealth Management
Georgia
$624K +$2.31K +38 +0.4%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$610K +$4.08K +67 +0.7%
Fisher Asset Management
131
Fisher Asset Management
Washington
$577K +$12.7K +209 +2%
CG
132
Colony Group
Massachusetts
$572K -$3.23K -53 -0.6%
SPC
133
Sigma Planning Corp
Michigan
$572K +$72.4K +1,189 +14%
SWMG
134
Sanchez Wealth Management Group
Florida
$565K -$20.5K -337 -3%
MPW
135
MA Private Wealth
California
$557K -$105K -1,716 -16%
IF
136
Intrua Financial
Texas
$553K -$73.2K -1,202 -12%
AFP
137
Ausdal Financial Partners
Iowa
$549K +$557K +9,142 New
DWP
138
Destiny Wealth Partners
Florida
$543K -$121K -1,995 -18%
FA
139
Flagstar Advisors
New York
$542K +$549K +9,022 New
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$525K +$104K +1,701 +24%
ACM
141
Advisors Capital Management
New Jersey
$521K +$314K +5,162 +147%
WP
142
WealthPLAN Partners
Nebraska
$490K +$19.1K +313 +4%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$478K +$12.4K +203 +3%
PAS
144
Park Avenue Securities
New York
$476K +$5.24K +86 +1%
WP
145
WealthSource Partners
California
$472K +$22K +361 +5%
SFG
146
Snider Financial Group
Washington
$458K -$229K -3,767 -33%
W
147
WealthOne
New York
$454K +$460K +7,551 New
PWA
148
Physician Wealth Advisors
Utah
$424K +$8.89K +146 +2%
SB
149
Strategic Blueprint
Georgia
$404K -$54.6K -897 -12%
SCG
150
Sonata Capital Group
Washington
$404K

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.