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iShares Broad USD Investment Grade Corporate Bond ETF

292 hedge funds and large institutions have $4.68B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 75

12% more funds holding

Funds holding: 260292 (+32)

1% more capital invested

Capital invested by funds: $4.65B → $4.68B (+$37.6M)

1.2% less ownership

Funds ownership: 70.58%69.38% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
56
Increased
106
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
126
Truvestments Capital
Florida
$763K +$44.7K +746 +6%
JFL
127
Jarislowsky, Fraser Ltd
Quebec, Canada
$687K
MSWMA
128
Market Street Wealth Management Advisors
Indiana
$686K +$165K +2,743 +31%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$683K -$12.6K -210 -2%
FA
130
Fermata Advisors
California
$671K -$351K -5,860 -34%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$670K +$1.14K +19 +0.2%
Fisher Asset Management
132
Fisher Asset Management
Washington
$660K +$87K +1,450 +15%
LAS
133
Lloyd Advisory Services
Georgia
$652K +$1.86K +31 +0.3%
IAIM
134
Industrial Alliance Investment Management
Quebec, Canada
$651K +$654K +10,900 New
BFEC
135
Benjamin F. Edwards & Company
Missouri
$649K +$42.6K +710 +7%
MCA
136
Magnolia Capital Advisors
Mississippi
$630K +$633K +10,554 New
RWP
137
Ridgecrest Wealth Partners
California
$628K -$24.7K -411 -4%
CWM
138
Cahaba Wealth Management
Georgia
$626K +$4.68K +78 +0.8%
SIS
139
Sound Income Strategies
Florida
$622K -$52.1K -869 -8%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$621K +$146K +2,438 +31%
BWM
141
Birchcreek Wealth Management
Ohio
$616K -$124K -2,073 -17%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$613K -$10.4M -172,904 -94%
FA
143
Flagstar Advisors
New York
$585K +$46.5K +776 +9%
CG
144
Colony Group
Massachusetts
$567K -$1.98K -33 -0.3%
MPW
145
MA Private Wealth
California
$558K +$4.14K +69 +0.7%
AFP
146
Ausdal Financial Partners
Iowa
$546K
DWP
147
Destiny Wealth Partners
Florida
$540K
HWIS
148
Hancock Whitney Investment Services
Louisiana
$535K +$537K +8,954 New
IF
149
Intrua Financial
Texas
$518K -$29.3K -489 -5%
SPC
150
Sigma Planning Corp
Michigan
$498K -$70.4K -1,173 -12%

USIG Hedge Fund Activity: Q4 2021 in Review

292 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2021, worth a combined $4.68B — up 0.81% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new USIG positions and 23 closed out — a net gain of 33 holders — while 106 added to existing stakes and 75 trimmed.

The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was AssetMark Inc, cutting an estimated $83.3M.

  • 292 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $4.68B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.81% quarter-over-quarter.
  • 56 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2021 and 23 closed out, a net change of +33 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $61.6M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2021 was AssetMark Inc, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2021.