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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
126
Truvestments Capital
Florida
$595K -$10.7K -205 -2%
1832 Asset Management
127
1832 Asset Management
Ontario, Canada
$594K -$86.6M -1,663,365 -99%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$567K +$30.7K +590 +6%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$553K -$26.1K -501 -4%
Fisher Asset Management
130
Fisher Asset Management
Washington
$538K +$2.76K +53 +0.5%
KOC
131
Koss-Olinger Consulting
Florida
$526K +$312 +6 +0.1%
ASN
132
Advisory Services Network
Georgia
$525K +$57.4K +1,102 +12%
AFP
133
Ausdal Financial Partners
Iowa
$519K +$38.1K +731 +8%
BWM
134
Birchcreek Wealth Management
Ohio
$478K -$14.7K -282 -3%
CWM
135
Cahaba Wealth Management
Georgia
$470K +$2.24K +43 +0.5%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$451K -$206K -3,958 -31%
TF
137
Theory Financial
Colorado
$436K -$13.5M -259,871 -97%
SIS
138
Sound Income Strategies
Florida
$435K -$75.6K -1,452 -15%
MCWA
139
Meadow Creek Wealth Advisors
Georgia
$417K
WP
140
WealthSource Partners
California
$412K +$989 +19 +0.2%
NLG
141
New Legacy Group
New York
$387K
ACM
142
Allred Capital Management
Texas
$385K -$2.92K -56 -0.7%
PWA
143
Physician Wealth Advisors
Utah
$384K +$260 +5 +0.1%
LAS
144
Lloyd Advisory Services
Georgia
$371K -$181K -3,481 -32%
Comerica Bank
145
Comerica Bank
Texas
$362K +$2.13K +41 +0.6%
AC
146
ASB Consultores
Florida
$360K
PAG
147
Private Advisor Group
New Jersey
$357K -$29K -557 -7%
CAN
148
Cetera Advisor Networks
California
$353K +$55.7K +1,070 +18%
LNC
149
Lincoln National Corp
Pennsylvania
$341K +$10.7K +205 +3%
HF
150
HRT Financial
New York
$331K -$131K -2,509 -28%

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.