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iShares Broad USD Investment Grade Corporate Bond ETF

311 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

11% more capital invested

Capital invested by funds: $5.21B → $5.76B (+$549M)

8% more funds holding

Funds holding: 287311 (+24)

3.56% less ownership

Funds ownership: 68.94%65.38% (-3.6%)

19% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $2.07M

Holders
311
Holders Change
+24
Holders Change %
+8.36%
% of All Funds
4.96%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
70
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
126
Park Avenue Securities
New York
$982K -$3.87K -77 -0.4%
LSA
127
Lion Street Advisors
Texas
$971K -$46.8K -931 -5%
WA
128
Wealthstar Advisors
Texas
$927K -$15.7K -313 -2%
NL
129
NWAM LLC
Washington
$913K -$266K -5,287 -23%
LWM
130
Lyell Wealth Management
California
$892K +$140K +2,790 +19%
AWM
131
Alterna Wealth Management
Texas
$875K
GSEP
132
Golden State Equity Partners
California
$856K +$849K +16,894 New
DI
133
DFPG Investments
Utah
$792K +$785K +15,624 New
SCM
134
Seascape Capital Management
New Hampshire
$776K +$101K +2,007 +15%
M1FG
135
Mach-1 Financial Group
Arkansas
$760K +$753 +15 New
AWM
136
Apollon Wealth Management
South Carolina
$747K +$741K +14,753 New
WA
137
WBH Advisory
Maryland
$747K +$740K +14,737 New
MWM
138
Maripau Wealth Management
Indiana
$731K -$41.5K -827 -5%
IWC
139
Integrated Wealth Concepts
Massachusetts
$727K +$13.8K +275 +2%
IFG
140
Independent Financial Group
California
$720K +$31.7K +632 +5%
CA
141
Continuum Advisory
Idaho
$692K +$257K +5,115 +60%
SCA
142
Snowden Capital Advisors
New York
$682K -$3.92K -78 -0.6%
SWP
143
ShoreHaven Wealth Partners
New Jersey
$681K +$675K +13,447 New
RT
144
Rockland Trust
Massachusetts
$679K -$51.8K -1,031 -7%
MMA
145
Miracle Mile Advisors
California
$676K +$671K +13,350 New
EWA
146
EverSource Wealth Advisors
Alabama
$669K +$109K +2,160 +20%
AL
147
ADE LLC
Maryland
$666K -$32.1K -639 -5%
Cerity Partners
148
Cerity Partners
New York
$656K +$650K +12,942 New
GT
149
Greenleaf Trust
Michigan
$652K -$634K -12,620 -50%
DFA
150
DHK Financial Advisors
New Hampshire
$638K +$632K +12,589 New

USIG Hedge Fund Activity: Q1 2023 in Review

311 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2023, worth a combined $5.76B — up 11% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new USIG positions and 39 closed out — a net gain of 31 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was Japan Science & Technology Agency, opening a new position worth an estimated $363M. The largest seller was Bank of America, cutting an estimated $134M.

  • 311 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2023, up from 287 in Q4 2022.
  • Funds reported $5.76B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 70 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2023 and 39 closed out, a net change of +31 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2023 was Japan Science & Technology Agency, an estimated $363M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2023.