iShares Broad USD Investment Grade Corporate Bond ETF
USIG
143 hedge funds and large institutions have $2.87B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 20 closing their positions.
97% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 29
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more capital invested
Capital invested by funds: $2.28B → $2.87B (+$583M)
15% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 20
0.35% more ownership
Funds ownership: 81.64% → 81.98% (+0.35%)
0% more funds holding
Funds holding: 143 → 143 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$175M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$66.5M |
| 3 |
AssetMark Inc
Concord,
California
|
+$47.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$38.2M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$22.2M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$7.85M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$5.16M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.78M |
| 5 |
Morgan Stanley
New York
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
151
Bay Colony Advisors
Concord,
Massachusetts
| – | -$214K | -3,875 | Closed |
|
|
GT
152
Greenleaf Trust
Kalamazoo,
Michigan
| – | -$212K | -3,830 | Closed |
|
|
CA
153
Cetera Advisors
Denver,
Colorado
| – | -$78K | -1,404 | Closed |
|
|
BBNA
154
Bremer Bank National Association
St Paul,
Minnesota
| – | -$47K | -856 | Closed |
|
155
SEI Investments
Oaks,
Pennsylvania
| – | -$30K | -623 | Closed |
|
|
SWM
156
SeaCrest Wealth Management
Purchase,
New York
| – | -$31K | -560 | Closed |
|
|
IWP
157
Icon Wealth Partners
Houston,
Texas
| – | -$9K | -158 | Closed |
|
|
AIC
158
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$9K | -156 | Closed |
|
|
WAM
159
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$6K | -114 | Closed |
|
|
CAL
160
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1K | -30 | Closed |
|
|
GRP
161
Global Retirement Partners
San Rafael,
California
| – | -$2K | -28 | Closed |
|
|
KPW
162
Kore Private Wealth
New York
| – | -$1K | -16 | Closed |
|
163
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$333 | +6 | New |
|
USIG Hedge Fund Activity: Q2 2019 in Review
143 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2019, worth a combined $2.87B — up 26% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new USIG positions and 20 closed out — a net gain of 3 holders — while 57 added to existing stakes and 29 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $175M. The largest seller was BlackRock, cutting an estimated $22.2M.
- 143 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $2.87B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
- 23 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2019 and 20 closed out, a net change of +3 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2019 was Jane Street, an estimated $175M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2019 was BlackRock, an estimated $22.2M sold.
Based on aggregated 13F filings for Q2 2019.