iShares Broad USD Investment Grade Corporate Bond ETF
USIG
140 hedge funds and large institutions have $3.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 17 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 38
9% more capital invested
Capital invested by funds: $2.87B → $3.11B (+$247M)
0.26% more ownership
Funds ownership: 81.98% → 82.24% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less funds holding
Funds holding: 143 → 140 (-3)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$316M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$55M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.5M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$17.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$165M |
| 2 |
AssetMark Inc
Concord,
California
|
-$53.3M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$51.5M |
| 4 |
BlackRock
New York
|
-$22.4M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAC
151
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$28K | -486 | Closed |
|
|
RCAG
152
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$19.8K | -347 | Closed |
|
|
RFM
153
Royal Fund Management
Lady Lake,
Florida
| – | -$7K | -131 | Closed |
|
|
DWM
154
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$4K | -78 | Closed |
|
155
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$3K | -65 | Closed |
|
|
TWA
156
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -22 | Closed |
|
USIG Hedge Fund Activity: Q3 2019 in Review
140 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2019, worth a combined $3.11B — up 8.6% from $2.87B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of USIG and 15 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 55 added.
The largest buyer was UBS Group, adding an estimated $316M. The largest seller was Jane Street, cutting an estimated $165M.
- 140 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2019, down from 143 in Q2 2019.
- Funds reported $3.11B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2019, up 8.6% quarter-over-quarter.
- 15 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2019 and 17 closed out, a net change of -2 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2019 was UBS Group, an estimated $316M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2019 was Jane Street, an estimated $165M sold.
Based on aggregated 13F filings for Q3 2019.