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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

166 hedge funds and large institutions have $3.06B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 163 → 166 (+3)

0.64% more ownership

Funds ownership: 81.43% → 82.07% (+0.64%)

7% less capital invested

Capital invested by funds: $3.28B → $3.06B (-$213M)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
45
Reduced
60
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$137M
2
MIM
MetLife Investment Management
New Jersey
+$41.7M
3
GWM
Geneos Wealth Management
Colorado
+$23.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
5
B
Barings
North Carolina
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.1M
3
RJA
Raymond James & Associates
Florida
-$40M
4
MFM
MD Financial Management
Ontario, Canada
-$28.2M
5
UBS Group
UBS Group
Switzerland
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
151
Carmichael Hill & Associates
Maryland
$6K -$5.8K -100 -47%
BW
152
Bison Wealth
Georgia
$5K – – –
JP Morgan Chase
153
JP Morgan Chase
New York
$5K +$3.19K +55 +190%
RDWM
154
Red Door Wealth Management
Tennessee
$5K +$5.86K +101 New
KFS
155
Kelly Financial Services
Massachusetts
$3.92K – – –
SSB
156
Sandy Spring Bank
Maryland
$3K – – –
RAM
157
Riggs Asset Management
Pennsylvania
$2K -$31.2K -537 -92%
AIC
158
Ameritas Investment Company
Nebraska
$2K -$4.53K -78 -65%
FHA
159
Flagship Harbor Advisors
Massachusetts
$2K – – –
WB
160
Webster Bank
Connecticut
$2K – – –
KPW
161
Kore Private Wealth
New York
$1K -$5.8K -100 -86%
CIAS
162
Capital Investment Advisory Services
North Carolina
$1K +$813 +14 New
SWA
163
Stratos Wealth Advisors
Ohio
$1K +$987 +17 New
CI
164
Conning Inc
Connecticut
– -$8.59M -147,320 Closed
Goldman Sachs
165
Goldman Sachs
New York
– -$2.6M -44,556 Closed
Millennium Management
166
Millennium Management
New York
– -$2M -34,390 Closed
IAA
167
Independent Advisor Alliance
North Carolina
– -$991K -17,002 Closed
Renaissance Technologies
168
Renaissance Technologies
New York
– -$979K -16,797 Closed
PF
169
Phoenix Financial
Israel
– -$598K -10,317 Closed
HighTower Advisors
170
HighTower Advisors
Illinois
– -$351K -6,041 Closed
Stifel Financial
171
Stifel Financial
Missouri
– -$321K -5,488 Closed
MCP
172
Mirador Capital Partners
California
– -$315K -5,404 Closed
RJT
173
Raymond James Trust
Florida
– -$223K -3,831 Closed
BCM
174
Brookstone Capital Management
Illinois
– -$213K -3,656 Closed
TI
175
tru Independence
Oregon
– -$26K -469 Closed
4 5 6
7
8

USIG Hedge Fund Activity: Q1 2020 in Review

166 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2020, worth a combined $3.06B — down 6.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USIG positions and 24 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Jane Street, adding an estimated $137M. The largest seller was Bank of America, cutting an estimated $201M.

  • 166 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2020, up from 163 in Q4 2019.
  • Funds reported $3.06B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 31 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2020 and 24 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $137M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2020.