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iShares Broad USD Investment Grade Corporate Bond ETF

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$650M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 166189 (+23)

4.67% less ownership

Funds ownership: 82.07%77.4% (-4.7%)

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
LifePlan Financial Group
Ohio
$51K
SF
152
Synovus Financial
Georgia
$49K -$95.8K -1,636 -67%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$49K
OPS
154
Orion Portfolio Solutions
Nebraska
$48K -$878 -15 -2%
GI
155
Gradient Investments
Minnesota
$38K -$3.04K -52 -8%
AA
156
Ancora Advisors
Ohio
$34K
Northern Trust
157
Northern Trust
Illinois
$32K -$72.5K -1,238 -2%
AIM
158
Anchor Investment Management
South Carolina
$27.1K
MA
159
MUFG Americas
New York
$24K -$236K -4,037 -2%
CFGS
160
Concourse Financial Group Securities
Alabama
$24K
Citigroup
161
Citigroup
New York
$23K -$526K -8,982 -96%
AF
162
Advisornet Financial
Minnesota
$21K +$1.05K +18 +6%
APA
163
American Portfolios Advisors
New York
$20.5K -$176 -3 -0.9%
CT
164
Caldwell Trust
Florida
$15.5K
AWM
165
AllSquare Wealth Management
New York
$15K
HWA
166
HHM Wealth Advisors
Tennessee
$12K
SWM
167
Selective Wealth Management
Virginia
$12K
FCM
168
Firestone Capital Management
Florida
$11K +$10.9K +186 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$10K -$27.9K -477 -74%
SL
170
Savior LLC
Massachusetts
$8K
CHA
171
Carmichael Hill & Associates
Maryland
$7K
CWM
172
Campbell Wealth Management
Virginia
$7K +$6.32K +108 New
RDWM
173
Red Door Wealth Management
Tennessee
$6K
SMG
174
Spectrum Management Group
Indiana
$5K -$3.95M -67,442 -100%
BW
175
Bison Wealth
Georgia
$5K

USIG Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2020, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new USIG positions and 21 closed out — a net gain of 24 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $118M.

  • 189 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $3.71B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 45 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 21 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $110M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2020.