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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
151
Baker Tilly Wealth Management
Wisconsin
$401K +$406K +6,671 New
TC
152
TownSquare Capital
Utah
$401K +$406K +6,671 New
GSEP
153
Golden State Equity Partners
California
$388K +$15.6K +256 +4%
LNC
154
Lincoln National Corp
Pennsylvania
$387K -$4.69K -77 -1%
CW
155
CreativeOne Wealth
Kansas
$372K +$377K +6,186 New
FAIM
156
Financial Advocates Investment Management
Washington
$370K -$4.87K -80 -1%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$366K -$1.16K -19 -0.3%
FSC
158
Full Sail Capital
Oklahoma
$354K
FCA
159
FinTrust Capital Advisors
South Carolina
$351K
FIA
160
Foundations Investment Advisors
Arizona
$348K -$156K -2,567 -31%
UCFA
161
United Capital Financial Advisors
Texas
$341K +$345K +5,669 New
SF
162
Synovus Financial
Georgia
$333K -$159K -2,618 -32%
WB
163
WesBanco Bank
West Virginia
$333K
CCFCSB
164
Cape Cod Five Cents Savings Bank
Massachusetts
$320K
RJT
165
Raymond James Trust
Florida
$315K +$100K +1,648 +46%
SCM
166
Southport Capital Management
Tennessee
$309K
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$306K
Comerica Bank
168
Comerica Bank
Texas
$299K -$53K -870 -15%
PIG
169
Pantheon Investment Group
California
$294K -$120K -1,969 -29%
BRWA
170
B. Riley Wealth Advisors
Florida
$287K +$1.89K +31 +0.7%
TCM
171
Triumph Capital Management
Colorado
$287K +$291K +4,776 New
FNWM
172
Financial Network Wealth Management
Utah
$277K
OFG
173
OmniStar Financial Group
North Carolina
$277K +$17.7K +290 +7%
GTAM
174
Global Trust Asset Management
Florida
$275K
SWP
175
Stratos Wealth Partners
Ohio
$267K -$16K -263 -6%

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.