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iShares Broad USD Investment Grade Corporate Bond ETF

292 hedge funds and large institutions have $4.68B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 75

12% more funds holding

Funds holding: 260292 (+32)

1% more capital invested

Capital invested by funds: $4.65B → $4.68B (+$37.6M)

1.2% less ownership

Funds ownership: 70.58%69.38% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
56
Increased
106
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthPLAN Partners
Nebraska
$480K +$8.22K +137 +2%
CIBC World Market
152
CIBC World Market
Ontario, Canada
$477K +$277K +4,623 +138%
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$472K +$74K +1,233 +18%
TC
154
TownSquare Capital
Utah
$472K +$74K +1,233 +18%
EWA
155
EverSource Wealth Advisors
Alabama
$455K +$457K +7,612 New
NLG
156
New Legacy Group
New York
$454K +$456K +7,600 New
MCWA
157
Meadow Creek Wealth Advisors
Georgia
$451K +$453K +7,555 New
WP
158
WealthSource Partners
California
$445K -$24K -400 -5%
SFS
159
Security Financial Services
Indiana
$423K +$425K +7,088 New
PWA
160
Physician Wealth Advisors
Utah
$417K +$3.3K +55 +0.8%
CW
161
CreativeOne Wealth
Kansas
$417K +$47.6K +794 +13%
VHAM
162
Van Hulzen Asset Management
California
$409K +$182K +3,027 +79%
LNC
163
Lincoln National Corp
Pennsylvania
$388K +$2.88K +48 +0.7%
GSEP
164
Golden State Equity Partners
California
$384K -$2.04K -34 -0.5%
SFG
165
Snider Financial Group
Washington
$373K -$79.1K -1,318 -17%
SCG
166
Sonata Capital Group
Washington
$372K -$30K -500 -7%
TA
167
TrueWealth Advisors
Alabama
$371K +$373K +6,215 New
FAIM
168
Financial Advocates Investment Management
Washington
$368K +$60 +1 +0%
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$364K +$60K +1,000 +20%
RJT
170
Raymond James Trust
Florida
$362K +$50K +834 +16%
IA
171
IndexIQ Advisors
New York
$357K -$366K -6,099 -51%
SF
172
Synovus Financial
Georgia
$351K +$19.6K +326 +6%
FCA
173
FinTrust Capital Advisors
South Carolina
$349K
SB
174
Strategic Blueprint
Georgia
$345K -$57K -950 -14%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$345K -$19.6K -326 -5%

USIG Hedge Fund Activity: Q4 2021 in Review

292 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2021, worth a combined $4.68B — up 0.81% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new USIG positions and 23 closed out — a net gain of 33 holders — while 106 added to existing stakes and 75 trimmed.

The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was AssetMark Inc, cutting an estimated $83.3M.

  • 292 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $4.68B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.81% quarter-over-quarter.
  • 56 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2021 and 23 closed out, a net change of +33 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $61.6M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2021 was AssetMark Inc, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2021.