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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
151
Advisory Services Network
Georgia
$506K -$209K -3,676 -29%
CWM
152
Congress Wealth Management
Massachusetts
$505K -$2.09M -36,857 -80%
HF
153
HRT Financial
New York
$496K +$512K +9,021 New
QC
154
Quent Capital
New York
$495K -$3.12M -54,948 -86%
DWP
155
Destiny Wealth Partners
Florida
$490K -$7.72K -136 -2%
CWM
156
Cahaba Wealth Management
Georgia
$478K -$72.9K -1,284 -12%
MCWA
157
Meadow Creek Wealth Advisors
Georgia
$450K +$35.1K +619 +8%
WP
158
WealthSource Partners
California
$443K +$34.5K +607 +8%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$439K
WP
160
WealthPLAN Partners
Nebraska
$426K -$5.05K -89 -1%
WIM
161
WealthPlan Investment Management
Nebraska
$426K +$465K +8,189 New
ACM
162
Allred Capital Management
Texas
$419K +$433K +7,620 New
IF
163
Intrua Financial
Texas
$418K -$61.7K -1,087 -13%
NLG
164
New Legacy Group
New York
$418K
PAG
165
Private Advisor Group
New Jersey
$416K +$227K +4,007 +112%
BRWM
166
B. Riley Wealth Management
Tennessee
$415K +$223K +3,930 +109%
CW
167
CreativeOne Wealth
Kansas
$406K +$22.5K +397 +6%
AC
168
ASB Consultores
Florida
$389K +$84.8K +1,494 +27%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$383K -$584K -10,287 -60%
PWA
170
Physician Wealth Advisors
Utah
$383K +$12.2K +215 +3%
SS
171
Simplicity Solutions
Minnesota
$373K +$385K +6,778 New
TA
172
TrueWealth Advisors
Alabama
$371K
Comerica Bank
173
Comerica Bank
Texas
$371K +$105K +1,846 +36%
LNC
174
Lincoln National Corp
Pennsylvania
$357K -$454 -8 -0.1%
GSEP
175
Golden State Equity Partners
California
$353K -$852 -15 -0.2%

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.