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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
151
Raymond James Trust
Florida
$324K -$469 -9 -0.1%
SS
152
Simplicity Solutions
Minnesota
$321K -$24.8K -476 -7%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$318K -$37.9K -727 -10%
SCG
154
Sonata Capital Group
Washington
$317K
FCA
155
FinTrust Capital Advisors
South Carolina
$305K
CA
156
Continuum Advisory
Idaho
$302K -$5.83K -112 -2%
DWP
157
Destiny Wealth Partners
Florida
$301K -$156K -2,987 -34%
FSC
158
Full Sail Capital
Oklahoma
$300K
IF
159
Intrua Financial
Texas
$298K -$90.7K -1,742 -23%
CG
160
Colony Group
Massachusetts
$292K -$186K -3,565 -38%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$292K -$3.59K -69 -1%
WB
162
WesBanco Bank
West Virginia
$282K
SFG
163
Snider Financial Group
Washington
$282K +$885 +17 +0.3%
JIR
164
James Investment Research
Ohio
$277K
OFG
165
OmniStar Financial Group
North Carolina
$270K +$12.6K +241 +5%
VHAM
166
Van Hulzen Asset Management
California
$266K -$3.13K -60 -1%
KPWS
167
Kestra Private Wealth Services
Texas
$262K -$511K -9,816 -66%
FA
168
Flagstar Advisors
New York
$261K -$281K -5,400 -51%
BRWA
169
B. Riley Wealth Advisors
Florida
$260K +$13.6K +262 +5%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$256K +$15.5K +298 +6%
NCM
171
Noesis Capital Mangement
Florida
$252K
WWM
172
Western Wealth Management
Colorado
$252K +$16.8K +322 +7%
SC
173
Scotia Capital
Ontario, Canada
$243K -$11.5K -220 -4%
MCA
174
MSH Capital Advisors
Arizona
$241K -$22.6K -434 -8%
FIA
175
Foundations Investment Advisors
Arizona
$240K -$16K -307 -6%

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.