iShares Broad USD Investment Grade Corporate Bond ETF
USIG
166 hedge funds and large institutions have $3.06B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 24 closing their positions.
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2% more funds holding
Funds holding: 163 → 166 (+3)
0.64% more ownership
Funds ownership: 81.43% → 82.07% (+0.64%)
7% less capital invested
Capital invested by funds: $3.28B → $3.06B (-$213M)
25% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$137M |
| 2 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
+$41.7M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$23.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19.3M |
| 5 |
B
Barings
Charlotte,
North Carolina
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$201M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$40.1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$40M |
| 4 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$28.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWM
176
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$12K | -212 | Closed |
|
177
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$11K | -182 | Closed |
|
|
PWMG
178
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$9K | -150 | Closed |
|
|
AP
179
Americana Partners
Houston,
Texas
| – | -$8K | -148 | Closed |
|
|
IFWM
180
Institute for Wealth Management
Denver,
Colorado
| – | -$7K | -118 | Closed |
|
|
RIA
181
Realta Investment Advisors
Wilmington,
Delaware
| – | -$6K | -110 | Closed |
|
|
RFM
182
Royal Fund Management
Lady Lake,
Florida
| – | -$5K | -98 | Closed |
|
|
AWA
183
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$2.15K | -36 | Closed |
|
|
CL
184
Cabana LLC
Fayetteville,
Arkansas
| – | -$2K | -34 | Closed |
|
|
JCM
185
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$2K | -31 | Closed |
|
|
AF
186
Allworth Financial
Folsom,
California
| – | -$1K | -24 | Closed |
|
|
HFS
187
Hantz Financial Services
Southfield,
Michigan
| – | +$290 | +5 | New |
|
|
AC
188
AlphaCore Capital
La Jolla,
California
| – | +$348 | +6 | New |
|
USIG Hedge Fund Activity: Q1 2020 in Review
166 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2020, worth a combined $3.06B — down 6.5% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new USIG positions and 24 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.
The largest buyer was Jane Street, adding an estimated $137M. The largest seller was Bank of America, cutting an estimated $201M.
- 166 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2020, up from 163 in Q4 2019.
- Funds reported $3.06B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
- 31 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2020 and 24 closed out, a net change of +7 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $137M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $201M sold.
Based on aggregated 13F filings for Q1 2020.