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iShares Broad USD Investment Grade Corporate Bond ETF

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$650M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 166189 (+23)

4.67% less ownership

Funds ownership: 82.07%77.4% (-4.7%)

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
176
Kelly Financial Services
Massachusetts
$4.26K
PMFA
177
Plante Moran Financial Advisors
Michigan
$3K +$3.28K +56 New
FHA
178
Flagship Harbor Advisors
Massachusetts
$2K
RAM
179
Riggs Asset Management
Pennsylvania
$2K
WB
180
Webster Bank
Connecticut
$2K
CL
181
Cabana LLC
Arkansas
$2K +$1.99K +34 New
FFC
182
First Financial Corp
Indiana
$2K +$2.34K +40 New
CIAS
183
Capital Investment Advisory Services
North Carolina
$1K
PC
184
Permanens Capital
New York
$1K +$644 +11 New
EWM
185
Endurance Wealth Management
Rhode Island
$1K +$936 +16 New
Citadel Advisors
186
Citadel Advisors
Florida
-$18.6M -332,711 Closed
CI Investments Inc
187
CI Investments Inc
Ontario, Canada
-$4.76M -84,895 Closed
EF
188
Empowered Funds
Pennsylvania
-$3.11M -53,315 Closed
BAC
189
Boys Arnold & Co
North Carolina
-$1.46M -26,100 Closed
WP
190
WealthSource Partners
California
-$836K -14,917 Closed
JIP
191
Jaffetilchin Investment Partners
Florida
-$616K -10,999 Closed
FNC
192
First National Corp
Massachusetts
-$906K -10,712 Closed
VWA
193
V Wealth Advisors
Kansas
-$504K -8,991 Closed
DTL
194
Dynamic Technology Lab
Singapore
-$256K -4,577 Closed
AAS
195
Avantax Advisory Services
Texas
-$200K -3,572 Closed
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
-$80K -1,436 Closed
ME
197
McIlrath & Eck
Washington
-$68K -1,216 Closed
WAP
198
Wealthcare Advisory Partners
Pennsylvania
-$48K -863 Closed
CFFP
199
Center for Financial Planning
Michigan
-$38K -674 Closed
CAN
200
Claraphi Advisory Network
United States
-$33K -581 Closed

USIG Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2020, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new USIG positions and 21 closed out — a net gain of 24 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $118M.

  • 189 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $3.71B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 45 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 21 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $110M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2020.