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iShares Broad USD Investment Grade Corporate Bond ETF

246 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.89B → $4.12B (+$221M)

2% more funds holding

Funds holding: 242246 (+4)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.57% less ownership

Funds ownership: 69.76%69.19% (-0.57%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
29
Increased
86
Reduced
84
Closed
22
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
176
Tru Independence Asset Management 2
Oregon
$227K -$37.6K -629 -14%
CQS
177
Credential Qtrade Securities
$223K
VHAM
178
Van Hulzen Asset Management
California
$220K +$217K +3,634 New
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$218K +$215K +3,600 New
RJT
180
Raymond James Trust
Florida
$217K -$16.7K -280 -7%
MFW
181
Meristem Family Wealth
Minnesota
$215K +$212K +3,552 New
OWA
182
One Wealth Advisors
California
$214K -$38.2K -639 -15%
CCM
183
Crabel Capital Management
California
$212K +$209K +3,497 New
ACM
184
Advisors Capital Management
New Jersey
$212K +$209K +3,507 New
TSA
185
Tri-Star Advisors
Texas
$203K +$200K +3,343 New
CFA
186
Carroll Financial Associates
North Carolina
$179K -$7.17K -120 -4%
Barclays
187
Barclays
United Kingdom
$170K -$3.39M -56,708 -95%
AWM
188
Accel Wealth Management
Iowa
$152K -$79.4K -1,329 -35%
AIP
189
Ameritas Investment Partners
Nebraska
$124K +$8.96K +150 +8%
CWA
190
Clearview Wealth Advisors
Oregon
$115K +$597 +10 +0.5%
LWM
191
Liberty Wealth Management
California
$86K -$6.21K -104 -7%
JP Morgan Chase
192
JP Morgan Chase
New York
$83K +$80.6K +1,350 +5,400%
PCG
193
Private Capital Group
Connecticut
$81K +$358 +6 +0.5%
CFO
194
CVA Family Office
Colorado
$77K
KFS
195
Kelly Financial Services
Massachusetts
$72K +$257K +4,311 +5,988%
BWL
196
Bogart Wealth LLC
Virginia
$69K -$34.6K -580 -34%
FHA
197
First Horizon Advisors
Tennessee
$67K -$23.5K -394 -26%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$64K -$14.5K -243 -19%
CFD
199
Creative Financial Designs
Indiana
$61K -$128K -2,144 -68%
SWM
200
Spire Wealth Management
Virginia
$61K

USIG Hedge Fund Activity: Q2 2021 in Review

246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2021, worth a combined $4.12B — up 5.7% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USIG positions and 22 closed out — a net gain of 7 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $59.2M.

  • 246 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $4.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $74.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2021.