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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$265K +$269K +4,415 New
CCA
177
Catalyst Capital Advisors
New York
$258K
IA
178
IFP Advisors
Florida
$255K -$67.7K -1,112 -21%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$255K +$258K +4,243 New
DC
180
Davenport & Co
Virginia
$254K +$257K +4,223 New
TCM
181
Teza Capital Management
Illinois
$250K
BFA
182
Beaumont Financial Advisors
Massachusetts
$250K +$253K +4,160 New
MIH
183
Meitav Investment House
Israel
$244K
FHC
184
First Heartland Consultants
Missouri
$241K -$164K -2,691 -40%
OIA
185
OneDigital Investment Advisors
Kansas
$239K +$242K +3,972 New
ACM
186
Azimuth Capital Management
Michigan
$234K
VHAM
187
Van Hulzen Asset Management
California
$229K +$10.8K +177 +5%
Deutsche Bank
188
Deutsche Bank
Germany
$227K
TIAM2
189
Tru Independence Asset Management 2
Oregon
$227K +$1.22K +20 +0.5%
NCG
190
Newport Capital Group
New Jersey
$226K
FTUS
191
Flow Traders U.S.
New York
$226K +$229K +3,754 New
CQS
192
Credential Qtrade Securities
$221K
ICP
193
Interchange Capital Partners
Pennsylvania
$218K -$60.7K -996 -21%
OWA
194
One Wealth Advisors
California
$213K
EWA
195
EP Wealth Advisors
California
$204K -$172K -2,821 -45%
CIBC World Market
196
CIBC World Market
Ontario, Canada
$202K +$204K +3,355 New
TSA
197
Tri-Star Advisors
Texas
$201K
Fidelity Investments
198
Fidelity Investments
Massachusetts
$180K +$118K +1,941 +184%
CFA
199
Carroll Financial Associates
North Carolina
$177K
APA
200
American Portfolios Advisors
New York
$159K -$84.1K -1,381 -34%

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.