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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
176
Raymond James Trust
Florida
$350K +$16.7K +295 +5%
SCG
177
Sonata Capital Group
Washington
$343K
FAIM
178
Financial Advocates Investment Management
Washington
$338K -$965 -17 -0.3%
FSC
179
Full Sail Capital
Oklahoma
$324K
CAN
180
Cetera Advisor Networks
California
$323K -$1.6M -28,122 -83%
FCA
181
FinTrust Capital Advisors
South Carolina
$322K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$319K +$1.53K +27 +0.5%
EIA
183
Edgemoor Investment Advisors
Maryland
$317K -$8.7M -153,215 -96%
CA
184
Continuum Advisory
Idaho
$314K +$343K +6,039 New
SFG
185
Snider Financial Group
Washington
$304K -$44.1K -776 -12%
WB
186
WesBanco Bank
West Virginia
$304K
JIR
187
James Investment Research
Ohio
$299K
VHAM
188
Van Hulzen Asset Management
California
$290K -$88.7K -1,563 -23%
MCA
189
MSH Capital Advisors
Arizona
$284K -$8K -141 -3%
OFG
190
OmniStar Financial Group
North Carolina
$278K +$3.92K +69 +1%
SC
191
Scotia Capital
Ontario, Canada
$274K +$12.5K +220 +5%
NCM
192
Noesis Capital Mangement
Florida
$273K +$281K +4,952 New
BRWA
193
B. Riley Wealth Advisors
Florida
$266K +$568 +10 +0.2%
FIA
194
Foundations Investment Advisors
Arizona
$265K -$42.1K -742 -13%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$260K +$12.5K +220 +5%
FNWM
196
Financial Network Wealth Management
Utah
$254K
WWM
197
Western Wealth Management
Colorado
$254K +$262K +4,618 New
GTAM
198
Global Trust Asset Management
Florida
$252K
HWIS
199
Hancock Whitney Investment Services
Louisiana
$249K -$252K -4,433 -50%
PFS
200
Prospera Financial Services
Texas
$240K +$13.1K +231 +6%

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.