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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$235K -$399K -7,658 -62%
MWM
177
Meridian Wealth Management
Kentucky
$228K +$233K +4,470 New
CIBC World Market
178
CIBC World Market
Ontario, Canada
$224K -$187K -3,586 -45%
EIA
179
Edgemoor Investment Advisors
Maryland
$217K -$78.1K -1,500 -26%
CW
180
CreativeOne Wealth
Kansas
$212K -$167K -3,208 -43%
Creative Planning
181
Creative Planning
Kansas
$210K +$3.28K +63 +2%
JWCA
182
J.W. Cole Advisors
Florida
$210K +$215K +4,129 New
SCM
183
Seascape Capital Management
New Hampshire
$206K +$211K +4,050 New
SB
184
Strategic Blueprint
Georgia
$205K +$3.23K +62 +2%
CIAS
185
CFS Investment Advisory Services
New Jersey
$204K -$11.2M -214,291 -98%
FA
186
Fermata Advisors
California
$204K -$297K -5,701 -59%
TA
187
TrueWealth Advisors
Alabama
$201K -$118K -2,265 -36%
APA
188
American Portfolios Advisors
New York
$196K -$10.6K -204 -5%
Deutsche Bank
189
Deutsche Bank
Germany
$192K
CQS
190
Credential Qtrade Securities
$184K -$3.96K -76 -2%
EWA
191
EP Wealth Advisors
California
$178K -$5.83K -112 -3%
M&T Bank
192
M&T Bank
New York
$161K +$5.6M +107,598 New
Nomura Asset Management
193
Nomura Asset Management
Japan
$156K +$1.28M +24,500 +12,250%
MA
194
MCF Advisors
Kentucky
$144K
Barclays
195
Barclays
United Kingdom
$143K
Fidelity Investments
196
Fidelity Investments
Massachusetts
$142K +$64.9K +1,247 +81%
GFP
197
Gryphon Financial Partners
Ohio
$132K +$135K +2,583 New
AWM
198
Accel Wealth Management
Iowa
$129K
GRP
199
Global Retirement Partners
California
$127K +$14.8K +285 +13%
SWM
200
SeaCrest Wealth Management
New York
$118K +$121K +2,314 New

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.