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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

3.85% more ownership

Funds ownership: 67.01% → 70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274 → 267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$269K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$115M
3
AF
Allworth Financial
California
+$62.2M
4
AssetMark Inc
AssetMark Inc
California
+$58.1M
5
RJA
Raymond James & Associates
Florida
+$32.2M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$127M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.4M
3
SMM
Stadion Money Management
Georgia
-$9.27M
4
MML Investors Services
MML Investors Services
Massachusetts
-$8.67M
5
NW
NewEdge Wealth
Pennsylvania
-$8.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
176
Baker Avenue Asset Management
California
$230K +$244K +4,787 New
MCA
177
MSH Capital Advisors
Arizona
$226K -$560 -11 -0.2%
FIA
178
Foundations Investment Advisors
Arizona
$226K +$408 +8 +0.2%
ECM
179
Evergreen Capital Management
Washington
$221K +$234K +4,600 New
FSC
180
Full Sail Capital
Oklahoma
$216K -$71.3K -1,400 -24%
MW
181
Marcum Wealth
Ohio
$204K +$216K +4,247 New
Deutsche Bank
182
Deutsche Bank
Germany
$181K – – –
APA
183
American Portfolios Advisors
New York
$177K -$8K -157 -4%
IWA
184
Icon Wealth Advisors
Texas
$176K +$187K +3,670 New
CQS
185
Credential Qtrade Securities
$173K – – –
Barclays
186
Barclays
United Kingdom
$135K – – –
GRP
187
Global Retirement Partners
California
$123K +$4.94K +97 +4%
AWM
188
Accel Wealth Management
Iowa
$119K -$3.57K -70 -3%
Franklin Resources
189
Franklin Resources
California
$109K +$115K +2,265 +32,357%
CWC
190
Carolinas Wealth Consulting
North Carolina
$106K +$112K +2,203 New
CWA
191
Clearview Wealth Advisors
Oregon
$100K -$3.36K -66 -3%
GIA
192
Goodwin Investment Advisory
Georgia
$100K +$1.53K +30 +1%
HI
193
Harbour Investments
Wisconsin
$99K – – –
PTC
194
Private Trust Company
Ohio
$97K +$94.3K +1,851 +1,157%
SMG
195
Spectrum Management Group
Indiana
$90K +$43.7K +858 +84%
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$83K – – –
AIC
197
Archer Investment Corporation
Indiana
$82.6K -$408 -8 -0.5%
AIP
198
Ameritas Investment Partners
Nebraska
$82K – – –
PA
199
Parallel Advisors
California
$77K +$25.5K +501 +45%
CFO
200
CVA Family Office
Colorado
$61K – – –
6 7
8
9 10

USIG Hedge Fund Activity: Q3 2022 in Review

267 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2022, worth a combined $4.66B — up 4.6% from $4.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of USIG and 39 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was American Family Insurance Mutual Holding, exiting entirely with an estimated $127M sold.

  • 267 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $4.66B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2022, up 4.6% quarter-over-quarter.
  • 39 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2022 and 42 closed out, a net change of -3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2022 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2022 was American Family Insurance Mutual Holding, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2022.