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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

287 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $4.66B → $5.21B (+$553M)

7% more funds holding

Funds holding: 267 → 287 (+20)

8% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.39M

1.91% less ownership

Funds ownership: 70.85% → 68.94% (-1.9%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
104
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
Personal Capital Advisors
California
+$475M
2
Principal Financial Group
Principal Financial Group
Iowa
+$63.4M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$54.7M
4
Jane Street
Jane Street
New York
+$18.4M
5
BFM
Boston Financial Management
Massachusetts
+$17.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$230M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$29.3M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$18.2M
4
AWM
Aprio Wealth Management
Georgia
-$14.9M
5
AWM
AE Wealth Management
Kansas
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$273K +$271K +5,559 New
WB
177
WesBanco Bank
West Virginia
$272K – – –
OFG
178
OmniStar Financial Group
North Carolina
$272K +$6.24K +128 +2%
DWP
179
Destiny Wealth Partners
Florida
$269K +$10K +206 +4%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$261K -$29.3M -601,194 -99%
FPCP
181
Fort Point Capital Partners
California
$258K -$163K -3,354 -39%
FCA
182
FinTrust Capital Advisors
South Carolina
$258K -$29.2K -600 -10%
AA
183
Alesco Advisors
New York
$257K – – –
CIBC World Market
184
CIBC World Market
Ontario, Canada
$256K – – –
TCM
185
TD Capital Management
Tennessee
$254K +$209K +4,286 +485%
LA
186
Lane & Associates
New Jersey
$253K +$251K +5,160 New
NCM
187
Noesis Capital Mangement
Florida
$245K – – –
SWP
188
Stratos Wealth Partners
Ohio
$245K +$6.67K +137 +3%
SAM
189
Strategy Asset Managers
California
$243K – – –
PAG
190
Private Advisor Group
New Jersey
$243K -$9.84K -202 -2%
SS
191
Simplicity Solutions
Minnesota
$241K -$47.7K -978 -17%
SC
192
SouthState Corp
Florida
$241K +$239K +4,905 New
JIR
193
James Investment Research
Ohio
$234K -$33.4K -685 -13%
SC
194
Scotia Capital
Ontario, Canada
$234K -$123K -2,528 -35%
MCA
195
MSH Capital Advisors
Arizona
$229K -$2.14K -44 -0.9%
ECM
196
Evergreen Capital Management
Washington
$226K – – –
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$224K +$222K +4,553 New
FA
198
Flagstar Advisors
New York
$220K -$33.6K -690 -13%
FA
199
FDx Advisors
Illinois
$217K +$215K +4,413 New
ACIM
200
Azimuth Capital Investment Management
Michigan
$214K +$212K +4,351 New
6 7
8
9 10

USIG Hedge Fund Activity: Q4 2022 in Review

287 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2022, worth a combined $5.21B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new USIG positions and 40 closed out — a net gain of 25 holders — while 79 added to existing stakes and 104 trimmed.

The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $475M. The largest seller was Bank of America, cutting an estimated $230M.

  • 287 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2022, up from 267 in Q3 2022.
  • Funds reported $5.21B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 65 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2022 and 40 closed out, a net change of +25 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2022 was Personal Capital Advisors, an estimated $475M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2022 was Bank of America, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.