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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

216 hedge funds and large institutions have $4.43B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

147% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 38

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

46% more call options, than puts

Call options by funds: $432K | Put options by funds: $295K

19% more capital invested

Capital invested by funds: $3.71B → $4.43B (+$713M)

14% more funds holding

Funds holding: 189 → 216 (+27)

1.36% more ownership

Funds ownership: 77.4% → 78.76% (+1.4%)

Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
4.36%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.22%
New
41
Increased
94
Reduced
38
Closed
13
Calls
$432K
Puts
$295K
Net Calls
+$137K
Net Calls Change
+$137K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$186M
2
AssetMark Inc
AssetMark Inc
California
+$129M
3
Bank of America
Bank of America
North Carolina
+$118M
4
PAG
Pinnacle Advisory Group
Maryland
+$35.7M
5
Temasek Holdings
Temasek Holdings
Singapore
+$31.8M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.8M
2
RJA
Raymond James & Associates
Florida
-$31.2M
3
FTUS
Flow Traders U.S.
New York
-$10.5M
4
B
Barings
North Carolina
-$8.87M
5
FIG
FundX Investment Group
California
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
201
Plante Moran Financial Advisors
Michigan
$4K +$858 +14 +25%
ZB
202
Zions Bancorporation
Utah
$4K +$3.8K +62 New
CCM
203
Chiron Capital Management
Florida
$3K +$2.57K +42 New
MAWCM
204
Mine & Arao Wealth Creation & Management
California
$3K +$2.76K +45 New
FFC
205
First Financial Corp
Indiana
$2K – – –
FHA
206
Flagship Harbor Advisors
Massachusetts
$2K – – –
WB
207
Webster Bank
Connecticut
$2K – – –
ADL
208
Asset Dedication LLC
California
$2K +$1.53K +25 New
HCP
209
Hexagon Capital Partners
Arkansas
$2K +$2.88K +47 New
CIAS
210
Capital Investment Advisory Services
North Carolina
$1K – – –
EWM
211
Endurance Wealth Management
Rhode Island
$1K – – –
NFG
212
Next Financial Group
Texas
$1K +$551 +9 New
CAGAS
213
Capital Advisory Group Advisory Services
Minnesota
$1K +$735 +12 New
FCA
214
FinTrust Capital Advisors
South Carolina
$355 – – –
Jane Street
215
Jane Street
New York
– -$36.8M -609,102 Closed
Renaissance Technologies
216
Renaissance Technologies
New York
– -$3.33M -55,200 Closed
TK
217
TIAA Kaspick
Massachusetts
– -$635K -10,508 Closed
TFA
218
Transamerica Financial Advisors
Florida
– -$499K -8,259 Closed
Allianz Asset Management
219
Allianz Asset Management
Germany
– -$455K -7,526 Closed
CAN
220
Cetera Advisor Networks
California
– -$363K -6,005 Closed
HHRDM
221
H&H Retirement Design & Management
Nevada
– -$206K -3,403 Closed
OPS
222
Orion Portfolio Solutions
Nebraska
– -$48K -791 Closed
AF
223
Advisornet Financial
Minnesota
– -$20.8K -340 Closed
CWM
224
Campbell Wealth Management
Virginia
– -$7K -108 Closed
RDWM
225
Red Door Wealth Management
Tennessee
– -$6K -101 Closed
6 7 8
9
10

USIG Hedge Fund Activity: Q3 2020 in Review

216 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2020, worth a combined $4.43B — up 19% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 13 closed out — a net gain of 28 holders — while 94 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $186M. The largest seller was Jane Street, exiting entirely with an estimated $36.8M sold.

  • 216 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2020, up from 189 in Q2 2020.
  • Funds reported $4.43B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2020, up 19% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2020 and 13 closed out, a net change of +28 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $186M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2020 was Jane Street, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2020.