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iShares Broad USD Investment Grade Corporate Bond ETF

246 hedge funds and large institutions have $4.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.89B → $4.12B (+$221M)

2% more funds holding

Funds holding: 242246 (+4)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.57% less ownership

Funds ownership: 69.76%69.19% (-0.57%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
29
Increased
86
Reduced
84
Closed
22
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$60K -$8.78K -147 -13%
EDRH
202
Edmond de Rothschild Holding
Switzerland
$58K -$35.8K -600 -38%
GI
203
Gradient Investments
Minnesota
$50K -$2.57K -43 -5%
PWMG
204
Prestige Wealth Management Group
New Jersey
$48K
SMG
205
Spectrum Management Group
Indiana
$43K -$10.3K -172 -20%
ICM
206
Islay Capital Management
Texas
$41K
COCM
207
Charter Oak Capital Management
New Hampshire
$31K
CH
208
Canton Hathaway
Rhode Island
$30K +$19.2K +322 +185%
AIM
209
Anchor Investment Management
South Carolina
$27.1K
AA
210
Ancora Advisors
Ohio
$27K -$1.37K -23 -5%
HNB
211
Huntington National Bank
Ohio
$27K
Citigroup
212
Citigroup
New York
$24K
HIIFS
213
Harel Insurance Investments & Financial Services
Israel
$22K
ONST
214
Old North State Trust
North Carolina
$22K
Northern Trust
215
Northern Trust
Illinois
$21K -$84.6K -1,416 -4%
PGWM
216
Parisi Gray Wealth Management
New Jersey
$19K +$18.9K +317 New
BAM
217
Baldrige Asset Management
Pennsylvania
$18K +$17.9K +299 New
CT
218
Caldwell Trust
Florida
$15.5K
AWM
219
AllSquare Wealth Management
New York
$15K
SL
220
Savior LLC
Massachusetts
$13K
OIA
221
Optimum Investment Advisors
Illinois
$12K -$35.8K -600 -75%
HWA
222
HHM Wealth Advisors
Tennessee
$12K
FCM
223
Firestone Capital Management
Florida
$11K
SIC
224
Salem Investment Counselors
North Carolina
$10K
CHC
225
City Holding Co
West Virginia
$10K +$9.62K +161 New

USIG Hedge Fund Activity: Q2 2021 in Review

246 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2021, worth a combined $4.12B — up 5.7% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USIG positions and 22 closed out — a net gain of 7 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $74.2M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $59.2M.

  • 246 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $4.12B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $74.2M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2021.