We are live on ! Find out more
USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $4.12B → $4.65B (+$531M)

6% more funds holding

Funds holding: 246260 (+14)

1.39% more ownership

Funds ownership: 69.19%70.58% (+1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
69
Closed
24
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Accel Wealth Management
Iowa
$151K
AIC
202
Archer Investment Corporation
Indiana
$146K +$148K +2,435 New
CWA
203
Clearview Wealth Advisors
Oregon
$115K +$609 +10 +0.5%
AIP
204
Ameritas Investment Partners
Nebraska
$96K -$27.4K -450 -22%
HNB
205
Huntington National Bank
Ohio
$92K
LWM
206
Liberty Wealth Management
California
$85K +$244 +4 +0.3%
JP Morgan Chase
207
JP Morgan Chase
New York
$83K +$1.1K +18 +1%
PCG
208
Private Capital Group
Connecticut
$80K +$365 +6 +0.5%
EDRH
209
Edmond de Rothschild Holding
Switzerland
$75K +$16.7K +275 +28%
BWL
210
Bogart Wealth LLC
Virginia
$68K
FHA
211
First Horizon Advisors
Tennessee
$67K +$183 +3 +0.3%
SC
212
SouthState Corp
Florida
$64K +$64.7K +1,062 New
CFD
213
Creative Financial Designs
Indiana
$61K
SWM
214
Spire Wealth Management
Virginia
$60K
PA
215
Parallel Advisors
California
$59K -$1.22K -20 -2%
CAM
216
Caprin Asset Management
Virginia
$46K -$269K -4,415 -85%
COCM
217
Charter Oak Capital Management
New Hampshire
$44K +$14K +230 +46%
SMG
218
Spectrum Management Group
Indiana
$42K -$244 -4 -0.6%
GI
219
Gradient Investments
Minnesota
$41K -$8.89K -146 -18%
ICM
220
Islay Capital Management
Texas
$41K
CH
221
Canton Hathaway
Rhode Island
$30K
FFA
222
Founders Financial Alliance
North Carolina
$30K +$25.1K +412 +597%
AIM
223
Anchor Investment Management
South Carolina
$26.9K
AA
224
Ancora Advisors
Ohio
$26K
Northern Trust
225
Northern Trust
Illinois
$24K +$287K +4,719 +13%

USIG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2021, worth a combined $4.65B — up 13% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USIG positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 69 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $245M. The largest seller was BlackRock, cutting an estimated $149M.

  • 260 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2021, up from 246 in Q2 2021.
  • Funds reported $4.65B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 41 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Temasek Holdings, an estimated $245M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.