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iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
201
Catalyst Capital Advisors
New York
$237K
TCM
202
Teza Capital Management
Illinois
$237K
SCM
203
Southport Capital Management
Tennessee
$236K -$8.86K -156 -4%
SPC
204
Sigma Planning Corp
Michigan
$235K -$231K -4,067 -49%
SC
205
Saiph Capital
New Jersey
$230K +$238K +4,186 New
Creative Planning
206
Creative Planning
Kansas
$224K -$7.66K -135 -3%
APA
207
American Portfolios Advisors
New York
$223K +$21.6K +380 +10%
ACM
208
Azimuth Capital Management
Michigan
$222K +$7.38K +130 +3%
AT
209
American Trust
Kentucky
$221K +$228K +4,017 New
SB
210
Strategic Blueprint
Georgia
$218K -$103K -1,809 -31%
Deutsche Bank
211
Deutsche Bank
Germany
$208K
NCG
212
Newport Capital Group
New Jersey
$207K
IWP
213
Icon Wealth Partners
Texas
$206K +$213K +3,749 New
CA
214
Cetera Advisors
Colorado
$206K +$213K +3,750 New
CQS
215
Credential Qtrade Securities
$203K
EWA
216
EP Wealth Advisors
California
$198K +$205K +3,606 New
MA
217
MCF Advisors
Kentucky
$156K +$161K +2,831 New
Barclays
218
Barclays
United Kingdom
$154K -$637K -11,215 -80%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$148K -$193K -3,400 -56%
SC
220
SouthState Corp
Florida
$145K
AWM
221
Accel Wealth Management
Iowa
$138K
CWA
222
Clearview Wealth Advisors
Oregon
$118K -$3.75K -66 -3%
GRP
223
Global Retirement Partners
California
$115K +$125K +2,205 New
GIA
224
Goodwin Investment Advisory
Georgia
$99K +$97.4K +1,715 +1,099%
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$95K

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.