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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Clearview Wealth Advisors
Oregon
$110K +$729 +14 +0.7%
GIA
202
Goodwin Investment Advisory
Georgia
$105K +$9.37K +180 +10%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$104K -$33.6K -646 -24%
PFS
204
Prospera Financial Services
Texas
$103K -$122K -2,343 -54%
HI
205
Harbour Investments
Wisconsin
$99K +$101K +1,934 New
AIC
206
Archer Investment Corporation
Indiana
$88.1K
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$88K
AIP
208
Ameritas Investment Partners
Nebraska
$87K
RCM
209
Raleigh Capital Management
North Carolina
$82K +$1.72K +33 +2%
CFO
210
CVA Family Office
Colorado
$65K
EDRH
211
Edmond de Rothschild Holding
Switzerland
$63K
PA
212
Parallel Advisors
California
$56K
FCB
213
First Command Bank
Texas
$54K
FCFS
214
First Command Financial Services
Texas
$54K
FHA
215
First Horizon Advisors
Tennessee
$54K +$56.3K +1,081 New
BWL
216
Bogart Wealth LLC
Virginia
$53K -$2.81K -54 -5%
SMG
217
Spectrum Management Group
Indiana
$52K
CFD
218
Creative Financial Designs
Indiana
$51K
HPC
219
HM Payson & Co
Maine
$51K +$52.1K +1,000 New
COCM
220
Charter Oak Capital Management
New Hampshire
$36K -$1.3K -25 -3%
ICM
221
Islay Capital Management
Texas
$34K
AIM
222
Anchor Investment Management
South Carolina
$33.2K +$10.6K +204 +46%
SWM
223
Spire Wealth Management
Virginia
$33K -$27K -518 -44%
FFA
224
Founders Financial Alliance
North Carolina
$28K +$3.49K +67 +14%
GI
225
Gradient Investments
Minnesota
$25K

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.