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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

3.85% more ownership

Funds ownership: 67.01% → 70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274 → 267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$269K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$115M
3
AF
Allworth Financial
California
+$62.2M
4
AssetMark Inc
AssetMark Inc
California
+$58.1M
5
RJA
Raymond James & Associates
Florida
+$32.2M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$127M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.4M
3
SMM
Stadion Money Management
Georgia
-$9.27M
4
MML Investors Services
MML Investors Services
Massachusetts
-$8.67M
5
NW
NewEdge Wealth
Pennsylvania
-$8.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
201
Edmond de Rothschild Holding
Switzerland
$60K – – –
CIAS
202
Capital Investment Advisory Services
North Carolina
$56K +$59K +1,159 +8,279%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$52K -$87K -1,707 -61%
RCM
204
Raleigh Capital Management
North Carolina
$51K -$27.9K -547 -34%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$50K -$399K -7,830 -88%
BWL
206
Bogart Wealth LLC
Virginia
$50K – – –
FHA
207
First Horizon Advisors
Tennessee
$49K -$2.09K -41 -4%
CFD
208
Creative Financial Designs
Indiana
$48K – – –
RIA
209
Realta Investment Advisors
Delaware
$47K +$49.4K +970 New
TCM
210
TD Capital Management
Tennessee
$42K +$45K +883 New
HGERS
211
Householder Group Estate & Retirement Specialist
Arizona
$42K +$45K +884 New
NFSG
212
Newbridge Financial Services Group
Florida
$35K +$13K +256 +54%
AW
213
Avion Wealth
Texas
$33K +$34.5K +677 New
ICM
214
Islay Capital Management
Texas
$32K – – –
AIM
215
Anchor Investment Management
South Carolina
$31.3K – – –
GI
216
Gradient Investments
Minnesota
$24K – – –
FFA
217
Founders Financial Alliance
North Carolina
$23K -$3.41K -67 -12%
CH
218
Canton Hathaway
Rhode Island
$23K – – –
QC
219
Quent Capital
New York
$22K +$153 +3 +0.7%
TAM
220
Tucker Asset Management
Colorado
$20.4K +$7.13K +140 +48%
MS
221
Mizuho Securities
Japan
$20K +$18.6K +365 +716%
TRCT
222
Tower Research Capital (TRC)
New York
$19K +$5.09K +100 +33%
PFM
223
Phillips Financial Management
Indiana
$19K +$20.5K +403 New
JP Morgan Chase
224
JP Morgan Chase
New York
$18K +$11.7K +230 +160%
HIIFS
225
Harel Insurance Investments & Financial Services
Israel
$17K – – –
7 8
9
10 11

USIG Hedge Fund Activity: Q3 2022 in Review

267 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2022, worth a combined $4.66B — up 4.6% from $4.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of USIG and 39 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was American Family Insurance Mutual Holding, exiting entirely with an estimated $127M sold.

  • 267 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $4.66B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2022, up 4.6% quarter-over-quarter.
  • 39 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2022 and 42 closed out, a net change of -3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2022 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2022 was American Family Insurance Mutual Holding, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2022.