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iShares Broad USD Investment Grade Corporate Bond ETF

287 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $4.66B → $5.21B (+$553M)

7% more funds holding

Funds holding: 267287 (+20)

8% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.39M

1.91% less ownership

Funds ownership: 70.85%68.94% (-1.9%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
104
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
MW
201
Marcum Wealth
Ohio
$209K
BRWA
202
B. Riley Wealth Advisors
Florida
$204K -$34.7K -713 -15%
Deutsche Bank
203
Deutsche Bank
Germany
$185K
CQS
204
Credential Qtrade Securities
$177K
OWA
205
One Wealth Advisors
California
$172K +$171K +3,509 New
William Blair & Company
206
William Blair & Company
Illinois
$162K -$569K -11,679 -78%
GRP
207
Global Retirement Partners
California
$128K +$1.07K +22 +0.9%
GIA
208
Goodwin Investment Advisory
Georgia
$111K +$9.06K +186 +9%
Franklin Resources
209
Franklin Resources
California
$111K -$341 -7 -0.3%
CWC
210
Carolinas Wealth Consulting
North Carolina
$109K +$1.27K +26 +1%
EWA
211
EP Wealth Advisors
California
$108K +$107K +2,202 New
PTC
212
Private Trust Company
Ohio
$107K +$7.84K +161 +8%
HI
213
Harbour Investments
Wisconsin
$88.7K -$6.29K -129 -7%
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$84.8K +$84.1K +1,727 New
AIC
215
Archer Investment Corporation
Indiana
$84.4K -$97 -2 -0.1%
BAAM
216
Baker Avenue Asset Management
California
$68.8K -$165K -3,387 -71%
AIP
217
Ameritas Investment Partners
Nebraska
$58K -$26.3K -540 -31%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$52.7K +$1.85K +38 +4%
FHA
219
First Horizon Advisors
Tennessee
$52.7K +$1.56K +32 +3%
BWL
220
Bogart Wealth LLC
Virginia
$51.1K
RIA
221
Realta Investment Advisors
Delaware
$50.1K +$2.44K +50 +5%
RCM
222
Raleigh Capital Management
North Carolina
$50.1K -$1.71K -35 -3%
CFD
223
Creative Financial Designs
Indiana
$49.5K
TRCT
224
Tower Research Capital (TRC)
New York
$45K +$24.9K +511 +128%
BCWM
225
Bartlett & Co Wealth Management
Ohio
$43K +$42.7K +876 New

USIG Hedge Fund Activity: Q4 2022 in Review

287 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2022, worth a combined $5.21B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new USIG positions and 40 closed out — a net gain of 25 holders — while 79 added to existing stakes and 104 trimmed.

The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $475M. The largest seller was Bank of America, cutting an estimated $230M.

  • 287 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2022, up from 267 in Q3 2022.
  • Funds reported $5.21B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 65 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2022 and 40 closed out, a net change of +25 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2022 was Personal Capital Advisors, an estimated $475M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2022 was Bank of America, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.