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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

96 hedge funds and large institutions have $857M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2013 Q2 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
3.13%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
96
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$118M +$123M +2,199,918 New
ECM
2
ETrade Capital Management
Virginia
$95.2M +$99M +1,771,712 New
GF
3
Genworth Financial
Virginia
$81.7M +$85.1M +1,521,556 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$75.1M +$78.1M +1,397,050 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51.3M +$53.4M +955,464 New
SAS
6
Sage Advisory Services
Texas
$36.1M +$37.6M +672,570 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$31.8M +$33.1M +591,766 New
BCI
8
Brinker Capital Investments
Pennsylvania
$30M +$31.2M +558,020 New
Morgan Stanley
9
Morgan Stanley
New York
$26.9M +$28M +501,032 New
KeyBank National Association
10
KeyBank National Association
Ohio
$25.1M +$26.1M +466,542 New
Bank of America
11
Bank of America
North Carolina
$24.6M +$25.6M +457,116 New
UCFA
12
United Capital Financial Advisors
Texas
$21.5M +$22.3M +399,280 New
U
13
UBS
Switzerland
$20.1M +$20.9M +374,332 New
FA
14
FDx Advisors
Illinois
$19.7M +$20.5M +366,224 New
BCM
15
Bluefin Capital Management
New York
$18.7M +$19.5M +348,828 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$15.1M +$15.7M +280,964 New
NPC
17
National Planning Corporation
California
$14.8M +$15.4M +275,388 New
Goldman Sachs
18
Goldman Sachs
New York
$13.1M +$13.6M +243,310 New
ICOA
19
Investment Centers of America
North Dakota
$8.88M +$9.24M +165,240 New
Wells Fargo
20
Wells Fargo
California
$8.36M +$8.7M +155,580 New
Barclays
21
Barclays
United Kingdom
$8.3M +$8.64M +154,540 New
NMLIC
22
Northwestern Mutual Life Insurance Company
Wisconsin
$8.15M +$8.48M +151,642 New
LPL Financial
23
LPL Financial
California
$7.71M +$8.02M +143,434 New
RJA
24
Raymond James & Associates
Florida
$7.61M +$7.92M +141,728 New
Jane Street
25
Jane Street
New York
$5.91M +$6.14M +109,914 New
1
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USIG Hedge Fund Activity: Q2 2013 in Review

96 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2013, worth a combined $857M.

Buyers outnumbered sellers: 96 funds opened new USIG positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

  • 96 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $857M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2013.
  • 96 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2013 and 0 closed out, a net change of +96 holders.

Based on aggregated 13F filings for Q2 2013.