iShares Broad USD Investment Grade Corporate Bond ETF
USIG
96 hedge funds and large institutions have $834M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 12 closing their positions.
1,313% more capital inflows, than outflows
Capital inflows: $331M | Capital outflows: $23.4M
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
3% more funds holding
Funds holding: 93 → 96 (+3)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock Fund Advisors
San Francisco,
California
|
+$98.7M |
| 2 |
AssetMark Inc
Concord,
California
|
+$68M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$56.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.5M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
Arden Trust
Wilmington,
Delaware
|
-$12.4M |
| 2 |
Suntrust Banks
Atlanta,
Georgia
|
-$2.66M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.99M |
| 4 |
United Capital Financial Advisors
Irving,
Texas
|
-$1.52M |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
-$1.09M |
USIG Hedge Fund Activity: Q1 2015 in Review
96 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2015, worth a combined $834M — up 59% from $524M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new USIG positions and 12 closed out — a net gain of 5 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $98.7M. The largest seller was Arden Trust, exiting entirely with an estimated $12.4M sold.
- 96 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2015, up from 93 in Q4 2014.
- Funds reported $834M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2015, up 59% quarter-over-quarter.
- 17 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2015 and 12 closed out, a net change of +5 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2015 was BlackRock Fund Advisors, an estimated $98.7M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2015 was Arden Trust, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2015.