iShares Broad USD Investment Grade Corporate Bond ETF
USIG
89 hedge funds and large institutions have $576M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
20% more capital invested
Capital invested by funds: $481M → $576M (+$95.3M)
6.55% more ownership
Funds ownership: 123.95% → 130.51% (+6.6%)
3% more funds holding
Funds holding: 86 → 89 (+3)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
54% less call options, than puts
Call options by funds: $64K | Put options by funds: $139K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$76.9M |
| 2 |
Jane Street
New York
|
+$11.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.36M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$5.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$9.11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.8M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$3.51M |
| 4 |
CCM
Canal Capital Management
Richmond,
Virginia
|
-$2.25M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$2.13M |
USIG Hedge Fund Activity: Q4 2015 in Review
89 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2015, worth a combined $576M — up 20% from $481M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new USIG positions and 13 closed out — a net gain of 3 holders — while 25 added to existing stakes and 25 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $76.9M. The largest seller was AssetMark Inc, cutting an estimated $9.11M.
- 89 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2015, up from 86 in Q3 2015.
- Funds reported $576M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2015, up 20% quarter-over-quarter.
- 16 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2015 and 13 closed out, a net change of +3 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $76.9M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2015 was AssetMark Inc, an estimated $9.11M sold.
Based on aggregated 13F filings for Q4 2015.