iShares Broad USD Investment Grade Corporate Bond ETF
USIG
105 hedge funds and large institutions have $718M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more capital invested
Capital invested by funds: $534M → $718M (+$184M)
23.88% more ownership
Funds ownership: 121.73% → 145.61% (+24%)
20% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 30
5% more funds holding
Funds holding: 100 → 105 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$159M |
| 2 |
Jane Street
New York
|
+$14.4M |
| 3 |
AT
Arden Trust
Wilmington,
Delaware
|
+$9.93M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.51M |
| 5 |
MA
MUFG Americas
New York
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$10.2M |
| 2 |
Goldman Sachs
New York
|
-$7.65M |
| 3 |
AssetMark Inc
Concord,
California
|
-$4.23M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.11M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.55M |
USIG Hedge Fund Activity: Q3 2016 in Review
105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2016, worth a combined $718M — up 34% from $534M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new USIG positions and 6 closed out — a net gain of 7 holders — while 36 added to existing stakes and 30 trimmed.
The largest buyer was UBS Group, adding an estimated $159M. The largest seller was ClearBridge Investments, cutting an estimated $10.2M.
- 105 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2016, up from 100 in Q2 2016.
- Funds reported $718M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2016, up 34% quarter-over-quarter.
- 13 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2016 and 6 closed out, a net change of +7 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2016 was UBS Group, an estimated $159M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2016 was ClearBridge Investments, an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2016.