iShares Broad USD Investment Grade Corporate Bond ETF
USIG
107 hedge funds and large institutions have $748M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 105 → 107 (+2)
4% more capital invested
Capital invested by funds: $718M → $748M (+$30.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
9.45% less ownership
Funds ownership: 145.61% → 136.16% (-9.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $218K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$51.8M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$42.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$36.4M |
| 4 |
BlackRock
New York
|
+$17.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$35.4M |
| 2 |
Jane Street
New York
|
-$31.6M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$23.2M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$8.99M |
| 5 |
Goldman Sachs
New York
|
-$8.28M |
USIG Hedge Fund Activity: Q4 2016 in Review
107 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2016, worth a combined $748M — up 4.3% from $718M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new USIG positions and 9 closed out — a net gain of 3 holders — while 35 added to existing stakes and 36 trimmed.
The largest buyer was Wells Fargo, adding an estimated $51.8M. The largest seller was UBS Group, cutting an estimated $35.4M.
- 107 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2016, up from 105 in Q3 2016.
- Funds reported $748M of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2016, up 4.3% quarter-over-quarter.
- 12 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2016 and 9 closed out, a net change of +3 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2016 was Wells Fargo, an estimated $51.8M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2016 was UBS Group, an estimated $35.4M sold.
Based on aggregated 13F filings for Q4 2016.