iShares Broad USD Investment Grade Corporate Bond ETF
USIG
119 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 20 closing their positions.
5.71% more ownership
Funds ownership: 141.02% → 146.73% (+5.7%)
5% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 37
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $1.11B → $1.1B (-$9.25M)
6% less funds holding
Funds holding: 127 → 119 (-8)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$73.1M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$5.31M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.91M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$4.78M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$48M |
| 2 |
Morgan Stanley
New York
|
-$12.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.33M |
| 4 |
MA
MUFG Americas
New York
|
-$7.37M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.1M |
USIG Hedge Fund Activity: Q1 2018 in Review
119 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2018, worth a combined $1.1B — down 0.84% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of USIG and 15 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 39 added.
The largest buyer was UBS Group, adding an estimated $73.1M. The largest seller was AssetMark Inc, cutting an estimated $48M.
- 119 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2018, down from 127 in Q4 2017.
- Funds reported $1.1B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2018, down 0.84% quarter-over-quarter.
- 15 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2018 and 20 closed out, a net change of -5 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2018 was UBS Group, an estimated $73.1M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2018 was AssetMark Inc, an estimated $48M sold.
Based on aggregated 13F filings for Q1 2018.