iShares Broad USD Investment Grade Corporate Bond ETF
USIG
113 hedge funds and large institutions have $3B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 13 closing their positions.
170% more capital invested
Capital invested by funds: $1.11B → $3B (+$1.89B)
7.9% more ownership
Funds ownership: 73.57% → 81.48% (+7.9%)
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
3% less funds holding
Funds holding: 116 → 113 (-3)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$632M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$23.4M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$11.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.72M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$22M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$17.9M |
| 3 |
MFW
Mosaic Family Wealth
St. Louis,
Missouri
|
-$1.55M |
| 4 |
Renaissance Technologies
New York
|
-$1.47M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$925K |
USIG Hedge Fund Activity: Q3 2018 in Review
113 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2018, worth a combined $3B — up 170% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of USIG and 11 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 38 added.
The largest buyer was Bank of America, adding an estimated $632M. The largest seller was BlackRock, cutting an estimated $22M.
- 113 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2018, down from 116 in Q2 2018.
- Funds reported $3B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2018, up 170% quarter-over-quarter.
- 11 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2018 and 13 closed out, a net change of -2 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2018 was Bank of America, an estimated $632M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2018 was BlackRock, an estimated $22M sold.
Based on aggregated 13F filings for Q3 2018.