iShares Broad USD Investment Grade Corporate Bond ETF
USIG
163 hedge funds and large institutions have $3.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 13 closing their positions.
200% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 13
85% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 33
16% more funds holding
Funds holding: 140 → 163 (+23)
5% more capital invested
Capital invested by funds: $3.11B → $3.28B (+$163M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.81% less ownership
Funds ownership: 82.24% → 81.43% (-0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$95.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$82.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$75.5M |
| 4 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$34.3M |
| 5 |
BlackRock
New York
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$48.8M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$38.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$13.6M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$13.5M |
| 5 |
Goldman Sachs
New York
|
-$6.73M |
USIG Hedge Fund Activity: Q4 2019 in Review
163 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2019, worth a combined $3.28B — up 5.2% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new USIG positions and 13 closed out — a net gain of 26 holders — while 61 added to existing stakes and 33 trimmed.
The largest buyer was Truist Financial, adding an estimated $95.6M. The largest seller was Ameriprise, cutting an estimated $48.8M.
- 163 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2019, up from 140 in Q3 2019.
- Funds reported $3.28B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2019, up 5.2% quarter-over-quarter.
- 39 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2019 and 13 closed out, a net change of +26 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $95.6M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2019 was Ameriprise, an estimated $48.8M sold.
Based on aggregated 13F filings for Q4 2019.