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iShares Broad USD Investment Grade Corporate Bond ETF

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$650M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 166189 (+23)

4.67% less ownership

Funds ownership: 82.07%77.4% (-4.7%)

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.25B +$88M +1,504,126 +8%
Bank of America
2
Bank of America
North Carolina
$846M +$110M +1,872,555 +15%
Ameriprise
3
Ameriprise
Minnesota
$159M +$41.3M +704,946 +39%
BlackRock
4
BlackRock
New York
$152M +$49.4M +843,750 +50%
Morgan Stanley
5
Morgan Stanley
New York
$116M +$40.8M +697,556 +57%
Truist Financial
6
Truist Financial
North Carolina
$106M -$4.33M -73,967 -4%
AWM
7
AE Wealth Management
Kansas
$91.4M +$22.9M +391,774 +35%
SS
8
Simplicity Solutions
Minnesota
$89.8M +$23.5M +401,911 +37%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$85.8M +$10.4M +177,306 +14%
RJA
10
Raymond James & Associates
Florida
$65.1M +$24.2M +413,957 +62%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$51.2M +$14.8M +252,670 +42%
MIM
12
MetLife Investment Management
New Jersey
$43.4M
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$40.5M +$24.8M +424,231 +171%
PAG
14
Pinnacle Advisory Group
Maryland
$40.5M +$39.2M +670,455 New
MFM
15
MD Financial Management
Ontario, Canada
$39.6M +$4.98M +85,098 +15%
Jane Street
16
Jane Street
New York
$36.8M -$118M -2,015,991 -77%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$32.2M +$2.31M +39,544 +8%
GWM
18
Geneos Wealth Management
Colorado
$31.4M +$1.43M +24,414 +5%
Asset Management One
19
Asset Management One
Japan
$26.8M +$11.1M +189,340 +75%
FI
20
Fosun International
China
$25.7M +$3.59M +61,404 +17%
LPL Financial
21
LPL Financial
California
$22.6M +$5.45M +93,127 +33%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$19.6M
B
23
Barings
North Carolina
$19M
HSBC Holdings
24
HSBC Holdings
United Kingdom
$18.9M +$18.3M +312,871 New
FIG
25
FundX Investment Group
California
$16.4M +$15.9M +272,180 New

USIG Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2020, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new USIG positions and 21 closed out — a net gain of 24 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $118M.

  • 189 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $3.71B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 45 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 21 closed out, a net change of +24 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $110M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2020.