iShares Broad USD Investment Grade Corporate Bond ETF
USIG
242 hedge funds and large institutions have $3.89B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 42 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 78
2.66% more ownership
Funds ownership: 67.1% → 69.76% (+2.7%)
3% less capital invested
Capital invested by funds: $4.03B → $3.89B (-$135M)
3% less funds holding
Funds holding: 250 → 242 (-8)
12% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 42
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$125M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$56.3M |
| 3 |
Jane Street
New York
|
+$25.5M |
| 4 |
BlackRock
New York
|
+$24.5M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$111M |
| 2 |
AssetMark Inc
Concord,
California
|
-$78.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$42.3M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$23.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$22.3M |
USIG Hedge Fund Activity: Q1 2021 in Review
242 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2021, worth a combined $3.89B — down 3.3% from $4.03B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of USIG and 37 opened new positions — a net loss of 5 holders — while 78 trimmed existing stakes and 89 added.
The largest buyer was Bank of America, adding an estimated $125M. The largest seller was Simplicity Solutions, cutting an estimated $111M.
- 242 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2021, down from 250 in Q4 2020.
- Funds reported $3.89B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2021, down 3.3% quarter-over-quarter.
- 37 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2021 and 42 closed out, a net change of -5 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $125M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2021 was Simplicity Solutions, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2021.