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iShares Broad USD Investment Grade Corporate Bond ETF

292 hedge funds and large institutions have $4.68B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 75

12% more funds holding

Funds holding: 260292 (+32)

1% more capital invested

Capital invested by funds: $4.65B → $4.68B (+$37.6M)

1.2% less ownership

Funds ownership: 70.58%69.38% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
56
Increased
106
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.43B +$61.6M +1,026,458 +4%
UBS Group
2
UBS Group
Switzerland
$310M +$8.41M +140,262 +3%
Truist Financial
3
Truist Financial
North Carolina
$303M +$5.84M +97,324 +2%
Temasek Holdings
4
Temasek Holdings
Singapore
$286M +$46.4M +773,115 +19%
BlackRock
5
BlackRock
New York
$284M +$12.8M +213,456 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$196M +$6.2M +103,342 +3%
Morgan Stanley
7
Morgan Stanley
New York
$192M +$2.62M +43,708 +1%
Stifel Financial
8
Stifel Financial
Missouri
$180M +$5.38M +89,765 +3%
Ameriprise
9
Ameriprise
Minnesota
$138M -$93.4K -1,558 -0.1%
AWM
10
AE Wealth Management
Kansas
$126M +$818K +13,636 +0.7%
AssetMark Inc
11
AssetMark Inc
California
$99.9M -$83.3M -1,389,235 -45%
Asset Management One
12
Asset Management One
Japan
$82M -$502K -8,372 -0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$73.6M +$7.22M +120,421 +11%
MIM
14
MetLife Investment Management
New Jersey
$43M
BCM
15
Brookstone Capital Management
Illinois
$41.8M +$3.74M +62,298 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$41.8M +$924K +15,412 +2%
MNG
17
Manning & Napier Group
New York
$35.8M
RJA
18
Raymond James & Associates
Florida
$33.9M +$527K +8,780 +2%
MFM
19
MD Financial Management
Ontario, Canada
$33.5M -$325K -5,414 -1%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$32.5M +$10M +166,672 +44%
LPL Financial
21
LPL Financial
California
$32.3M -$1.16M -19,404 -3%
AWE
22
Avidian Wealth Enterprises
Texas
$30.3M +$244K +4,062 +0.8%
COF
23
Capital One Financial
Virginia
$29.6M -$1.18M -19,719 -4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$28.2M +$2.08M +34,728 +8%
Verition Fund Management
25
Verition Fund Management
Connecticut
$27.6M +$27.7M +462,081 New

USIG Hedge Fund Activity: Q4 2021 in Review

292 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2021, worth a combined $4.68B — up 0.81% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new USIG positions and 23 closed out — a net gain of 33 holders — while 106 added to existing stakes and 75 trimmed.

The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was AssetMark Inc, cutting an estimated $83.3M.

  • 292 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $4.68B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.81% quarter-over-quarter.
  • 56 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2021 and 23 closed out, a net change of +33 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $61.6M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2021 was AssetMark Inc, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2021.