We are live on ! Find out more
USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

288 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.68B → $4.67B (-$16.7M)

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

1% less funds holding

Funds holding: 292288 (-4)

2.02% less ownership

Funds ownership: 69.38%67.36% (-2%)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.48B +$169M +2,968,677 +12%
Truist Financial
2
Truist Financial
North Carolina
$343M +$66.1M +1,164,235 +23%
UBS Group
3
UBS Group
Switzerland
$289M +$3.7M +65,129 +1%
BlackRock
4
BlackRock
New York
$229M -$33.2M -585,600 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$218M +$38M +670,195 +20%
AssetMark Inc
6
AssetMark Inc
California
$188M +$98.6M +1,736,200 +104%
Stifel Financial
7
Stifel Financial
Missouri
$173M +$7.95M +140,044 +5%
Morgan Stanley
8
Morgan Stanley
New York
$164M -$12.6M -222,281 -7%
AF
9
Allworth Financial
California
$114M +$98.5M +1,734,431 +522%
AWM
10
AE Wealth Management
Kansas
$112M -$3.99M -70,333 -3%
Ameriprise
11
Ameriprise
Minnesota
$111M -$16.4M -288,260 -13%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$90.9M +$94.4M +1,663,365 +14,266%
VA
13
Valmark Advisers
Ohio
$78.6M +$81M +1,427,426 New
Asset Management One
14
Asset Management One
Japan
$74.3M -$1.23M -21,659 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$72.7M +$5.01M +88,167 +7%
MYLI
16
Meiji Yasuda Life Insurance
Japan
$59M +$60.9M +1,072,400 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$39.9M +$1.48M +25,999 +4%
MIM
18
MetLife Investment Management
New Jersey
$39.6M
Goldman Sachs
19
Goldman Sachs
New York
$38M +$33.5M +589,836 +585%
BCM
20
Brookstone Capital Management
Illinois
$36.3M -$1.79M -31,445 -4%
LPL Financial
21
LPL Financial
California
$35.4M +$5.73M +100,914 +19%
SFPM
22
Sensible Financial Planning & Management
Massachusetts
$28.8M +$29.7M +522,754 New
MNG
23
Manning & Napier Group
New York
$27.1M
RJA
24
Raymond James & Associates
Florida
$26.9M -$4.48M -78,836 -14%
AWE
25
Avidian Wealth Enterprises
Texas
$26.6M -$1.41M -24,880 -5%

USIG Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2022, worth a combined $4.67B — down 0.36% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USIG positions and 47 closed out — a net gain of 1 holder — while 89 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Temasek Holdings, exiting entirely with an estimated $286M sold.

  • 288 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2022, down from 292 in Q4 2021.
  • Funds reported $4.67B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 0.36% quarter-over-quarter.
  • 48 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 47 closed out, a net change of +1 holder.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Bank of America, an estimated $169M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Temasek Holdings, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2022.