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iShares Broad USD Investment Grade Corporate Bond ETF

274 hedge funds and large institutions have $4.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.35% less ownership

Funds ownership: 67.36%67.01% (-0.35%)

5% less capital invested

Capital invested by funds: $4.67B → $4.46B (-$212M)

5% less funds holding

Funds holding: 288274 (-14)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 120

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
120
Closed
39
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
$1.53B +$159M +3,043,965 +11%
Truist Financial
2
Truist Financial
North Carolina
$349M +$32.2M +618,067 +10%
UBS Group
3
UBS Group
Switzerland
$257M -$11.3M -216,114 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$208M +$6.37M +122,251 +3%
BlackRock
5
BlackRock
New York
$198M -$14.8M -285,056 -7%
Stifel Financial
6
Stifel Financial
Missouri
$158M -$3.13M -60,086 -2%
Morgan Stanley
7
Morgan Stanley
New York
$152M -$227K -4,356 -0.1%
AFIMH
8
American Family Insurance Mutual Holding
Wisconsin
$127M +$130M +2,500,000 New
Ameriprise
9
Ameriprise
Minnesota
$112M +$8.06M +154,732 +8%
AF
10
Allworth Financial
California
$111M +$5.58M +107,195 +5%
AssetMark Inc
11
AssetMark Inc
California
$104M -$71.3M -1,368,259 -40%
Asset Management One
12
Asset Management One
Japan
$99.9M +$31.7M +608,951 +45%
AWM
13
AE Wealth Management
Kansas
$88M -$16.2M -310,170 -15%
VA
14
Valmark Advisers
Ohio
$80.1M +$7.53M +144,674 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$65.2M -$2.18M -41,912 -3%
SFPM
16
Sensible Financial Planning & Management
Massachusetts
$59.9M +$34M +653,039 +125%
MYLI
17
Meiji Yasuda Life Insurance
Japan
$54.7M
MIM
18
MetLife Investment Management
New Jersey
$36.7M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$31M -$6.1M -117,129 -16%
LPL Financial
20
LPL Financial
California
$30.5M -$2.33M -44,663 -7%
Goldman Sachs
21
Goldman Sachs
New York
$28.5M -$6.89M -132,260 -19%
BCM
22
Brookstone Capital Management
Illinois
$25.7M -$9.14M -175,561 -26%
RJA
23
Raymond James & Associates
Florida
$24.7M -$150K -2,885 -0.6%
AWE
24
Avidian Wealth Enterprises
Texas
$24.1M -$485K -9,307 -2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$23.9M -$516K -9,916 -2%

USIG Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2022, worth a combined $4.46B — down 4.5% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USIG and 35 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 65 added.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was 1832 Asset Management, cutting an estimated $86.6M.

  • 274 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $4.46B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 35 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2022 and 39 closed out, a net change of -4 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2022 was Bank of America, an estimated $159M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2022 was 1832 Asset Management, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2022.