iShares Broad USD Investment Grade Corporate Bond ETF
USIG
287 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 40 closing their positions.
63% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 40
12% more capital invested
Capital invested by funds: $4.67B → $5.21B (+$546M)
7% more funds holding
Funds holding: 267 → 287 (+20)
8% less call options, than puts
Call options by funds: $1.27M | Put options by funds: $1.39M
1.91% less ownership
Funds ownership: 70.85% → 68.94% (-1.9%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
24% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$475M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$63.4M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$54.7M |
| 4 |
Jane Street
New York
|
+$18.4M |
| 5 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$230M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$29.3M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$18.2M |
| 4 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$14.9M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.89M |
USIG Hedge Fund Activity: Q4 2022 in Review
287 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2022, worth a combined $5.21B — up 12% from $4.67B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new USIG positions and 40 closed out — a net gain of 25 holders — while 79 added to existing stakes and 104 trimmed.
The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $475M. The largest seller was Bank of America, cutting an estimated $230M.
- 287 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2022, up from 267 in Q3 2022.
- Funds reported $5.21B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 65 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2022 and 40 closed out, a net change of +25 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2022 was Personal Capital Advisors, an estimated $475M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2022 was Bank of America, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2022.