iShares Broad USD Investment Grade Corporate Bond ETF
USIG
338 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 84 reducing their positions, and 38 closing their positions.
197% more call options, than puts
Call options by funds: $356K | Put options by funds: $120K
69% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 84
34% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 38
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
3% more funds holding
Funds holding: 329 → 338 (+9)
1.42% more ownership
Funds ownership: 67.19% → 68.61% (+1.4%)
4% more capital invested
Capital invested by funds: $6.15B → $6.38B (+$234M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$181M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$84.6M |
| 3 |
AssetMark Inc
Concord,
California
|
+$47.5M |
| 4 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$30.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$61.8M |
| 2 |
JFG
Jefferies Financial Group
New York
|
-$18.6M |
| 3 |
Barclays
London,
United Kingdom
|
-$18M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$14.9M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
-$11.7M |
USIG Hedge Fund Activity: Q3 2023 in Review
338 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2023, worth a combined $6.38B — up 3.8% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new USIG positions and 38 closed out — a net gain of 13 holders — while 142 added to existing stakes and 84 trimmed.
The largest buyer was Bank of America, adding an estimated $181M. The largest seller was 1832 Asset Management, cutting an estimated $61.8M.
- 338 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2023, up from 329 in Q2 2023.
- Funds reported $6.38B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2023, up 3.8% quarter-over-quarter.
- 51 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2023 and 38 closed out, a net change of +13 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2023 was Bank of America, an estimated $181M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2023 was 1832 Asset Management, an estimated $61.8M sold.
Based on aggregated 13F filings for Q3 2023.