iShares Broad USD Investment Grade Corporate Bond ETF
USIG
382 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 121 increasing their positions, 114 reducing their positions, and 42 closing their positions.
11,474% more call options, than puts
Call options by funds: $3.59M | Put options by funds: $31K
112% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 42
67% more funds holding in top 10
Funds holding in top 10: 15 → 25 (+10)
13% more funds holding
Funds holding: 338 → 382 (+44)
12% more capital invested
Capital invested by funds: $6.38B → $7.15B (+$768M)
1.65% more ownership
Funds ownership: 68.61% → 70.25% (+1.6%)
6% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$248M |
| 2 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$81.7M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$57.2M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$36.2M |
| 5 |
Morgan Stanley
New York
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$228M |
| 2 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
-$33.9M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$31.5M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$15.9M |
| 5 |
BlackRock
New York
|
-$14.6M |
USIG Hedge Fund Activity: Q4 2023 in Review
382 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2023, worth a combined $7.15B — up 12% from $6.38B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new USIG positions and 42 closed out — a net gain of 47 holders — while 121 added to existing stakes and 114 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $248M. The largest seller was Bank of America, cutting an estimated $228M.
- 382 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2023, up from 338 in Q3 2023.
- Funds reported $7.15B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 89 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2023 and 42 closed out, a net change of +47 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2023 was Bank of New York Mellon, an estimated $248M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2023 was Bank of America, an estimated $228M sold.
Based on aggregated 13F filings for Q4 2023.