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iShares Broad USD Investment Grade Corporate Bond ETF

398 hedge funds and large institutions have $8.22B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

23% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 122

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

10% more capital invested

Capital invested by funds: $7.5B → $8.22B (+$721M)

1% more funds holding

Funds holding: 395398 (+3)

0.14% less ownership

Funds ownership: 67.27%67.13% (-0.14%)

Holders
398
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
5.72%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.36%
New
51
Increased
150
Reduced
122
Closed
46
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Triumph Capital Management
Colorado
$413K +$168K +3,246 +70%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$408K +$115K +2,237 +41%
CCA
228
Clearwater Capital Advisors
Illinois
$408K -$23.7K -460 -6%
JWCA
229
J.W. Cole Advisors
Florida
$407K -$13.3K -258 -3%
ARC
230
Advisor Resource Council
Texas
$401K +$394K +7,627 New
WIA
231
World Investment Advisors
California
$389K +$382K +7,398 New
SWA
232
Stratos Wealth Advisors
Ohio
$383K -$5.73K -111 -2%
MCWA
233
Meadow Creek Wealth Advisors
Georgia
$379K -$2.58K -50 -0.7%
AC
234
ASB Consultores
Florida
$378K
RT
235
Rockland Trust
Massachusetts
$377K
CP
236
Cumberland Partners
Ontario, Canada
$372K +$365K +7,080 New
GWMR
237
GC Wealth Management RIA
Massachusetts
$366K
Lido Advisors
238
Lido Advisors
California
$366K
MC
239
Moors & Cabot
Massachusetts
$361K +$131K +2,533 +58%
SC
240
Scotia Capital
Ontario, Canada
$358K +$31K +601 +10%
FFA
241
Farther Finance Advisors
California
$358K +$159K +3,090 +83%
AG
242
Ascent Group
Virginia
$355K -$118K -2,291 -25%
SAG
243
SageView Advisory Group
California
$350K +$343K +6,656 New
OAS
244
Optivise Advisory Services
Tennessee
$346K -$81.1K -1,572 -19%
PFS
245
Prospera Financial Services
Texas
$345K +$56.5K +1,095 +20%
TC
246
Truvestments Capital
Florida
$341K -$10.8K -209 -3%
Corient Private Wealth
247
Corient Private Wealth
Florida
$336K +$8.93K +173 +3%
TCM
248
TD Capital Management
Tennessee
$327K +$310 +6 +0.1%
CCM
249
Carlson Capital Management
Minnesota
$327K +$321K +6,211 New
IIA
250
IPG Investment Advisors
California
$324K

USIG Hedge Fund Activity: Q3 2024 in Review

398 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2024, worth a combined $8.22B — up 9.6% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new USIG positions and 46 closed out — a net gain of 5 holders — while 150 added to existing stakes and 122 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $141M. The largest seller was BlackRock, cutting an estimated $61M.

  • 398 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $8.22B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 51 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +5 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2024 was Franklin Resources, an estimated $141M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2024 was BlackRock, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2024.