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iShares Broad USD Investment Grade Corporate Bond ETF

423 hedge funds and large institutions have $8.83B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 170 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 129

1.07% more ownership

Funds ownership: 67.49%68.56% (+1.1%)

3% more capital invested

Capital invested by funds: $8.59B → $8.83B (+$240M)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

3% less funds holding

Funds holding: 438423 (-15)

Holders
423
Holders Change
-15
Holders Change %
-3.42%
% of All Funds
5.67%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
49
Increased
170
Reduced
129
Closed
52
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$481K -$26.6K -526 -5%
KOC
227
Koss-Olinger Consulting
Florida
$476K +$473K +9,327 New
VFG
228
Valley Financial Group
Pennsylvania
$475K +$11.6K +228 +3%
SCA
229
Snowden Capital Advisors
New York
$464K +$29.4K +581 +7%
LAS
230
Lloyd Advisory Services
Georgia
$459K +$8.66K +171 +2%
MCM
231
MAI Capital Management
Ohio
$455K -$2.53K -50 -0.6%
WFAG
232
Wescott Financial Advisory Group
Pennsylvania
$450K +$6.08K +120 +1%
PAG
233
Private Advisor Group
New Jersey
$443K -$198K -3,911 -31%
Lido Advisors
234
Lido Advisors
California
$436K +$54.7K +1,079 +14%
VAS
235
Vestmark Advisory Solutions
Massachusetts
$429K +$426K +8,408 New
HF
236
HRT Financial
New York
$405K +$402K +7,932 New
IC
237
IEQ Capital
California
$397K +$394K +7,780 New
MWM
238
Mission Wealth Management
California
$396K +$392K +7,745 New
CCA
239
Clearwater Capital Advisors
Illinois
$382K -$17.2K -340 -4%
PWM
240
Perigon Wealth Management
California
$378K -$56.6K -1,118 -13%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$377K +$100K +1,975 +36%
SFC
242
Strategic Financial Concepts
Texas
$376K +$20.9K +412 +6%
ACP
243
Aveo Capital Partners
Colorado
$373K -$4.43M -87,471 -92%
RT
244
Rockland Trust
Massachusetts
$367K -$26.8K -528 -7%
CIAS
245
Capital Investment Advisory Services
North Carolina
$367K +$317K +6,252 +675%
MCWA
246
Meadow Creek Wealth Advisors
Georgia
$366K -$2.13K -42 -0.6%
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$365K +$89.7K +1,770 +33%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$361K +$289K +5,710 +419%
SAG
249
SageView Advisory Group
California
$359K +$27.9K +550 +8%
HighTower Advisors
250
HighTower Advisors
Illinois
$356K -$254K -5,016 -42%

USIG Hedge Fund Activity: Q1 2025 in Review

423 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2025, worth a combined $8.83B — up 2.8% from $8.59B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of USIG and 49 opened new positions — a net loss of 3 holders — while 129 trimmed existing stakes and 170 added.

The largest buyer was Bank of America, adding an estimated $469M. The largest seller was Japan Science & Technology Agency, cutting an estimated $135M.

  • 423 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2025, down from 438 in Q4 2024.
  • Funds reported $8.83B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2025, up 2.8% quarter-over-quarter.
  • 49 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2025 and 52 closed out, a net change of -3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bank of America, an estimated $469M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2025 was Japan Science & Technology Agency, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2025.