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iShares Broad USD Investment Grade Corporate Bond ETF

403 hedge funds and large institutions have $10B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 177 increasing their positions, 105 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 105

13% more capital invested

Capital invested by funds: $8.83B → $10B (+$1.17B)

2.52% more ownership

Funds ownership: 68.56%71.08% (+2.5%)

5% less funds holding

Funds holding: 423403 (-20)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
403
Holders Change
-20
Holders Change %
-4.73%
% of All Funds
5.31%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
52
Increased
177
Reduced
105
Closed
67
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$415K +$78.9K +1,561 +24%
Corient Private Wealth
227
Corient Private Wealth
Florida
$401K -$111K -2,205 -22%
MWM
228
Mission Wealth Management
California
$398K
CCA
229
Clearwater Capital Advisors
Illinois
$395K +$10.1K +199 +3%
SCA
230
Snowden Capital Advisors
New York
$393K -$72.9K -1,443 -16%
FA
231
Flagstar Advisors
New York
$375K +$31.5K +624 +9%
NCFG
232
New Century Financial Group
New Jersey
$372K +$366K +7,239 New
MCWA
233
Meadow Creek Wealth Advisors
Georgia
$368K
SFC
234
Strategic Financial Concepts
Texas
$360K -$17.9K -355 -5%
AC
235
ASB Consultores
Florida
$352K -$1.52K -30 -0.4%
SWP
236
Sagespring Wealth Partners
Tennessee
$352K -$4.45K -88 -1%
SAG
237
SageView Advisory Group
California
$349K -$11.1K -219 -3%
OAS
238
Optivise Advisory Services
Tennessee
$327K
IIA
239
IPG Investment Advisors
California
$317K
WC
240
Waterloo Capital
Texas
$310K -$3.02M -59,797 -91%
CPIG
241
Chicago Partners Investment Group
Illinois
$305K
PFS
242
Prospera Financial Services
Texas
$305K -$50.9K -1,007 -15%
CWP
243
Cyndeo Wealth Partners
Florida
$303K +$18.4K +364 +7%
MFG
244
Magnus Financial Group
New York
$301K +$76.4K +1,511 +35%
SWP
245
ShoreHaven Wealth Partners
New Jersey
$282K +$7.83K +155 +3%
Focus Partners Wealth
246
Focus Partners Wealth
Massachusetts
$279K -$86.5K -1,711 -24%
BIP
247
Blue Investment Partners
California
$279K +$274K +5,421 New
TCM
248
TD Capital Management
Tennessee
$275K
CWM
249
Congress Wealth Management
Massachusetts
$270K +$265K +5,240 New
SVWG
250
Shared Vision Wealth Group
United States
$259K -$14.9K -294 -5%

USIG Hedge Fund Activity: Q2 2025 in Review

403 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q2 2025, worth a combined $10B — up 13% from $8.83B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of USIG and 52 opened new positions — a net loss of 15 holders — while 105 trimmed existing stakes and 177 added.

The largest buyer was TIAA Trust, National Association, adding an estimated $891M. The largest seller was UBS Group, cutting an estimated $135M.

  • 403 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q2 2025, down from 423 in Q1 2025.
  • Funds reported $10B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 52 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q2 2025 and 67 closed out, a net change of -15 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $891M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q2 2025 was UBS Group, an estimated $135M sold.

Based on aggregated 13F filings for Q2 2025.