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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

420 hedge funds and large institutions have $10.9B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 164 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

31% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 125

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$874M)

4% more funds holding

Funds holding: 403 → 420 (+17)

0.54% more ownership

Funds ownership: 71.08% → 71.62% (+0.54%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
5.51%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
64
Increased
164
Reduced
125
Closed
38
Calls
$663K
Puts
–
Net Calls
+$663K
Net Calls Change
+$257K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
AssetMark Inc
AssetMark Inc
California
+$116M
3
Ameriprise
Ameriprise
Minnesota
+$79M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$72.9M
5
Wells Fargo
Wells Fargo
California
+$57.6M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$85.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.9M
3
KIM
Kestra Investment Management
Texas
-$32.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.62M
5
Franklin Resources
Franklin Resources
California
-$9.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
226
Koss-Olinger Consulting
Florida
$481K – – –
WFAG
227
Wescott Financial Advisory Group
Pennsylvania
$478K +$15.7K +304 +3%
MCM
228
MAI Capital Management
Ohio
$478K -$5.62K -109 -1%
WIA
229
World Investment Advisors
California
$460K -$2.89K -56 -0.6%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$430K -$37.9K -734 -8%
MC
231
Moors & Cabot
Massachusetts
$419K +$414K +8,030 New
JWM
232
JGP Wealth Management
Oregon
$414K +$409K +7,931 New
Focus Partners Wealth
233
Focus Partners Wealth
Massachusetts
$411K +$126K +2,435 +45%
CCA
234
Clearwater Capital Advisors
Illinois
$400K -$671 -13 -0.2%
FA
235
Flagstar Advisors
New York
$397K +$15.5K +300 +4%
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$395K +$390K +7,558 New
SAW
237
Signal Advisors Wealth
Michigan
$387K -$77.1K -1,495 -17%
MCWA
238
Meadow Creek Wealth Advisors
Georgia
$376K – – –
AWM
239
Accurate Wealth Management
Florida
$371K +$365K +7,079 New
PTC
240
Private Trust Company
Ohio
$369K +$116K +2,243 +47%
SAG
241
SageView Advisory Group
California
$360K +$4.28K +83 +1%
SWP
242
Sagespring Wealth Partners
Tennessee
$355K -$1.96K -38 -0.6%
LWM
243
Lyell Wealth Management
California
$350K -$74.3K -1,440 -18%
XT
244
XTX Topco
Cayman Islands
$348K +$344K +6,673 New
SIM
245
Synergy Investment Management
Florida
$348K -$162K -3,139 -32%
SCA
246
Snowden Capital Advisors
New York
$347K -$51.7K -1,003 -13%
MWM
247
Mission Wealth Management
California
$347K -$56.9K -1,103 -14%
AFP
248
Ausdal Financial Partners
Iowa
$345K +$341K +6,607 New
OCM
249
One Capital Management
California
$344K +$340K +6,590 New
IFG
250
Independent Financial Group
California
$344K -$76.5K -1,483 -18%
8 9
10
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USIG Hedge Fund Activity: Q3 2025 in Review

420 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2025, worth a combined $10.9B — up 8.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new USIG positions and 38 closed out — a net gain of 26 holders — while 164 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was Japan Science & Technology Agency, cutting an estimated $85.1M.

  • 420 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2025, up from 403 in Q2 2025.
  • Funds reported $10.9B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2025, up 8.7% quarter-over-quarter.
  • 64 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2025 and 38 closed out, a net change of +26 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2025 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2025 was Japan Science & Technology Agency, an estimated $85.1M sold.

Based on aggregated 13F filings for Q3 2025.