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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

397 hedge funds and large institutions have $9.99B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 105 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-20
Holders Change %
-4.8%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
53
Increased
173
Reduced
105
Closed
65
Calls
$406K
Puts
–
Net Calls
+$406K
Net Calls Change
-$3K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$904M
2
Ameriprise
Ameriprise
Minnesota
+$88.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
4
Truist Financial
Truist Financial
North Carolina
+$72.3M
5
BlackRock
BlackRock
New York
+$69.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$137M
2
MG
Mather Group
Illinois
-$69.7M
3
JSTA
Japan Science & Technology Agency
Japan
-$40M
4
AWM
AE Wealth Management
Kansas
-$37.7M
5
Morgan Stanley
Morgan Stanley
New York
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
251
Noesis Capital Mangement
Florida
$255K – – –
VW
252
Vance Wealth
California
$253K +$253K +4,922 New
TC
253
Truvestments Capital
Florida
$253K -$35.4K -688 -12%
ECM
254
Evergreen Capital Management
Washington
$248K – – –
PTC
255
Private Trust Company
Ohio
$248K +$138K +2,690 +126%
ACIM
256
Azimuth Capital Investment Management
Michigan
$248K +$15.9K +310 +7%
FA
257
FDx Advisors
Illinois
$245K +$245K +4,764 New
DE
258
Diversified Enterprises
Delaware
$244K +$244K +4,740 New
SCG
259
Sonata Capital Group
Washington
$243K – – –
JIR
260
James Investment Research
Ohio
$241K -$3.34K -65 -1%
GS
261
GTS Securities
New York
$240K +$240K +4,674 New
IWM
262
IHT Wealth Management
Illinois
$234K +$7.3K +142 +3%
SA
263
Stewardship Advisors
Pennsylvania
$230K +$230K +4,473 New
CAM
264
Creekmur Asset Management
Illinois
$227K +$144K +2,794 +172%
SEP
265
Southland Equity Partners
Missouri
$226K +$226K +4,388 New
SI
266
Stephens Inc
Arkansas
$223K +$1.9K +37 +0.9%
GAA
267
Global Assets Advisory
Florida
$219K -$437K -8,524 -67%
FPCP
268
Fort Point Capital Partners
California
$214K +$214K +4,167 New
William Blair & Company
269
William Blair & Company
Illinois
$210K -$28.2K -548 -12%
ESB
270
Essex Savings Bank
Connecticut
$209K -$5.35K -104 -3%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$206K +$8.03K +156 +4%
B
272
Bellecapital
Switzerland
$206K – – –
FT
273
Fiduciary Trust
Massachusetts
$203K – – –
PIA
274
Pinion Investment Advisors
Kansas
$201K +$201K +3,912 New
OP
275
ORG Partners
Indiana
$197K +$197K +3,827 New
9 10
11
12 13