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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
SF
251
Synovus Financial
Georgia
$324K -$5.73K -111 -2%
NAM
252
NorthCrest Asset Manangement
Minnesota
$310K +$304K +5,897 New
CPIG
253
Chicago Partners Investment Group
Illinois
$309K
GRP
254
Global Retirement Partners
California
$306K -$26.7K -517 -8%
AQR Capital Management
255
AQR Capital Management
Connecticut
$303K +$297K +5,756 New
CAL
256
Capital Analysts LLC
Pennsylvania
$297K -$28.6K -554 -9%
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$294K -$25.7K -498 -8%
SFA
258
Sequoia Financial Advisors
Ohio
$283K -$163K -3,157 -37%
EWA
259
Exencial Wealth Advisors
Oklahoma
$272K -$318K -6,160 -54%
TC
260
TownSquare Capital
Utah
$266K -$49.7K -964 -16%
DWP
261
Destiny Wealth Partners
Florida
$262K
NCM
262
Noesis Capital Mangement
Florida
$260K
DZ Bank
263
DZ Bank
Germany
$256K +$251K +4,868 New
ECM
264
Evergreen Capital Management
Washington
$254K
CFIA
265
Cantor Fitzgerald Investment Advisors
New York
$253K +$248K +4,812 New
SFC
266
Strategic Financial Concepts
Texas
$253K -$11.7M -227,120 -98%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$252K +$84.7K +1,642 +52%
BW
268
Bison Wealth
Georgia
$252K +$247K +4,789 New
JIR
269
James Investment Research
Ohio
$250K
EDRIA
270
Edmonds Duncan Registered Investment Advisors
Kansas
$250K +$11.3K +218 +5%
GWM
271
Geneos Wealth Management
Colorado
$249K +$239K +4,631 +4,135%
SCG
272
Sonata Capital Group
Washington
$248K +$244K +4,725 New
Jones Financial Companies
273
Jones Financial Companies
Missouri
$245K +$180K +3,490 +303%
HGWM
274
Horst & Graben Wealth Management
Oregon
$241K +$361 +7 +0.2%
BOSSRA
275
B.O.S.S. Retirement Advisors
Utah
$231K +$227K +4,392 New

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.