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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
PFS
251
Prospera Financial Services
Texas
$354K +$31K +611 +10%
SWP
252
Sagespring Wealth Partners
Tennessee
$354K +$351K +6,925 New
AC
253
ASB Consultores
Florida
$351K -$16.2K -320 -4%
SWP
254
Stratos Wealth Partners
Ohio
$343K -$34.9K -689 -9%
FA
255
Flagstar Advisors
New York
$341K -$65.1K -1,284 -16%
IFG
256
Independent Financial Group
California
$332K -$25.7K -507 -7%
Renaissance Technologies
257
Renaissance Technologies
New York
$332K +$329K +6,500 New
XT
258
XTX Topco
Cayman Islands
$331K +$328K +6,473 New
OAS
259
Optivise Advisory Services
Tennessee
$324K -$4.61K -91 -1%
CAL
260
Capital Analysts LLC
Pennsylvania
$319K +$10.8K +214 +4%
FFA
261
Farther Finance Advisors
California
$318K +$85.9K +1,695 +37%
IIA
262
IPG Investment Advisors
California
$315K
FWM
263
FLP Wealth Management
Arkansas
$301K +$13.8K +272 +5%
CPIG
264
Chicago Partners Investment Group
Illinois
$301K -$3.39K -67 -1%
EWA
265
Exencial Wealth Advisors
Oklahoma
$300K +$26.1K +515 +10%
SS
266
SBI Securities
Japan
$297K +$5.98K +118 +2%
FA
267
FSA Advisors
Michigan
$296K +$62.5K +1,233 +27%
NAM
268
NorthCrest Asset Manangement
Minnesota
$294K -$1.11K -22 -0.4%
AQR Capital Management
269
AQR Capital Management
Connecticut
$294K -$4.96K -98 -2%
TC
270
Truvestments Capital
Florida
$287K +$6.89K +136 +2%
CWP
271
Cyndeo Wealth Partners
Florida
$282K +$64.3K +1,269 +30%
SVWG
272
Shared Vision Wealth Group
United States
$273K -$7.9K -156 -3%
TCM
273
TD Capital Management
Tennessee
$273K
SWP
274
ShoreHaven Wealth Partners
New Jersey
$272K -$23.2K -457 -8%
DWP
275
Destiny Wealth Partners
Florida
$254K

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.