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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
SA
251
Sovran Advisors
California
$259K -$750K -14,837 -74%
DWP
252
Destiny Wealth Partners
Florida
$256K
RT
253
Rockland Trust
Massachusetts
$255K -$112K -2,225 -31%
NCM
254
Noesis Capital Mangement
Florida
$255K
VW
255
Vance Wealth
California
$253K +$249K +4,922 New
TC
256
Truvestments Capital
Florida
$253K -$34.8K -688 -12%
ECM
257
Evergreen Capital Management
Washington
$248K
PTC
258
Private Trust Company
Ohio
$248K +$136K +2,690 +126%
ACIM
259
Azimuth Capital Investment Management
Michigan
$248K +$15.7K +310 +7%
FA
260
FDx Advisors
Illinois
$245K +$241K +4,764 New
DE
261
Diversified Enterprises
Delaware
$244K +$240K +4,740 New
SCG
262
Sonata Capital Group
Washington
$243K
JIR
263
James Investment Research
Ohio
$241K -$3.29K -65 -1%
GS
264
GTS Securities
New York
$240K +$236K +4,674 New
IWM
265
IHT Wealth Management
Illinois
$234K +$7.18K +142 +3%
SA
266
Stewardship Advisors
Pennsylvania
$230K +$226K +4,473 New
CAM
267
Creekmur Asset Management
Illinois
$227K +$141K +2,794 +172%
SEP
268
Southland Equity Partners
Missouri
$226K +$222K +4,388 New
SI
269
Stephens Inc
Arkansas
$223K +$1.87K +37 +0.9%
CCFCSB
270
Cape Cod Five Cents Savings Bank
Massachusetts
$222K
GAA
271
Global Assets Advisory
Florida
$219K -$431K -8,524 -67%
FPCP
272
Fort Point Capital Partners
California
$214K +$211K +4,167 New
William Blair & Company
273
William Blair & Company
Illinois
$210K -$27.7K -548 -12%
ESB
274
Essex Savings Bank
Connecticut
$209K -$5.26K -104 -3%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$206K +$7.88K +156 +4%

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.