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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
ACIM
276
Azimuth Capital Investment Management
Michigan
$228K -$5.93K -115 -3%
AL
277
ADE LLC
Maryland
$225K -$119K -2,301 -35%
ESB
278
Essex Savings Bank
Connecticut
$224K -$1.91K -37 -0.9%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$223K +$12.1K +235 +6%
CCFCSB
280
Cape Cod Five Cents Savings Bank
Massachusetts
$222K -$74.8K -1,450 -26%
SI
281
Stephens Inc
Arkansas
$222K -$671 -13 -0.3%
TWM
282
TSA Wealth Management
Texas
$221K +$258 +5 +0.1%
RFG
283
REAP Financial Group
Texas
$218K -$106K -2,046 -33%
KW
284
KWB Wealth
California
$211K +$217K +4,206 New
B
285
Bellecapital
Switzerland
$210K
CWP
286
Cyndeo Wealth Partners
Florida
$210K -$7.95K -154 -4%
FT
287
Fiduciary Trust
Massachusetts
$208K +$204K +3,949 New
CFA
288
Cahill Financial Advisors
Minnesota
$206K -$590K -11,432 -74%
FA
289
FSA Advisors
Michigan
$204K -$5.26K -102 -2%
PCS
290
Private Client Services
Kentucky
$201K +$198K +3,827 New
AF
291
Aviso Financial
Ontario, Canada
$190K
William Blair & Company
292
William Blair & Company
Illinois
$178K +$29K +561 +20%
CA
293
Clearstead Advisors
Ohio
$177K -$151K -2,917 -46%
FCA
294
FinTrust Capital Advisors
South Carolina
$165K
WWM
295
Wolff Wiese Magana
California
$163K +$155K +3,000 +3,000%
NSIM
296
North Star Investment Management
Illinois
$163K +$1.75K +34 +1%
HI
297
Harbour Investments
Wisconsin
$151K +$12.7K +247 +9%
NP
298
NorthRock Partners
Minnesota
$133K +$117K +2,275 +917%
EAM
299
Empirical Asset Management
Massachusetts
$132K +$19.3K +373 +0.8%
PA
300
Pineridge Advisors
Missouri
$130K +$22.3K +433 +21%

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.