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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
P
276
&Partners
Tennessee
$253K -$1.06M -20,989 -81%
NCM
277
Noesis Capital Mangement
Florida
$253K
ECM
278
Evergreen Capital Management
Washington
$247K
JIR
279
James Investment Research
Ohio
$243K
AFG
280
Atomi Financial Group
New York
$243K -$339K -6,684 -58%
SCG
281
Sonata Capital Group
Washington
$241K
UAG
282
United Advisor Group
Ohio
$238K -$57.4K -1,133 -20%
William Blair & Company
283
William Blair & Company
Illinois
$237K -$30.7K -606 -12%
ACIM
284
Azimuth Capital Investment Management
Michigan
$230K +$13.6K +268 +6%
IWM
285
IHT Wealth Management
Illinois
$225K -$174K -3,429 -44%
CCFCSB
286
Cape Cod Five Cents Savings Bank
Massachusetts
$222K
MFG
287
Magnus Financial Group
New York
$222K -$13K -257 -6%
WS
288
Wedbush Securities
California
$221K
SI
289
Stephens Inc
Arkansas
$219K +$1.22K +24 +0.6%
JWM
290
JGP Wealth Management
Oregon
$214K +$212K +4,193 New
ESB
291
Essex Savings Bank
Connecticut
$212K -$8.21K -162 -4%
MWM
292
Maripau Wealth Management
Indiana
$209K -$9.88K -195 -5%
FA
293
Fermata Advisors
California
$209K +$207K +4,084 New
B
294
Bellecapital
Switzerland
$204K
FT
295
Fiduciary Trust
Massachusetts
$202K +$200K +3,949 New
EWM
296
Empirical Wealth Management
Washington
$200K +$198K +3,916 New
LRWM
297
Lord & Richards Wealth Management
Colorado
$193K -$48.6K -960 -20%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$192K -$5.67K -112 -3%
GSWM
299
Golden State Wealth Management
California
$189K +$124K +2,451 +196%
AF
300
Aviso Financial
Ontario, Canada
$184K

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.