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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
B
276
Bellecapital
Switzerland
$206K
FT
277
Fiduciary Trust
Massachusetts
$203K
PIA
278
Pinion Investment Advisors
Kansas
$201K +$198K +3,912 New
OP
279
ORG Partners
Indiana
$197K +$193K +3,827 New
CA
280
Clearstead Advisors
Ohio
$165K
NSIM
281
North Star Investment Management
Illinois
$165K +$1.82K +36 +1%
HI
282
Harbour Investments
Wisconsin
$154K +$3.13K +62 +2%
WWM
283
Wolff Wiese Magana
California
$144K
HCA
284
Harbor Capital Advisors
Illinois
$139K +$126K +2,491 +1,153%
FFA
285
Farther Finance Advisors
California
$137K -$180K -3,563 -57%
RFG
286
REAP Financial Group
Texas
$134K -$11.8K -234 -8%
IBOK
287
Independence Bank of Kentucky
Kentucky
$125K
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$119K -$6.04M -119,517 -98%
RFS
289
Richardson Financial Services
Massachusetts
$116K +$16.5K +327 +17%
TCPW
290
Twin City Private Wealth
North Carolina
$111K +$109K +2,160 New
WA
291
WPG Advisers
Maryland
$109K -$17.2K -340 -14%
LFASL
292
Lugano Financial Advisors SA (LFA)
Switzerland
$108K +$107K +2,117 New
PA
293
Parallel Advisors
California
$108K +$6.12K +121 +6%
TH
294
TCTC Holdings
Texas
$106K +$104K +2,055 New
CT
295
Colonial Trust
South Carolina
$101K +$17.1K +339 +21%
WSFS
296
Wilmington Savings Fund Society
Delaware
$97.8K
CFD
297
Creative Financial Designs
Indiana
$95K
GM
298
GeoWealth Management
Illinois
$90.4K +$67K +1,326 +308%
PP
299
Pacifica Partners
Canada
$87.6K -$4.55K -90 -5%
AIC
300
Archer Investment Corporation
Indiana
$84.4K

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.