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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
OLVIG
301
Oliver Lagore Vanvalin Investment Group
Michigan
$118K -$41.8K -810 -27%
CAS
302
Coppell Advisory Solutions
Texas
$117K -$10.7K -208 -9%
PP
303
Pacifica Partners
Canada
$94.6K -$206 -4 -0.2%
AIC
304
Archer Investment Corporation
Indiana
$91.5K
FDCP
305
Foster Dykema Cabot & Partners
Massachusetts
$91K +$7.74K +150 +9%
CT
306
Colonial Trust
South Carolina
$86.2K
WSFS
307
Wilmington Savings Fund Society
Delaware
$85.4K +$83.9K +1,625 New
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$83.7K -$238K -4,621 -74%
CWC
309
Carolinas Wealth Consulting
North Carolina
$77.6K +$877 +17 +1%
SIS
310
Sound Income Strategies
Florida
$76.5K
CT
311
Caldwell Trust
Florida
$74.1K +$59.5K +1,153 +450%
PA
312
Parallel Advisors
California
$72.9K -$5.11K -99 -7%
CFD
313
Creative Financial Designs
Indiana
$72.3K -$568 -11 -0.8%
EDRH
314
Edmond de Rothschild Holding
Switzerland
$70.5K
RFS
315
Richardson Financial Services
Massachusetts
$69.2K
BTI
316
Blue Trust Inc
Georgia
$68.5K +$19.8K +384 +39%
SS
317
Sunbelt Securities
Texas
$67.7K +$42.7K +827 +179%
AWM
318
Avior Wealth Management
Nebraska
$58.5K -$6.61K -128 -10%
FNWA
319
Financial Network Wealth Advisors
Utah
$47.6K -$134K -2,604 -74%
IBOK
320
Independence Bank of Kentucky
Kentucky
$39.5K +$3.56K +69 +10%
NS
321
NBC Securities
Alabama
$37K
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$36K
ICM
323
Islay Capital Management
Texas
$35.4K
SIC
324
Salem Investment Counselors
North Carolina
$32.8K -$1.75K -34 -5%
BIA
325
Bell Investment Advisors
California
$31.1K

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.