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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
DRP
301
Decker Retirement Planning
Utah
$169K +$1.98K +39 +1%
CA
302
Clearstead Advisors
Ohio
$164K -$1.52K -30 -0.9%
NSIM
303
North Star Investment Management
Illinois
$162K +$1.22K +24 +0.8%
HI
304
Harbour Investments
Wisconsin
$150K +$14.8K +292 +11%
RFG
305
REAP Financial Group
Texas
$145K -$49.3K -973 -25%
WWM
306
Wolff Wiese Magana
California
$143K -$15.2K -300 -10%
WA
307
WPG Advisers
Maryland
$125K -$12.4K -245 -9%
IBOK
308
Independence Bank of Kentucky
Kentucky
$124K
NP
309
NorthRock Partners
Minnesota
$117K -$14.9K -294 -11%
PA
310
Pineridge Advisors
Missouri
$114K -$1.82K -36 -2%
PTC
311
Private Trust Company
Ohio
$109K -$126K -2,489 -54%
PA
312
Parallel Advisors
California
$101K +$31.8K +628 +47%
RFS
313
Richardson Financial Services
Massachusetts
$98.8K +$7.95K +157 +9%
WSFS
314
Wilmington Savings Fund Society
Delaware
$97.1K +$96.3K +1,901 New
HT
315
Headlands Technologies
Illinois
$95.8K +$78.8K +1,556 +486%
CFD
316
Creative Financial Designs
Indiana
$94.4K
PP
317
Pacifica Partners
Canada
$92K
AIC
318
Archer Investment Corporation
Indiana
$83.8K -$5.07K -100 -6%
CT
319
Colonial Trust
South Carolina
$83.5K
CAM
320
Creekmur Asset Management
Illinois
$82.8K +$82.1K +1,620 New
CWC
321
Carolinas Wealth Consulting
North Carolina
$77.1K +$557 +11 +0.7%
SIS
322
Sound Income Strategies
Florida
$74.3K
EDRH
323
Edmond de Rothschild Holding
Switzerland
$63.3K -$5.07K -100 -7%
HNB
324
Huntington National Bank
Ohio
$55.9K
BTI
325
Blue Trust Inc
Georgia
$55.6K +$3.29K +65 +6%

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.