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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
OLVIG
301
Oliver Lagore Vanvalin Investment Group
Michigan
$77.2K +$76.3K +1,510 New
SIS
302
Sound Income Strategies
Florida
$76.5K +$1.72K +34 +2%
BTI
303
Blue Trust Inc
Georgia
$75.2K +$18.9K +374 +34%
FHA
304
First Horizon Advisors
Tennessee
$71.6K +$42.1K +834 +149%
CAL
305
Capital Analysts LLC
Pennsylvania
$69K -$248K -4,901 -78%
ADL
306
Asset Dedication LLC
California
$65.3K +$50.2K +993 +358%
GSWM
307
Golden State Wealth Management
California
$65.2K -$123K -2,433 -66%
T
308
Transce3nd
Texas
$64.2K -$573K -11,338 -90%
EDRH
309
Edmond de Rothschild Holding
Switzerland
$63.8K
AF
310
Advisornet Financial
Minnesota
$60.3K +$13.9K +275 +31%
CTC
311
Central Trust Company
Missouri
$54.3K
SWA
312
SOA Wealth Advisors
New York
$51.4K +$50.5K +999 New
MMCM
313
Murphy & Mullick Capital Management
New York
$50K
BCM
314
Boreal Capital Management
Florida
$47K +$46.1K +913 New
ACA
315
Aptus Capital Advisors
Alabama
$44.5K +$202 +4 +0.5%
IA
316
IFP Advisors
Florida
$42.9K +$31.2K +617 +284%
NS
317
NBC Securities
Alabama
$40K
FGC
318
Financial Gravity Companies
Texas
$38.9K +$38.3K +757 New
ETC
319
Exchange Traded Concepts
Oklahoma
$37.3K +$36.6K +725 New
AUB
320
Atlantic Union Bankshares
Virginia
$31.8K +$31.3K +619 New
Q1WB
321
Quest 10 Wealth Builders
Virginia
$30.9K -$656K -12,972 -96%
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$30.7K +$30.1K +596 New
LFG
323
Larson Financial Group
Missouri
$26.1K +$24.9K +492 +3,280%
WCM
324
Winthrop Capital Management
Indiana
$25K
AG
325
AmeriFlex Group
Nevada
$24.5K +$51 +1 +0.2%

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.