USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

400 hedge funds and large institutions have $9.99B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 105 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$406K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$904M
2 +$88.7M
3 +$73M
4
Truist Financial
Truist Financial
North Carolina
+$72.3M
5
BlackRock
BlackRock
New York
+$69.2M

Top Sellers

1 -$137M
2 -$69.7M
3 -$40M
4
AWM
AE Wealth Management
Kansas
-$37.7M
5
Morgan Stanley
Morgan Stanley
New York
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
301
Blue Trust Inc
Georgia
$75.2K
FHA
302
First Horizon Advisors
Tennessee
$71.6K
CAL
303
Capital Analysts LLC
Pennsylvania
$69K
ADL
304
Asset Dedication LLC
California
$65.3K
GSWM
305
Golden State Wealth Management
California
$65.2K
T
306
Transce3nd
Texas
$64.2K
EDRH
307
Edmond de Rothschild Holding
Switzerland
$63.8K
AF
308
Advisornet Financial
Minnesota
$60.3K
CTC
309
Central Trust Company
Missouri
$54.3K
SWA
310
SOA Wealth Advisors
New York
$51.4K
MMCM
311
Murphy & Mullick Capital Management
New York
$50K
BCM
312
Boreal Capital Management
Florida
$47K
ACA
313
Aptus Capital Advisors
Alabama
$44.5K
IA
314
IFP Advisors
Florida
$42.9K
NS
315
NBC Securities
Alabama
$40K
FGC
316
Financial Gravity Companies
Texas
$38.9K
ETC
317
Exchange Traded Concepts
Oklahoma
$37.3K
AUB
318
Atlantic Union Bankshares
Virginia
$31.8K
Q1WB
319
Quest 10 Wealth Builders
Virginia
$30.9K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$30.7K
LFG
321
Larson Financial Group
Missouri
$26.1K
WCM
322
Winthrop Capital Management
Indiana
$25K
AG
323
AmeriFlex Group
Nevada
$24.5K
SS
324
Sunbelt Securities
Texas
$23.6K
GWP
325
Gen-Wealth Partners
Michigan
$23.3K