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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
FHA
326
First Horizon Advisors
Tennessee
$28.9K -$5.73K -111 -17%
FFA
327
Founders Financial Alliance
North Carolina
$28.2K
GM
328
GeoWealth Management
Illinois
$27.6K +$27K +524 New
ACA
329
Aptus Capital Advisors
Alabama
$26K +$25.2K +489 +8,150%
CA
330
Continuum Advisory
Idaho
$25.8K -$12.2K -236 -32%
CA
331
CoreCap Advisors
Michigan
$25.6K +$25.1K +487 New
AIM
332
Anchor Investment Management
South Carolina
$23.6K
FFL
333
Financial Freedom LLC
Ohio
$22.5K
TCG
334
Transcendent Capital Group
Oklahoma
$21.9K
AF
335
Advisornet Financial
Minnesota
$21.6K
DFA
336
DHJJ Financial Advisors
Illinois
$21.1K
PSB
337
Piscataqua Savings Bank
New Hampshire
$20.8K +$20.4K +396 New
LI
338
LRI Investments
Florida
$19K
HIIFS
339
Harel Insurance Investments & Financial Services
Israel
$19K
PGAM
340
Princeton Global Asset Management
New Jersey
$18.4K
CIAS
341
Capital Investment Advisory Services
North Carolina
$18K +$17.1K +331 +3,009%
IRC
342
Investors Research Corp
Georgia
$17.8K
ADL
343
Asset Dedication LLC
California
$17.4K
TCOV
344
Trust Company of Vermont
Vermont
$16.1K
VCM
345
Versant Capital Management
Arizona
$15.8K -$6.14K -119 -28%
QC
346
Quent Capital
New York
$15.1K +$155 +3 +1%
RCM
347
Raleigh Capital Management
North Carolina
$15K +$155 +3 +1%
SMA
348
Sage Mountain Advisors
Georgia
$14.3K
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$13.7K +$13.5K +261 New
IA
350
IFP Advisors
Florida
$13.6K +$2.17K +42 +19%

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.