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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
SS
326
Sunbelt Securities
Texas
$23.6K +$20.8K +412 +710%
GWP
327
Gen-Wealth Partners
Michigan
$23.3K +$22.9K +453 New
AIM
328
Anchor Investment Management
South Carolina
$23K
WA
329
Whipplewood Advisors
Colorado
$22.8K +$5.86K +116 +35%
GWSG
330
GPS Wealth Strategies Group
Colorado
$21.7K +$5.16K +102 +32%
Russell Investments Group
331
Russell Investments Group
United Kingdom
$20.5K +$20.2K +399 New
PSB
332
Piscataqua Savings Bank
New Hampshire
$20.4K
WTFG
333
Wood Tarver Financial Group
Idaho
$20K
CVM
334
Cheviot Value Management
California
$20K
FDCP
335
Foster Dykema Cabot & Partners
Massachusetts
$19.3K
LI
336
LRI Investments
Florida
$19.3K
BWL
337
Bogart Wealth LLC
Virginia
$19K +$11.1K +220 +147%
AAS
338
Ameritas Advisory Services
Nebraska
$18.9K +$18.6K +368 New
HIIFS
339
Harel Insurance Investments & Financial Services
Israel
$18K
PGAM
340
Princeton Global Asset Management
New Jersey
$18K
IRC
341
Investors Research Corp
Georgia
$18K
NMG
342
New Millennium Group
Utah
$17.3K -$7.13K -141 -29%
AIP
343
Ameritas Investment Partners
Nebraska
$17.3K +$202 +4 +1%
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3K +$17K +336 New
CIA
345
Choate Investment Advisors
Massachusetts
$15.9K +$15.7K +310 New
SIC
346
Salem Investment Counselors
North Carolina
$15.8K +$2.88K +57 +23%
TCOV
347
Trust Company of Vermont
Vermont
$15.8K
PCA
348
Providence Capital Advisors
North Carolina
$14.7K +$14.4K +285 New
DWA
349
Delos Wealth Advisors
Texas
$14.4K +$14.1K +279 New
BTD
350
BankPlus Trust Department
Mississippi
$14.1K

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.