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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
CFFP
351
Center for Financial Planning
Michigan
$18.3K +$18.2K +359 New
HIIFS
352
Harel Insurance Investments & Financial Services
Israel
$18K
PGAM
353
Princeton Global Asset Management
New Jersey
$17.9K
IRC
354
Investors Research Corp
Georgia
$17.8K
AIP
355
Ameritas Investment Partners
Nebraska
$17K +$16.8K +332 New
LWMI
356
Legacy Wealth Management (Idaho)
Idaho
$16.5K +$11.2K +222 +220%
GWSG
357
GPS Wealth Strategies Group
Colorado
$16.3K +$16.2K +319 New
BA
358
Bristlecone Advisors
Washington
$16K +$13.9K +275 +705%
VWA
359
VSM Wealth Advisory
Maryland
$15.8K +$15.7K +309 New
TCOV
360
Trust Company of Vermont
Vermont
$15.7K
GJIA
361
Glass Jacobson Investment Advisors
Maryland
$15.4K
ADL
362
Asset Dedication LLC
California
$14.2K
BTD
363
BankPlus Trust Department
Mississippi
$14K
SMA
364
Sage Mountain Advisors
Georgia
$13.9K
M
365
MOTCO
Texas
$13.2K +$13.1K +259 New
CT
366
Caldwell Trust
Florida
$13.1K -$58.4K -1,153 -82%
TWM
367
Topsail Wealth Management
North Carolina
$13.1K
SIC
368
Salem Investment Counselors
North Carolina
$12.8K -$19K -376 -60%
AWM
369
AllSquare Wealth Management
New York
$12.8K
MFC
370
Morris Financial Concepts
South Carolina
$12K +$11.9K +234 New
IA
371
IFP Advisors
Florida
$11.1K
HCA
372
Harbor Capital Advisors
Illinois
$11K +$10.9K +216 New
BSB
373
Bangor Savings Bank
Maine
$10.5K -$12.1K -239 -54%
HWA
374
HHM Wealth Advisors
Tennessee
$10.4K
Nomura Asset Management
375
Nomura Asset Management
Japan
$10.2K

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.