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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
SMA
351
Sage Mountain Advisors
Georgia
$14K
CT
352
Caldwell Trust
Florida
$13.2K
TWM
353
Topsail Wealth Management
North Carolina
$13.2K
AWM
354
AllSquare Wealth Management
New York
$12.9K
CIA
355
Cape Investment Advisory
Georgia
$12.6K +$2.43K +48 +24%
CA
356
CoreCap Advisors
Michigan
$12.4K -$18.7K -370 -60%
AAP
357
Arax Advisory Partners
Colorado
$10.8K +$5.91K +117 +126%
SC
358
SouthState Corp
Florida
$10.7K +$10.5K +208 New
NRG
359
Nemes Rush Group
Michigan
$10.6K +$708 +14 +7%
HWA
360
HHM Wealth Advisors
Tennessee
$10.5K
Nomura Asset Management
361
Nomura Asset Management
Japan
$10.3K
RIL
362
Rothschild Investment LLC
Illinois
$9.85K +$152 +3 +2%
PWM
363
Proathlete Wealth Management
Florida
$9.57K
HNB
364
Huntington National Bank
Ohio
$8.44K
FFWM
365
Future Financial Wealth Management
Ohio
$8.18K
KGP
366
Keystone Global Partners
Colorado
$8.18K +$354 +7 +5%
CTA
367
Colonial Trust Advisors
South Carolina
$7.82K
OW
368
Olistico Wealth
Oklahoma
$7.77K +$6.62K +131 +655%
TCOT
369
Trust Company of Toledo
Ohio
$6.94K +$6.82K +135 New
FFA
370
Frazier Financial Advisors
Ohio
$6.43K
RFA
371
Register Financial Advisors
Georgia
$6.38K
WB
372
Webster Bank
Connecticut
$6.07K
TFGT
373
TS Financial Group (TSFG)
Illinois
$6K +$51 +1 +0.9%
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$6K +$5.71K +113 New
EWM
375
EPG Wealth Management
Georgia
$5.61K

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.