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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

397 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, 173 increasing their positions, 105 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-20
Holders Change %
-4.8%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
53
Increased
173
Reduced
105
Closed
65
Calls
$406K
Puts
–
Net Calls
+$406K
Net Calls Change
-$3K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.19B
2
Ameriprise
Ameriprise
Minnesota
$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$358M
4
Truist Financial
Truist Financial
North Carolina
$467M
5
BlackRock
BlackRock
New York
$362M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$192M
2
MG
Mather Group
Illinois
$2.68M
3
JSTA
Japan Science & Technology Agency
Japan
$195M
4
AWM
AE Wealth Management
Kansas
$563K
5
Morgan Stanley
Morgan Stanley
New York
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
376
Key Financial Inc
Pennsylvania
$3.4K – – –
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$3.34K +$1.08K +21 +48%
VEA
378
Virtus ETF Advisers
New York
$3.24K +$3.24K +63 New
VWM
379
Vermillion Wealth Management
Minnesota
$3.14K – – –
ME
380
McIlrath & Eck
Washington
$2.98K – – –
FFA
381
Founders Financial Alliance
North Carolina
$2.88K -$24.7K -481 -90%
GEA
382
Glen Eagle Advisors
New Jersey
$2.83K – – –
CT
383
Clearstead Trust
Maine
$2.62K +$2.62K +51 New
CFG
384
Chapman Financial Group
Hawaii
$2.47K +$2.47K +48 New
HCM
385
Hollencrest Capital Management
California
$2.32K – – –
FLFS
386
Family Legacy Financial Solutions
North Carolina
$2.01K +$2.01K +39 New
Simplex Trading
387
Simplex Trading
Illinois
$2K +$2K +50 New
DRP
388
Decker Retirement Planning
Utah
$1.9K -$169K -3,277 -99%
LFA
389
LGT Financial Advisors
Texas
$1.54K +$360 +7 +30%
NEWAS
390
N.E.W. Advisory Services
Wisconsin
$1.34K -$1.34K -26 -50%
PS
391
PayPay Securities
Japan
$1.34K +$51 +1 +4%
GWSA
392
Global Wealth Strategies & Associates
Colorado
$1.08K -$7.56K -147 -88%
HIA
393
Harbor Investment Advisory
Maryland
$926 – – –
RIA
394
Realta Investment Advisors
Delaware
$514 – – –
NCM
395
Northwest Capital Management
Oregon
$463 – – –
RF
396
Rossby Financial
Florida
$257 – – –
HWM
397
HighMark Wealth Management
Minnesota
$180 +$45 +1 +33%
NC
398
NewSquare Capital
Pennsylvania
$97 +$97 +2 New
OCM
399
One Capital Management
California
– -$10.9M -213,632 Closed
KFG
400
Kingdom Financial Group
Arizona
– -$9.9M -193,777 Closed
14 15
16
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