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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
DCM
376
Davis Capital Management
Florida
$3.63K
ME
377
McIlrath & Eck
Washington
$3.05K
WA
378
WestEnd Advisors
North Carolina
$2.94K
GEA
379
Glen Eagle Advisors
New Jersey
$2.89K
KFI
380
Key Financial Inc
Pennsylvania
$2.42K
HCM
381
Hollencrest Capital Management
California
$2.37K +$2.32K +45 New
BA
382
Bristlecone Advisors
Washington
$2.05K +$2.01K +39 New
FWA
383
FSC Wealth Advisors
New York
$1.99K -$1.96K -38 -50%
VWM
384
Venturi Wealth Management
Texas
$1.21K
NMG
385
New Millennium Group
Utah
$1.21K -$310 -6 -21%
GWSA
386
Global Wealth Strategies & Associates
Colorado
$1.1K
TFA
387
Transamerica Financial Advisors
Florida
$1K +$258 +5 New
GJIA
388
Glass Jacobson Investment Advisors
Maryland
$947 +$464 +9 +100%
HIA
389
Harbor Investment Advisory
Maryland
$841
LFG
390
Larson Financial Group
Missouri
$801
HGA
391
Hobbs Group Advisors
South Carolina
$736
FPFS
392
First Personal Financial Services
North Carolina
$684
PS
393
PayPay Securities
Japan
$578 -$671 -13 -54%
RIA
394
Realta Investment Advisors
Delaware
$518 -$5.68K -110 -92%
NCM
395
Northwest Capital Management
Oregon
$473
DWM
396
Darwin Wealth Management
Florida
$315 +$310 +6 New
HWM
397
HighMark Wealth Management
Minnesota
$178
FCM
398
Fourpath Capital Management
Oklahoma
$105 +$103 +2 New
FIM
399
FWL Investment Management
Texas
$53
MYLI
400
Meiji Yasuda Life Insurance
Japan
-$53.8M -1,072,400 Closed

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.