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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
CIA
376
Cape Investment Advisory
Georgia
$10K
CMP
377
Coston McIsaac & Partners
Maine
$10K +$10.5K +207 New
NRG
378
Nemes Rush Group
Michigan
$9.82K +$51 +1 +0.5%
RIL
379
Rothschild Investment LLC
Illinois
$9.67K +$51 +1 +0.5%
PWM
380
Proathlete Wealth Management
Florida
$9.5K +$9.42K +186 New
CIAS
381
CBIZ Investment Advisory Services
Ohio
$8.68K
GWSA
382
Global Wealth Strategies & Associates
Colorado
$8.58K -$8.41K -166 -50%
FFWM
383
Future Financial Wealth Management
Ohio
$8.12K
CTA
384
Colonial Trust Advisors
South Carolina
$7.76K
KGP
385
Keystone Global Partners
Colorado
$7.71K +$7.65K +151 New
BWL
386
Bogart Wealth LLC
Virginia
$7.66K
WA
387
Whipplewood Advisors
Colorado
$7.3K +$9.32K +184 +129%
CA
388
Continuum Advisory
Idaho
$6.85K -$8.61K -170 -56%
FFA
389
Frazier Financial Advisors
Ohio
$6.38K
RFA
390
Register Financial Advisors
Georgia
$6.33K +$1.57K +31 +33%
WB
391
Webster Bank
Connecticut
$6.03K
EWM
392
EPG Wealth Management
Georgia
$5.57K -$3.14K -62 -36%
TCM
393
TruNorth Capital Management
Michigan
$5.31K +$5.27K +104 New
RF
394
Robinswood Financial
Washington
$5K +$4.96K +98 New
TFGT
395
TS Financial Group (TSFG)
Illinois
$5K +$51 +1 +1%
AAP
396
Arax Advisory Partners
Colorado
$4.76K +$3.55K +70 +304%
GWANC
397
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.63K +$1.77K +35 +97%
DCM
398
Davis Capital Management
Florida
$3.52K
KFI
399
Key Financial Inc
Pennsylvania
$3.37K
WA
400
WestEnd Advisors
North Carolina
$3.22K +$355 +7 +13%

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.