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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
NOI
376
Newton One Investments
Delaware
$5.61K +$5.51K +109 New
LWMI
377
Legacy Wealth Management (Idaho)
Idaho
$5.2K -$11.2K -222 -69%
LIS
378
Legacy Investment Solutions
Idaho
$5.2K +$5.1K +101 New
RF
379
Robinswood Financial
Washington
$5.04K
WA
380
WestEnd Advisors
North Carolina
$4.58K +$1.31K +26 +41%
NA
381
Nordwand Advisors
Pennsylvania
$3.7K +$3.64K +72 New
KFI
382
Key Financial Inc
Pennsylvania
$3.4K
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$3.34K +$1.06K +21 +48%
VEA
384
Virtus ETF Advisers
New York
$3.24K +$354 +7 +13%
VWM
385
Vermillion Wealth Management
Minnesota
$3.14K
ME
386
McIlrath & Eck
Washington
$2.98K
FFA
387
Founders Financial Alliance
North Carolina
$2.88K -$24.3K -481 -90%
GEA
388
Glen Eagle Advisors
New Jersey
$2.83K
CT
389
Clearstead Trust
Maine
$2.62K +$2.58K +51 New
CFG
390
Chapman Financial Group
Hawaii
$2.47K +$2.43K +48 New
HCM
391
Hollencrest Capital Management
California
$2.31K
FLFS
392
Family Legacy Financial Solutions
North Carolina
$2.01K +$1.97K +39 New
Simplex Trading
393
Simplex Trading
Illinois
$2K +$2.53K +50 New
DRP
394
Decker Retirement Planning
Utah
$1.9K -$166K -3,277 -99%
LFA
395
LGT Financial Advisors
Texas
$1.54K +$354 +7 +30%
NEWAS
396
N.E.W. Advisory Services
Wisconsin
$1.34K -$1.31K -26 -50%
PS
397
PayPay Securities
Japan
$1.34K +$51 +1 +4%
GWSA
398
Global Wealth Strategies & Associates
Colorado
$1.08K -$7.43K -147 -88%
HIA
399
Harbor Investment Advisory
Maryland
$926
RIA
400
Realta Investment Advisors
Delaware
$514

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.