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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
BHB
401
Bank Hapoalim BM
Israel
-$12.1M -240,000 Closed
Susquehanna International Group
402
Susquehanna International Group
Pennsylvania
-$2.47M -47,853 Closed
RL
403
Retireful LLC
Michigan
-$2.26M -45,071 Closed
OMC
404
Old Mission Capital
Illinois
-$1.93M -38,425 Closed
Betterment LLC
405
Betterment LLC
New York
-$1.39M -27,604 Closed
GSEP
406
Golden State Equity Partners
California
-$1.11M -22,140 Closed
SWP
407
Stratos Wealth Partners
Ohio
-$1.1M -21,894 Closed
FF
408
Fluent Financial
Texas
-$760K -15,133 Closed
FTUS
409
Flow Traders U.S.
New York
-$723K -14,398 Closed
CWM
410
Connecticut Wealth Management
Connecticut
-$703K -13,996 Closed
FNC
411
First National Corp
Massachusetts
-$664K -13,221 Closed
Kovitz Investment Group Partners
412
Kovitz Investment Group Partners
Illinois
-$444K -8,835 Closed
MWM
413
Maripau Wealth Management
Indiana
-$261K -5,198 Closed
FAM
414
Formidable Asset Management
Ohio
-$255K -5,075 Closed
SAI
415
Savvy Advisors Inc
New York
-$255K -5,069 Closed
EWA
416
EP Wealth Advisors
California
-$253K -5,041 Closed
MPW
417
MA Private Wealth
California
-$249K -4,953 Closed
Pathstone Holdings
418
Pathstone Holdings
New Jersey
-$243K -4,843 Closed
FPCP
419
Fort Point Capital Partners
California
-$240K -4,788 Closed
VC
420
Veery Capital
Delaware
-$221K -4,406 Closed
FWI
421
Facet Wealth Inc
Maryland
-$223K -4,379 Closed
QPWM
422
Quadrant Private Wealth Management
Pennsylvania
-$208K -4,142 Closed
MFG
423
Magnus Financial Group
New York
-$206K -4,109 Closed
PFPT
424
Pinnacle Financial Partners (Tennessee)
Tennessee
-$200K -3,993 Closed
IAIM
425
International Assets Investment Management
Florida
-$164K -3,269 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.