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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

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: 27 → 27 (0)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

3% less funds holding

Funds holding: 438 → 423 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$469M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$55.7M
3
TC
Trilogy Capital
California
+$44.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$26.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M

Top Sellers

Rank Fund Capital Flow
1
JSTA
Japan Science & Technology Agency
Japan
-$135M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
AssetMark Inc
AssetMark Inc
California
-$32.2M
4
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$29.1M
5
Jane Street
Jane Street
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
401
Vermillion Wealth Management
Minnesota
$3.12K – – –
SS
402
Sunbelt Securities
Texas
$2.96K -$20.9K -412 -88%
ME
403
McIlrath & Eck
Washington
$2.96K – – –
VEA
404
Virtus ETF Advisers
New York
$2.86K +$2.84K +56 New
GEA
405
Glen Eagle Advisors
New Jersey
$2.81K – – –
MCA
406
Maryland Capital Advisors
Maryland
$2.71K – – –
NEWAS
407
N.E.W. Advisory Services
Wisconsin
$2.66K +$2.63K +52 New
PMFA
408
Plante Moran Financial Advisors
Michigan
$2.6K -$1.98K -39 -43%
HCM
409
Hollencrest Capital Management
California
$2.3K – – –
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$2.25K -$2.89K -57 -56%
FWA
411
FSC Wealth Advisors
New York
$1.93K – – –
PS
412
PayPay Securities
Japan
$1.3K -$152 -3 -11%
LFA
413
LGT Financial Advisors
Texas
$1.18K -$4.61K -91 -80%
BBHC
414
Brown Brothers Harriman & Co
New York
$1.07K +$1.06K +21 New
OW
415
Olistico Wealth
Oklahoma
$1.02K +$1.01K +20 New
TFA
416
Transamerica Financial Advisors
Florida
$1K – – –
HIA
417
Harbor Investment Advisory
Maryland
$919 +$101 +2 +13%
LFG
418
Larson Financial Group
Missouri
$788 – – –
RIA
419
Realta Investment Advisors
Delaware
$511 – – –
NCM
420
Northwest Capital Management
Oregon
$460 – – –
DWM
421
Darwin Wealth Management
Florida
$301 – – –
RF
422
Rossby Financial
Florida
$254 +$253 +5 New
HWM
423
HighMark Wealth Management
Minnesota
$177 – – –
SSB
424
Sandy Spring Bank
Maryland
$52 +$51 +1 New
MLICM
425
Metropolitan Life Insurance Company (MetLife)
New York
– -$29.1M -578,568 Closed
15 16
17
18 19

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.