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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
NCM
401
Northwest Capital Management
Oregon
$463
RF
402
Rossby Financial
Florida
$257
HWM
403
HighMark Wealth Management
Minnesota
$180 +$51 +1 +33%
NC
404
NewSquare Capital
Pennsylvania
$97 +$101 +2 New
OCM
405
One Capital Management
California
-$10.9M -213,632 Closed
KFG
406
Kingdom Financial Group
Arizona
-$9.9M -193,777 Closed
CLGM
407
Capitolis Liquid Global Markets
New York
-$8.17M -160,000 Closed
HBS
408
Howard Bailey Securities
Indiana
-$7.15M -139,888 Closed
LI
409
LifeWealth Investments
Florida
-$5.31M -103,988 Closed
KFS
410
Kelly Financial Services
Massachusetts
-$3.66M -71,673 Closed
Susquehanna International Group
411
Susquehanna International Group
Pennsylvania
-$2.65M -52,500 Closed
AG
412
Ascent Group
Virginia
-$2.03M -39,723 Closed
GWMIA
413
Global Wealth Management Investment Advisory
Florida
-$1.94M -37,987 Closed
PDL
414
Portfolio Design Labs
California
-$1.89M -37,036 Closed
FI
415
FWG Investments
Kentucky
-$1.7M -33,199 Closed
BOSSRA
416
B.O.S.S. Retirement Advisors
Utah
-$1.19M -23,199 Closed
CWMGP
417
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$1.18M -23,124 Closed
Thrivent Financial for Lutherans
418
Thrivent Financial for Lutherans
Minnesota
-$977K -19,120 Closed
MMA
419
Miracle Mile Advisors
California
-$715K -13,991 Closed
IAA
420
Independent Advisor Alliance
North Carolina
-$713K -13,966 Closed
OMC
421
Old Mission Capital
Illinois
-$686K -13,430 Closed
GS
422
GWN Securities
Florida
-$644K -12,847 Closed
MGWM
423
Marks Group Wealth Management
Minnesota
-$623K -12,190 Closed
PA
424
PFG Advisors
Arizona
-$488K -9,556 Closed
LAS
425
Lloyd Advisory Services
Georgia
-$459K -8,978 Closed

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.