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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

420 hedge funds and large institutions have $10.9B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 164 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

31% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 125

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$874M)

4% more funds holding

Funds holding: 403 → 420 (+17)

0.54% more ownership

Funds ownership: 71.08% → 71.62% (+0.54%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
5.51%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
64
Increased
164
Reduced
125
Closed
38
Calls
$663K
Puts
–
Net Calls
+$663K
Net Calls Change
+$257K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
AssetMark Inc
AssetMark Inc
California
+$116M
3
Ameriprise
Ameriprise
Minnesota
+$79M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$72.9M
5
Wells Fargo
Wells Fargo
California
+$57.6M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$85.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.9M
3
KIM
Kestra Investment Management
Texas
-$32.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.62M
5
Franklin Resources
Franklin Resources
California
-$9.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
401
Kiker Wealth Management
Georgia
$2.4K +$2.37K +46 New
HCM
402
Hollencrest Capital Management
California
$2.35K – – –
KFP
403
Keener Financial Planning
Texas
$2K +$2.73K +53 New
Allspring Global Investments
404
Allspring Global Investments
North Carolina
$1.72K +$1.7K +33 New
HWA
405
Heritage Wealth Advisors
Virginia
$1.57K +$1.55K +30 New
NEWAS
406
N.E.W. Advisory Services
Wisconsin
$1.36K – – –
PS
407
PayPay Securities
Japan
$1.25K -$103 -2 -8%
AG
408
AmeriFlex Group
Nevada
$1.25K -$23.4K -454 -95%
NMG
409
New Millennium Group
Utah
$1.2K -$16.2K -314 -93%
GWSA
410
Global Wealth Strategies & Associates
Colorado
$1.1K – – –
HIA
411
Harbor Investment Advisory
Maryland
$1.04K +$103 +2 +11%
FLFS
412
Family Legacy Financial Solutions
North Carolina
$888 -$1.14K -22 -56%
UCB
413
United Community Bank
South Carolina
$627 +$619 +12 New
NRG
414
Nemes Rush Group
Michigan
$574 -$10.1K -195 -95%
RIA
415
Realta Investment Advisors
Delaware
$522 – – –
NCM
416
Northwest Capital Management
Oregon
$470 – – –
QC
417
Quent Capital
New York
$470 +$464 +9 New
LFG
418
Larson Financial Group
Missouri
$366 -$25.8K -500 -99%
RF
419
Rossby Financial
Florida
$261 – – –
HWM
420
HighMark Wealth Management
Minnesota
$185 – – –
TPCW
421
TD Private Client Wealth
New York
$14 – – –
CFG
422
CNO Financial Group
Indiana
– -$7.72M -150,000 Closed
LIM
423
Leavell Investment Management
Alabama
– -$1.03M -20,067 Closed
FTUS
424
Flow Traders U.S.
New York
– -$795K -15,458 Closed
BCI
425
Brinker Capital Investments
Pennsylvania
– -$596K -11,592 Closed
15 16
17
18 19

USIG Hedge Fund Activity: Q3 2025 in Review

420 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2025, worth a combined $10.9B — up 8.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new USIG positions and 38 closed out — a net gain of 26 holders — while 164 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was Japan Science & Technology Agency, cutting an estimated $85.1M.

  • 420 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2025, up from 403 in Q2 2025.
  • Funds reported $10.9B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2025, up 8.7% quarter-over-quarter.
  • 64 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2025 and 38 closed out, a net change of +26 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2025 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2025 was Japan Science & Technology Agency, an estimated $85.1M sold.

Based on aggregated 13F filings for Q3 2025.