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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
VAS
426
Vestmark Advisory Solutions
Massachusetts
-$429K -8,408 Closed
HF
427
HRT Financial
New York
-$405K -7,932 Closed
IC
428
IEQ Capital
California
-$397K -7,780 Closed
ACP
429
Aveo Capital Partners
Colorado
-$373K -7,378 Closed
SWP
430
Stratos Wealth Partners
Ohio
-$343K -6,709 Closed
XT
431
XTX Topco
Cayman Islands
-$331K -6,473 Closed
FWM
432
FLP Wealth Management
Arkansas
-$301K -5,900 Closed
FA
433
FSA Advisors
Michigan
-$296K -5,805 Closed
NAM
434
NorthCrest Asset Manangement
Minnesota
-$294K -5,759 Closed
AQR Capital Management
435
AQR Capital Management
Connecticut
-$294K -5,756 Closed
P
436
&Partners
Tennessee
-$253K -4,971 Closed
WS
437
Wedbush Securities
California
-$221K -4,317 Closed
JWM
438
JGP Wealth Management
Oregon
-$214K -4,193 Closed
MWM
439
Maripau Wealth Management
Indiana
-$209K -4,098 Closed
FA
440
Fermata Advisors
California
-$209K -4,084 Closed
EWM
441
Empirical Wealth Management
Washington
-$200K -3,916 Closed
LRWM
442
Lord & Richards Wealth Management
Colorado
-$193K -3,786 Closed
AF
443
Aviso Financial
Ontario, Canada
-$184K -3,609 Closed
NP
444
NorthRock Partners
Minnesota
-$117K -2,295 Closed
PA
445
Pineridge Advisors
Missouri
-$114K -2,227 Closed
HT
446
Headlands Technologies
Illinois
-$95.8K -1,876 Closed
CWC
447
Carolinas Wealth Consulting
North Carolina
-$77.1K -1,510 Closed
CCM
448
Coldstream Capital Management
Washington
-$37.2K -729 Closed
OWA
449
Opal Wealth Advisors
New York
-$33.8K -661 Closed
BIA
450
Bell Investment Advisors
California
-$30.2K -592 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.