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iShares Broad USD Investment Grade Corporate Bond ETF

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: 2727 (0)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

3% less funds holding

Funds holding: 438423 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
451
Chesley Taft & Associates
Illinois
-$206K -4,097 Closed
KW
452
KWB Wealth
California
-$215K -4,084 Closed
CAS
453
Coppell Advisory Solutions
Texas
-$107K -2,120 Closed
QC
454
Quent Capital
New York
-$96.8K -1,926 Closed
DZ Bank
455
DZ Bank
Germany
-$36.6K -727 Closed
PIS
456
POM Investment Strategies
North Carolina
-$32.8K -653 Closed
FFL
457
Financial Freedom LLC
Ohio
-$21.5K -428 Closed
TCG
458
Transcendent Capital Group
Oklahoma
-$20.9K -416 Closed
OC
459
Oarsman Capital
Wisconsin
-$20K -398 Closed
VCM
460
Versant Capital Management
Arizona
-$15.1K -300 Closed
DWA
461
Delos Wealth Advisors
Texas
-$13.5K -268 Closed
RI
462
Ridgewood Investments
New Jersey
-$8.6K -171 Closed
CMA
463
Cedar Mountain Advisors
Oregon
-$8.14K -162 Closed
AWM
464
Avior Wealth Management
Nebraska
-$6.94K -138 Closed
MCM
465
Mainstream Capital Management
California
-$4.93K -98 Closed
WWA
466
Wingate Wealth Advisors
Massachusetts
-$4.32K -86 Closed
RF
467
Roxbury Financial
New Jersey
-$4.35K -84 Closed
NRWA
468
North Ridge Wealth Advisors
Oregon
-$4.07K -81 Closed
GA
469
GoalVest Advisory
New York
-$3.57K -71 Closed
LWA
470
Lowe Wealth Advisors
Maryland
-$2.67K -53 Closed
SAM
471
Synergy Asset Management
Washington
-$2.52K -48 Closed
S
472
Sachetta
Massachusetts
-$1.27K -25 Closed
ICCON
473
Investment Counsel Company of Nevada
Nevada
-$1.16K -23 Closed
VWM
474
Venturi Wealth Management
Texas
-$1.16K -23 Closed
RS
475
Rakuten Securities
Japan
-$101 -2 Closed

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.