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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
FMTCOCP
451
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$28K -540 Closed
DFA
452
DHJJ Financial Advisors
Illinois
-$20.5K -402 Closed
DWM
453
Dogwood Wealth Management
Kansas
-$20K -392 Closed
CFFP
454
Center for Financial Planning
Michigan
-$18.3K -359 Closed
BA
455
Bristlecone Advisors
Washington
-$16K -314 Closed
VWA
456
VSM Wealth Advisory
Maryland
-$15.8K -309 Closed
GJIA
457
Glass Jacobson Investment Advisors
Maryland
-$15.4K -307 Closed
M
458
MOTCO
Texas
-$13.2K -259 Closed
MFC
459
Morris Financial Concepts
South Carolina
-$12K -234 Closed
CMP
460
Coston McIsaac & Partners
Maine
-$10K -207 Closed
BSB
461
Bangor Savings Bank
Maine
-$10.5K -205 Closed
CIAS
462
CBIZ Investment Advisory Services
Ohio
-$8.68K -170 Closed
CA
463
Continuum Advisory
Idaho
-$6.85K -134 Closed
TCM
464
TruNorth Capital Management
Michigan
-$5.31K -104 Closed
GWANC
465
Guardian Wealth Advisors (North Carolina)
North Carolina
-$3.63K -71 Closed
MCA
466
Maryland Capital Advisors
Maryland
-$2.71K -53 Closed
PMFA
467
Plante Moran Financial Advisors
Michigan
-$2.6K -51 Closed
FWA
468
FSC Wealth Advisors
New York
-$1.93K -38 Closed
BBHC
469
Brown Brothers Harriman & Co
New York
-$1.07K -21 Closed
DWM
470
Darwin Wealth Management
Florida
-$301 -6 Closed
TFA
471
Transamerica Financial Advisors
Florida
-$1K -5 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.