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iShares Broad USD Investment Grade Corporate Bond ETF

398 hedge funds and large institutions have $8.22B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

23% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 122

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

10% more capital invested

Capital invested by funds: $7.5B → $8.22B (+$721M)

1% more funds holding

Funds holding: 395398 (+3)

0.14% less ownership

Funds ownership: 67.27%67.13% (-0.14%)

Holders
398
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
5.72%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.36%
New
51
Increased
150
Reduced
122
Closed
46
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
26
Avidian Wealth Enterprises
Texas
$51.1M +$1.75M +33,944 +4%
LRWA
27
Long Run Wealth Advisors
New York
$50.4M +$2.74M +53,084 +6%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$45.3M +$5.41M +104,814 +14%
AWM
29
AE Wealth Management
Kansas
$40.7M +$2.69M +52,129 +7%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$38.2M +$2.51M +48,717 +7%
NJBEST
31
New Jersey Better Educational Savings Trust
New Jersey
$36.8M
MA
32
MCF Advisors
Kentucky
$34.9M +$1.44M +27,829 +4%
AP
33
Americana Partners
Texas
$34.2M -$1.26M -24,481 -4%
Goldman Sachs
34
Goldman Sachs
New York
$30.6M -$5.67M -109,802 -16%
MLICM
35
Metropolitan Life Insurance Company (MetLife)
New York
$30.4M
NW
36
NewEdge Wealth
Pennsylvania
$29.5M +$697K +13,506 +2%
RJA
37
Raymond James & Associates
Florida
$27.4M -$450K -8,727 -2%
BFM
38
Boston Financial Management
Massachusetts
$25.7M +$2.99M +57,850 +13%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$25.7M -$114K -2,204 -0.4%
MNA
40
Manning & Napier Advisors
New York
$25.4M +$218K +4,218 +0.9%
SCVTA
41
Santa Clara Valley Transportation Authority
California
$23.2M +$22.8M +441,930 New
KIM
42
Kestra Investment Management
Texas
$23.1M +$13.5M +261,568 +147%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M -$41.2K -799 -0.2%
BEC
44
Blue Edge Capital
Virginia
$19.5M +$19.1M +369,984 New
WCA
45
Westover Capital Advisors
Delaware
$19.1M +$9.84M +190,670 +111%
RSWM
46
Robertson Stephens Wealth Management
California
$18.9M +$18.5M +359,200 New
OIA
47
OneDigital Investment Advisors
Kansas
$17.8M +$565K +10,953 +3%
OCM
48
One Capital Management
California
$17.4M +$5.74M +111,228 +51%
SAM
49
Securian Asset Management
Minnesota
$17M
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$16.5M +$10.2M +197,012 +168%

USIG Hedge Fund Activity: Q3 2024 in Review

398 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2024, worth a combined $8.22B — up 9.6% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new USIG positions and 46 closed out — a net gain of 5 holders — while 150 added to existing stakes and 122 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $141M. The largest seller was BlackRock, cutting an estimated $61M.

  • 398 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $8.22B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 51 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +5 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2024 was Franklin Resources, an estimated $141M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2024 was BlackRock, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2024.