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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
TC
26
Trilogy Capital
California
$56.1M +$44.3M +874,575 +389%
LRWA
27
Long Run Wealth Advisors
New York
$52.7M +$2.06M +40,733 +4%
VFA
28
Voya Financial Advisors
Connecticut
$47.7M -$1.96M -38,738 -4%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$44.2M +$2.34M +46,149 +6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$40.8M +$2.64M +52,058 +7%
KIM
31
Kestra Investment Management
Texas
$38.6M +$12.6M +249,265 +49%
AWM
32
AE Wealth Management
Kansas
$38M -$2.28M -44,957 -6%
AP
33
Americana Partners
Texas
$37.7M +$4.42M +87,161 +13%
MA
34
MCF Advisors
Kentucky
$36.8M -$1.06M -20,868 -3%
Raymond James Financial
35
Raymond James Financial
Florida
$36.2M +$5.63M +111,035 +19%
NJBEST
36
New Jersey Better Educational Savings Trust
New Jersey
$35.7M
FBB
37
Fulton Breakefield Broenniman
Maryland
$32.3M +$17.8M +351,590 +125%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$26.8M +$26.3M +519,058 +7,927%
SCVTA
39
Santa Clara Valley Transportation Authority
California
$22.6M
CAG
40
Crestwood Advisors Group
Massachusetts
$22.3M +$1.48M +29,197 +7%
MNA
41
Manning & Napier Advisors
New York
$21.9M +$188K +3,711 +0.9%
Wells Fargo
42
Wells Fargo
California
$21.9M +$6.49M +128,056 +43%
Goldman Sachs
43
Goldman Sachs
New York
$19.5M -$9.73M -191,967 -33%
BEC
44
Blue Edge Capital
Virginia
$18.5M -$8.71K -172 -0%
SAM
45
Securian Asset Management
Minnesota
$18.4M +$1.71M +33,800 +10%
OIA
46
OneDigital Investment Advisors
Kansas
$17.9M -$94.1K -1,858 -0.5%
DJSG
47
D.J. St. Germain
Massachusetts
$17.3M +$3.19M +62,906 +23%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$15.8M +$5.66M +111,691 +57%
CFG
49
Cosner Financial Group
Colorado
$15M +$3.09M +61,079 +26%
BS
50
Banco Santander
Spain
$15M +$9.53M +188,120 +178%

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.