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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
TC
26
Trilogy Capital
California
$59.2M +$2.58M +51,073 +5%
LRWA
27
Long Run Wealth Advisors
New York
$55M +$1.84M +36,445 +4%
VFA
28
Voya Financial Advisors
Connecticut
$43.7M -$4.14M -81,956 -9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$42.4M +$1.3M +25,699 +3%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$39.2M -$5.26M -104,106 -12%
AP
31
Americana Partners
Texas
$38.9M +$876K +17,331 +2%
NJBEST
32
New Jersey Better Educational Savings Trust
New Jersey
$36M
MA
33
MCF Advisors
Kentucky
$34.8M -$2.18M -43,123 -6%
Wells Fargo
34
Wells Fargo
California
$34.5M +$12.3M +243,199 +57%
Raymond James Financial
35
Raymond James Financial
Florida
$32.2M -$4.11M -81,237 -11%
FBB
36
Fulton Breakefield Broenniman
Maryland
$32.1M -$376K -7,433 -1%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$27.7M +$681K +13,481 +3%
Osaic Holdings
38
Osaic Holdings
Arizona
$27.2M +$18.1M +358,855 +208%
CAG
39
Crestwood Advisors Group
Massachusetts
$23.4M +$940K +18,599 +4%
SCVTA
40
Santa Clara Valley Transportation Authority
California
$22.7M
MNA
41
Manning & Napier Advisors
New York
$22M -$35.8K -709 -0.2%
OIA
42
OneDigital Investment Advisors
Kansas
$21.1M +$3.08M +60,936 +17%
DJSG
43
D.J. St. Germain
Massachusetts
$19.8M +$2.33M +46,191 +14%
SAM
44
Securian Asset Management
Minnesota
$18.5M
BEC
45
Blue Edge Capital
Virginia
$18.2M -$436K -8,630 -2%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$16.3M +$413K +8,166 +3%
CFG
47
Cosner Financial Group
Colorado
$16.1M +$982K +19,424 +7%
PCA
48
Pallas Capital Advisors
Massachusetts
$16M +$2.04M +40,290 +15%
ACM
49
Advisors Capital Management
New Jersey
$15.5M +$2.25M +44,427 +17%
MWM
50
Modern Wealth Management
Kansas
$15.2M +$7.55M +149,442 +102%

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.