USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

399 hedge funds and large institutions have $9.99B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 106 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$406K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$904M
2 +$88.7M
3 +$73M
4
Truist Financial
Truist Financial
North Carolina
+$72.3M
5
BlackRock
BlackRock
New York
+$69.2M

Top Sellers

1 -$137M
2 -$69.7M
3 -$40M
4
AWM
AE Wealth Management
Kansas
-$37.7M
5
Morgan Stanley
Morgan Stanley
New York
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Trilogy Capital
California
$59.2M
LRWA
27
Long Run Wealth Advisors
New York
$55M
VFA
28
Voya Financial Advisors
Connecticut
$43.7M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$42.4M
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$39.2M
AP
31
Americana Partners
Texas
$38.9M
NJBEST
32
New Jersey Better Educational Savings Trust
New Jersey
$36M
MA
33
MCF Advisors
Kentucky
$34.8M
Wells Fargo
34
Wells Fargo
California
$34.5M
Raymond James Financial
35
Raymond James Financial
Florida
$32.2M
FBB
36
Fulton Breakefield Broenniman
Maryland
$32.1M
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$27.7M
Osaic Holdings
38
Osaic Holdings
Arizona
$25.3M
CAG
39
Crestwood Advisors Group
Massachusetts
$23.4M
SCVTA
40
Santa Clara Valley Transportation Authority
California
$22.7M
MNA
41
Manning & Napier Advisors
New York
$22M
OIA
42
OneDigital Investment Advisors
Kansas
$21.1M
DJSG
43
D.J. St. Germain
Massachusetts
$19.8M
SAM
44
Securian Asset Management
Minnesota
$18.5M
BEC
45
Blue Edge Capital
Virginia
$18.2M
MCWS
46
McKinley Carter Wealth Services
West Virginia
$16.3M
CFG
47
Cosner Financial Group
Colorado
$16.1M
PCA
48
Pallas Capital Advisors
Massachusetts
$16M
ACM
49
Advisors Capital Management
New Jersey
$15.5M
MWM
50
Modern Wealth Management
Kansas
$15.3M