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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
CAG
51
Crestwood Advisors Group
Massachusetts
$15.1M +$4.36M +84,561 +42%
Wells Fargo
52
Wells Fargo
California
$14.6M +$1.3M +25,245 +10%
SMI
53
Shelter Mutual Insurance
Missouri
$14.6M -$318K -6,170 -2%
ACM
54
Advisors Capital Management
New Jersey
$14.5M +$599K +11,606 +4%
SC
55
Saiph Capital
New Jersey
$14M -$671K -13,006 -5%
SPIA
56
Steward Partners Investment Advisory
New York
$13.8M +$112K +2,172 +0.8%
Cerity Partners
57
Cerity Partners
New York
$13.4M -$719K -13,933 -5%
TC
58
Trilogy Capital
California
$13M +$491K +9,515 +4%
FBB
59
Fulton Breakefield Broenniman
Maryland
$12.5M +$889K +17,224 +8%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$12.4M -$6.89M -133,596 -36%
DWM
61
Destination Wealth Management
California
$12.3M +$155K +3,012 +1%
DJSG
62
D.J. St. Germain
Massachusetts
$12.2M +$1.33M +25,706 +12%
Osaic Holdings
63
Osaic Holdings
Arizona
$11.8M +$3.82K +74 +0%
NYLIM
64
New York Life Investment Management
New York
$11.5M +$90.7K +1,758 +0.8%
CFG
65
Cosner Financial Group
Colorado
$11.3M +$174K +3,379 +2%
KFG
66
Kingdom Financial Group
Arizona
$11.2M -$84.6K -1,639 -0.8%
PPWP
67
Premier Path Wealth Partners
New Jersey
$10.9M +$715K +13,849 +7%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$10.6M +$1.9M +36,838 +22%
PCA
69
Pallas Capital Advisors
Massachusetts
$10.5M +$5.46M +105,760 +106%
NA
70
NewEdge Advisors
Louisiana
$10.1M +$1.22M +23,586 +14%
KDA
71
Kraft Davis & Associates
Missouri
$9.84M +$9.37M +181,625 +1,633%
MCWS
72
McKinley Carter Wealth Services
West Virginia
$9.8M +$182K +3,535 +2%
M&T Bank
73
M&T Bank
New York
$9.32M -$1.47M -28,468 -14%
GMA
74
Glassy Mountain Advisors
Maryland
$9.14M +$244K +4,736 +3%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$8.75M +$3.19M +61,810 +59%

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.