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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

417 hedge funds and large institutions have $8.82B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 128 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
5.66%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
47
Increased
167
Reduced
128
Closed
52
Calls
$409K
Puts
–
Net Calls
+$409K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$473M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$56.2M
3
TC
Trilogy Capital
California
+$44.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$26.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.7M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$136M
2
Ameriprise
Ameriprise
Minnesota
-$104M
3
AssetMark Inc
AssetMark Inc
California
-$32.5M
4
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$29.1M
5
Jane Street
Jane Street
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMI
51
Shelter Mutual Insurance
Missouri
$14.5M – – –
PCA
52
Pallas Capital Advisors
Massachusetts
$13.8M +$3.23M +63,266 +31%
RSWM
53
Robertson Stephens Wealth Management
California
$13.6M +$171K +3,340 +1%
SC
54
Saiph Capital
New Jersey
$13.5M +$33K +647 +0.2%
ACM
55
Advisors Capital Management
New Jersey
$13.1M -$2.48M -48,499 -16%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$12.7M +$1.37M +26,730 +12%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$12.4M +$3.63M +71,120 +41%
DWM
58
Destination Wealth Management
California
$12.4M +$314K +6,138 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$12.4M +$439K +8,587 +4%
NYLIM
60
New York Life Investment Management
New York
$12.3M +$47.8K +935 +0.4%
WCA
61
Westover Capital Advisors
Delaware
$11M -$300K -5,869 -3%
OCM
62
One Capital Management
California
$10.9M -$2.25M -44,010 -17%
PPWP
63
Premier Path Wealth Partners
New Jersey
$10.9M -$156K -3,050 -1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.5M +$575K +11,267 +6%
KFG
65
Kingdom Financial Group
Arizona
$9.9M -$419K -8,200 -4%
GMA
66
Glassy Mountain Advisors
Maryland
$9.74M +$51.7K +1,013 +0.5%
TCPG
67
Trivant Custom Portfolio Group
California
$8.95M +$637K +12,480 +8%
Osaic Holdings
68
Osaic Holdings
Arizona
$8.8M -$4.81M -94,258 -35%
SPC
69
Sigma Planning Corp
Michigan
$8.54M +$2.43M +47,588 +40%
CLGM
70
Capitolis Liquid Global Markets
New York
$8.17M +$8.17M +160,000 New
CFG
71
CNO Financial Group
Indiana
$7.66M +$7.66M +150,000 New
Comerica Bank
72
Comerica Bank
Texas
$7.55M +$508K +9,939 +7%
DWM
73
Diversify Wealth Management
Utah
$7.18M +$1.65M +32,360 +30%
SIA
74
Strategic Investment Advisors
Michigan
$7.16M +$731K +14,310 +11%
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.15M -$12.5M -245,412 -64%
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