We are live on ! Find out more
USIG icon

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
SMI
51
Shelter Mutual Insurance
Missouri
$14.5M
PCA
52
Pallas Capital Advisors
Massachusetts
$13.8M +$3.21M +63,266 +31%
RSWM
53
Robertson Stephens Wealth Management
California
$13.6M +$169K +3,340 +1%
SC
54
Saiph Capital
New Jersey
$13.5M +$32.8K +647 +0.2%
ACM
55
Advisors Capital Management
New Jersey
$13.1M -$2.46M -48,499 -16%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$12.7M +$1.35M +26,730 +12%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$12.4M +$3.6M +71,120 +41%
DWM
58
Destination Wealth Management
California
$12.4M +$311K +6,138 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$12.4M +$435K +8,587 +4%
NYLIM
60
New York Life Investment Management
New York
$12.3M +$47.4K +935 +0.4%
WCA
61
Westover Capital Advisors
Delaware
$11M -$297K -5,869 -3%
OCM
62
One Capital Management
California
$10.9M -$2.23M -44,010 -17%
PPWP
63
Premier Path Wealth Partners
New Jersey
$10.9M -$155K -3,050 -1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.5M +$571K +11,267 +6%
KFG
65
Kingdom Financial Group
Arizona
$9.9M -$415K -8,200 -4%
GMA
66
Glassy Mountain Advisors
Maryland
$9.74M +$51.3K +1,013 +0.5%
TCPG
67
Trivant Custom Portfolio Group
California
$8.95M +$632K +12,480 +8%
Osaic Holdings
68
Osaic Holdings
Arizona
$8.8M -$4.78M -94,258 -35%
SPC
69
Sigma Planning Corp
Michigan
$8.54M +$2.41M +47,588 +40%
CLGM
70
Capitolis Liquid Global Markets
New York
$8.17M +$8.11M +160,000 New
SWP
71
SIMA Wealth Partners
Virginia
$7.89M +$895K +17,660 +13%
CFG
72
CNO Financial Group
Indiana
$7.66M +$7.6M +150,000 New
Comerica Bank
73
Comerica Bank
Texas
$7.55M +$504K +9,939 +7%
DWM
74
Diversify Wealth Management
Utah
$7.18M +$1.64M +32,360 +30%
SIA
75
Strategic Investment Advisors
Michigan
$7.16M +$725K +14,310 +11%

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.