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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
SMI
51
Shelter Mutual Insurance
Missouri
$14.8M +$152K +3,000 +1%
DAS
52
Diversify Advisory Services
Utah
$14.5M +$8.58M +169,687 +151%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$14.2M +$1.43M +28,389 +11%
NYLIM
54
New York Life Investment Management
New York
$13.7M +$1.29M +25,491 +11%
SPIA
55
Steward Partners Investment Advisory
New York
$13M +$529K +10,469 +4%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$12.8M +$316K +6,254 +3%
DWM
57
Destination Wealth Management
California
$12.7M +$254K +5,031 +2%
RSWM
58
Robertson Stephens Wealth Management
California
$12.4M -$1.32M -26,066 -10%
PPWP
59
Premier Path Wealth Partners
New Jersey
$11.4M +$428K +8,463 +4%
WCA
60
Westover Capital Advisors
Delaware
$10.8M -$249K -4,925 -2%
Goldman Sachs
61
Goldman Sachs
New York
$10.4M -$9.07M -179,408 -47%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$10.2M -$344K -6,814 -3%
GMA
63
Glassy Mountain Advisors
Maryland
$9.92M +$104K +2,052 +1%
SW
64
Simplicity Wealth
New Jersey
$9.25M +$3.72M +73,659 +69%
TCPG
65
Trivant Custom Portfolio Group
California
$8.93M -$76.1K -1,506 -0.9%
SWP
66
SIMA Wealth Partners
Virginia
$8.89M +$933K +18,465 +12%
DWM
67
Diversify Wealth Management
Utah
$8.25M +$983K +19,448 +14%
SPC
68
Sigma Planning Corp
Michigan
$8.18M -$416K -8,224 -5%
Comerica Bank
69
Comerica Bank
Texas
$8.16M +$553K +10,943 +7%
SIA
70
Strategic Investment Advisors
Michigan
$8.07M +$853K +16,882 +12%
CFG
71
CNO Financial Group
Indiana
$7.72M
IWA
72
IVC Wealth Advisors
Pennsylvania
$7.03M +$1.49M +29,558 +28%
CM
73
Columbus Macro
Pennsylvania
$6.58M +$1.4M +27,790 +28%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$6.47M +$621K +12,287 +11%
Vontobel Holding
75
Vontobel Holding
Switzerland
$6.43M

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.