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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

420 hedge funds and large institutions have $10.9B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 164 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

31% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 125

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$874M)

4% more funds holding

Funds holding: 403 → 420 (+17)

0.54% more ownership

Funds ownership: 71.08% → 71.62% (+0.54%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
5.51%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
64
Increased
164
Reduced
125
Closed
38
Calls
$663K
Puts
–
Net Calls
+$663K
Net Calls Change
+$257K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
AssetMark Inc
AssetMark Inc
California
+$116M
3
Ameriprise
Ameriprise
Minnesota
+$79M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$72.9M
5
Wells Fargo
Wells Fargo
California
+$57.6M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$85.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.9M
3
KIM
Kestra Investment Management
Texas
-$32.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.62M
5
Franklin Resources
Franklin Resources
California
-$9.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
51
New York Life Investment Management
New York
$15.3M +$1.36M +26,444 +10%
Betterment LLC
52
Betterment LLC
New York
$15.3M +$15.1M +292,300 New
Citigroup
53
Citigroup
New York
$15.2M +$15M +290,526 New
SMI
54
Shelter Mutual Insurance
Missouri
$14.1M -$875K -16,950 -6%
SPIA
55
Steward Partners Investment Advisory
New York
$13.4M +$220K +4,265 +2%
DWM
56
Destination Wealth Management
California
$13.2M +$305K +5,920 +2%
MWM
57
Modern Wealth Management
Kansas
$12.9M -$2.48M -48,121 -16%
RSWM
58
Robertson Stephens Wealth Management
California
$12.4M -$107K -2,077 -0.9%
DAS
59
Diversify Advisory Services
Utah
$12.4M -$2.22M -43,017 -15%
PPWP
60
Premier Path Wealth Partners
New Jersey
$12.2M +$638K +12,368 +6%
WCA
61
Westover Capital Advisors
Delaware
$11.5M +$582K +11,280 +5%
SIA
62
Strategic Investment Advisors
Michigan
$11.5M -$8.06M -156,133 -99%
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$10.4M +$10.3M +200,000 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.1M -$243K -4,704 -2%
SPC
65
Sigma Planning Corp
Michigan
$9.57M +$1.26M +24,327 +15%
DWM
66
Diversify Wealth Management
Utah
$9.49M +$1.18M +22,796 +14%
TCPG
67
Trivant Custom Portfolio Group
California
$9.26M +$186K +3,610 +2%
GMA
68
Glassy Mountain Advisors
Maryland
$9.12M -$932K -18,072 -9%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$9.09M +$3.36M +65,129 +60%
State Farm Mutual Automobile Insurance
70
State Farm Mutual Automobile Insurance
Illinois
$9.06M +$5.81M +112,558 +185%
SWP
71
SIMA Wealth Partners
Virginia
$9.06M +$29.5K +571 +0.3%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$8.73M +$2.12M +41,082 +32%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$8.21M -$6.14M -119,099 -43%
IWA
74
IVC Wealth Advisors
Pennsylvania
$7.75M +$613K +11,887 +9%
CM
75
Columbus Macro
Pennsylvania
$6.6M -$78.7K -1,525 -1%
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3
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USIG Hedge Fund Activity: Q3 2025 in Review

420 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2025, worth a combined $10.9B — up 8.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new USIG positions and 38 closed out — a net gain of 26 holders — while 164 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was Japan Science & Technology Agency, cutting an estimated $85.1M.

  • 420 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2025, up from 403 in Q2 2025.
  • Funds reported $10.9B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2025, up 8.7% quarter-over-quarter.
  • 64 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2025 and 38 closed out, a net change of +26 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2025 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2025 was Japan Science & Technology Agency, an estimated $85.1M sold.

Based on aggregated 13F filings for Q3 2025.