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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
TCPG
76
Trivant Custom Portfolio Group
California
$8.42M +$3.99M +77,404 +94%
US Bancorp
77
US Bancorp
Minnesota
$8.21M -$372K -7,212 -4%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$7.61M -$4.81M -93,157 -39%
WC
79
Waterloo Capital
Texas
$7.54M -$2.42M -46,834 -25%
Comerica Bank
80
Comerica Bank
Texas
$6.97M +$78.8K +1,527 +1%
HBS
81
Howard Bailey Securities
Indiana
$6.67M +$6.55M +126,916 New
Vontobel Holding
82
Vontobel Holding
Switzerland
$6.57M
MI
83
Motiv8 Investments
Florida
$6.54M +$595K +11,538 +10%
SPC
84
Sigma Planning Corp
Michigan
$6.16M -$6.07M -117,641 -50%
Jane Street
85
Jane Street
New York
$6.08M -$5.87M -113,775 -50%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$5.53M +$727K +14,089 +15%
UFA
87
US Financial Advisors
Massachusetts
$5.48M -$110K -2,127 -2%
BWM
88
Brophy Wealth Management
New Hampshire
$5.32M +$5.22M +101,128 New
SWP
89
SIMA Wealth Partners
Virginia
$5.18M +$628K +12,175 +14%
SW
90
Simplicity Wealth
New Jersey
$5.15M -$541K -10,483 -10%
Renaissance Technologies
91
Renaissance Technologies
New York
$5.12M -$77.4K -1,500 -2%
QS
92
Quantitative Strategies
California
$5.07M -$104K -2,010 -2%
KAS
93
Kestra Advisory Services
Texas
$4.84M -$1.58M -30,538 -25%
SA
94
Sanctuary Advisors
Indiana
$4.66M -$3.84M -74,385 -45%
QFA
95
Quattro Financial Advisors
Texas
$4.62M -$25K -484 -0.5%
ACP
96
Aveo Capital Partners
Colorado
$4.58M +$151K +2,919 +3%
SIA
97
Strategic Investment Advisors
Michigan
$4.54M +$175K +3,383 +4%
CFAM
98
Center For Asset Management
Florida
$4.53M +$158K +3,065 +4%
EFG
99
Erickson Financial Group
Pennsylvania
$4.45M +$391K +7,582 +10%
CCA
100
Checchi Capital Advisers
California
$4.43M -$2.63K -51 -0.1%

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.