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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
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.15M -$12.4M -245,412 -64%
HBS
77
Howard Bailey Securities
Indiana
$7.15M +$418K +8,255 +6%
US Bancorp
78
US Bancorp
Minnesota
$7.03M -$243K -4,792 -3%
KDA
79
Kraft Davis & Associates
Missouri
$6.98M -$1.08M -21,412 -13%
Cerity Partners
80
Cerity Partners
New York
$6.88M -$5.83M -115,098 -46%
MWM
81
Modern Wealth Management
Kansas
$6.77M +$2.17M +42,874 +41%
Vontobel Holding
82
Vontobel Holding
Switzerland
$6.38M
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$6.22M +$6.09M +120,242 +7,558%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$5.83M +$344K +6,784 +6%
DAS
85
Diversify Advisory Services
Utah
$5.71M +$1.22M +24,019 +27%
UFA
86
US Financial Advisors
Massachusetts
$5.62M +$206K +4,063 +4%
NRI
87
NFP Retirement Inc
California
$5.61M +$144K +2,845 +3%
KAS
88
Kestra Advisory Services
Texas
$5.58M -$164K -3,236 -3%
M&T Bank
89
M&T Bank
New York
$5.5M -$813K -16,053 -13%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$5.48M +$74.9K +1,478 +1%
IWA
91
IVC Wealth Advisors
Pennsylvania
$5.47M +$994K +19,617 +22%
SW
92
Simplicity Wealth
New Jersey
$5.42M +$5.08M +100,280 +1,706%
LI
93
LifeWealth Investments
Florida
$5.31M +$3.61M +71,332 +218%
CM
94
Columbus Macro
Pennsylvania
$5.12M +$27.8K +548 +0.6%
MI
95
Motiv8 Investments
Florida
$4.84M -$790K -15,594 -14%
TWC
96
TD Waterhouse Canada
Ontario, Canada
$4.6M +$350K +6,905 +8%
AA
97
Aire Advisors
California
$4.57M +$249K +4,913 +6%
EFG
98
Erickson Financial Group
Pennsylvania
$4.47M +$89.1K +1,759 +2%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$4.29M -$192K -3,792 -4%
FTUS
100
Flow Traders U.S.
New York
$4.22M +$4.18M +82,539 New

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.