USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

400 hedge funds and large institutions have $9.99B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 105 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$406K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$904M
2 +$88.7M
3 +$73M
4
Truist Financial
Truist Financial
North Carolina
+$72.3M
5
BlackRock
BlackRock
New York
+$69.2M

Top Sellers

1 -$137M
2 -$69.7M
3 -$40M
4
AWM
AE Wealth Management
Kansas
-$37.7M
5
Morgan Stanley
Morgan Stanley
New York
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$5.75M
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$5.61M
CFAM
78
Center For Asset Management
Florida
$5.37M
NRI
79
NFP Retirement Inc
California
$5.29M
M&T Bank
80
M&T Bank
New York
$5.16M
US Bancorp
81
US Bancorp
Minnesota
$4.66M
AA
82
Aire Advisors
California
$4.62M
EFG
83
Erickson Financial Group
Pennsylvania
$4.62M
TWC
84
TD Waterhouse Canada
Ontario, Canada
$4.59M
MI
85
Motiv8 Investments
Florida
$4.58M
KDA
86
Kraft Davis & Associates
Missouri
$4.57M
SA
87
Sanctuary Advisors
Indiana
$4.55M
AAS
88
Avantax Advisory Services
Texas
$4.51M
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$4.51M
KAS
90
Kestra Advisory Services
Texas
$4.45M
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$4.42M
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$4.23M
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$4.12M
FC
94
Fjell Capital
North Dakota
$4.05M
CCA
95
Checchi Capital Advisers
California
$3.96M
MML Investors Services
96
MML Investors Services
Massachusetts
$3.92M
KeyBank National Association
97
KeyBank National Association
Ohio
$3.9M
LPFG
98
Landing Point Financial Group
Ohio
$3.82M
FA
99
Financial Avengers
California
$3.31M
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$3.15M