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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
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.2M -$977K -19,340 -14%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$5.75M +$232K +4,598 +4%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$5.61M +$2.17M +43,033 +65%
CFAM
79
Center For Asset Management
Florida
$5.37M +$1.35M +26,786 +34%
NRI
80
NFP Retirement Inc
California
$5.29M -$357K -7,070 -6%
M&T Bank
81
M&T Bank
New York
$5.16M -$368K -7,290 -7%
US Bancorp
82
US Bancorp
Minnesota
$4.66M -$2.38M -47,040 -34%
AA
83
Aire Advisors
California
$4.62M +$13.2K +261 +0.3%
EFG
84
Erickson Financial Group
Pennsylvania
$4.62M +$117K +2,309 +3%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$4.59M -$31.3K -620 -0.7%
MI
86
Motiv8 Investments
Florida
$4.58M -$290K -5,739 -6%
KDA
87
Kraft Davis & Associates
Missouri
$4.57M -$2.55M -50,363 -36%
SA
88
Sanctuary Advisors
Indiana
$4.55M +$519K +10,273 +13%
AAS
89
Avantax Advisory Services
Texas
$4.51M +$402K +7,958 +10%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$4.51M +$1.56M +30,933 +55%
KAS
91
Kestra Advisory Services
Texas
$4.45M -$1.15M -22,735 -21%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$4.42M +$94.7K +1,873 +2%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$4.23M +$523K +10,342 +14%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$4.12M +$748K +14,800 +23%
FC
95
Fjell Capital
North Dakota
$4.05M +$92.2K +1,825 +2%
CCA
96
Checchi Capital Advisers
California
$3.96M -$275K -5,447 -7%
MML Investors Services
97
MML Investors Services
Massachusetts
$3.92M +$2.99M +59,125 +348%
KeyBank National Association
98
KeyBank National Association
Ohio
$3.9M -$96.2K -1,903 -2%
LPFG
99
Landing Point Financial Group
Ohio
$3.82M +$236K +4,668 +7%
FA
100
Financial Avengers
California
$3.31M +$487K +9,642 +18%

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.