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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
IWA
101
IVC Wealth Advisors
Pennsylvania
$4.39M +$39.5K +765 +0.9%
TWC
102
TD Waterhouse Canada
Ontario, Canada
$4.38M -$8.72K -169 -0.2%
DAS
103
Diversify Advisory Services
Utah
$4.29M +$882K +17,089 +26%
BCM
104
Beaumont Capital Management
Massachusetts
$4.19M +$8.67K +168 +0.2%
AAS
105
Avantax Advisory Services
Texas
$4.12M +$329K +6,379 +9%
CM
106
Columbus Macro
Pennsylvania
$4.1M +$134K +2,593 +3%
MWM
107
Modern Wealth Management
Kansas
$4.06M +$862K +16,699 +28%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$4.04M -$725K -14,045 -15%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$4.02M +$900K +17,449 +30%
AA
110
Aire Advisors
California
$4M -$234K -4,538 -6%
BS
111
Banco Santander
Spain
$3.9M +$1.24M +23,947 +48%
KeyBank National Association
112
KeyBank National Association
Ohio
$3.85M +$1.46M +28,298 +63%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$3.82M +$381K +7,373 +11%
DWM
114
Diversify Wealth Management
Utah
$3.75M +$1.15M +22,255 +44%
NRI
115
NFP Retirement Inc
California
$3.63M +$1.4M +27,035 +64%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$3.55M -$97.1K -1,881 -3%
KFS
117
Kelly Financial Services
Massachusetts
$3.46M -$691K -13,398 -17%
AWS
118
Atria Wealth Solutions
New York
$3.34M +$438K +8,480 +15%
VCM
119
Virtue Capital Management
Tennessee
$3.28M -$74.6K -1,445 -2%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$3.15M +$196K +3,793 +7%
HPFG
121
Hart & Patterson Financial Group
Massachusetts
$3.08M -$476K -9,221 -14%
CLOS
122
Compagnie Lombard Odier SCmA
Switzerland
$2.82M -$29.4K -570 -1%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$2.58M +$257K +4,971 +11%
CWMGP
124
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.56M +$1.43M +27,619 +131%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$2.52M -$256K -4,970 -9%

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.