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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
CCA
101
Checchi Capital Advisers
California
$4.21M -$61.4K -1,211 -1%
CFAM
102
Center For Asset Management
Florida
$4.08M -$1.46M -28,877 -27%
AAS
103
Avantax Advisory Services
Texas
$4.07M +$170K +3,354 +4%
SA
104
Sanctuary Advisors
Indiana
$4M +$71.5K +1,412 +2%
KeyBank National Association
105
KeyBank National Association
Ohio
$3.97M -$27.8K -549 -0.7%
FC
106
Fjell Capital
North Dakota
$3.93M +$158K +3,118 +4%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$3.68M +$337K +6,657 +10%
KFS
108
Kelly Financial Services
Massachusetts
$3.66M +$525K +10,358 +17%
LPFG
109
Landing Point Financial Group
Ohio
$3.56M +$605K +11,941 +21%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$3.37M -$423K -8,358 -11%
WC
111
Waterloo Capital
Texas
$3.36M -$4.26M -84,151 -56%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$3.34M -$2.23M -44,109 -40%
GI
113
GLOBALT Investments
Georgia
$3.07M +$1.8M +35,464 +144%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$3.06M +$648K +12,792 +27%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$3M -$566K -11,164 -16%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$2.9M -$106K -2,087 -4%
CLOS
117
Compagnie Lombard Odier SCmA
Switzerland
$2.83M +$5.07K +100 +0.2%
FA
118
Financial Avengers
California
$2.79M +$770K +15,196 +39%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$2.68M +$2.66M +52,500 New
AWS
120
Atria Wealth Solutions
New York
$2.54M -$1.18M -23,300 -32%
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$2.44M +$590K +11,639 +32%
Mariner
122
Mariner
Kansas
$2.3M +$69.1K +1,363 +3%
CFGF
123
Compass Financial Group (Florida)
Florida
$2.26M +$1.93K +38 +0.1%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2.22M -$269K -5,318 -11%
SIM
125
Stratos Investment Management
Ohio
$2.16M +$32.8K +647 +2%

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.