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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
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$3.15M +$129K +2,558 +4%
State Farm Mutual Automobile Insurance
102
State Farm Mutual Automobile Insurance
Illinois
$3.13M +$2.39M +47,353 +350%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$3.1M +$20K +396 +0.7%
Renaissance Technologies
104
Renaissance Technologies
New York
$2.85M +$2.47M +48,900 +752%
CLOS
105
Compagnie Lombard Odier SCmA
Switzerland
$2.83M -$15.2K -300 -0.5%
PP
106
Prudential plc
United Kingdom
$2.78M +$1.47M +29,000 +116%
GI
107
GLOBALT Investments
Georgia
$2.78M -$311K -6,158 -10%
NA
108
NewEdge Advisors
Louisiana
$2.7M +$648K +12,831 +32%
MG
109
Mather Group
Illinois
$2.68M -$68.5M -1,355,875 -96%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.47M +$300K +5,929 +14%
FSWA
111
Financial Synergies Wealth Advisors
Texas
$2.46M +$457K +9,036 +23%
KF
112
K2 Financial
California
$2.43M +$495K +9,787 +26%
SIM
113
Stratos Investment Management
Ohio
$2.31M +$132K +2,616 +6%
FTS
114
Fifth Third Securities
Ohio
$2.29M +$669K +13,238 +42%
CFGF
115
Compass Financial Group (Florida)
Florida
$2.23M -$41.6K -824 -2%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$2.2M -$31.7K -627 -1%
EWA
117
EverSource Wealth Advisors
Alabama
$2.12M +$207K +4,091 +11%
AWS
118
Atria Wealth Solutions
New York
$2.01M -$538K -10,655 -21%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$1.99M -$459K -9,082 -19%
FWIA
120
Fort Washington Investment Advisors
Ohio
$1.98M +$229K +4,539 +13%
1L
121
10Elms LLP
Oklahoma
$1.96M +$63.7K +1,260 +3%
SAM
122
Summit Asset Management
Tennessee
$1.95M
BS
123
Banco Santander
Spain
$1.93M -$12.9M -256,161 -87%
PAS
124
Park Avenue Securities
New York
$1.91M +$1.88M +37,139 New
AWM
125
Arista Wealth Management
Nevada
$1.89M

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.