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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
CFGF
126
Compass Financial Group (Florida)
Florida
$2.32M +$91.1K +1,765 +4%
CFGS
127
Concourse Financial Group Securities
Alabama
$2.27M +$90.8K +1,760 +4%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$128K +2,480 +6%
Mariner
129
Mariner
Kansas
$2.19M -$9.5K -184 -0.4%
EWA
130
EverSource Wealth Advisors
Alabama
$2.08M +$330K +6,392 +19%
GWMIA
131
Global Wealth Management Investment Advisory
Florida
$2.08M +$12K +232 +0.6%
AWM
132
Arista Wealth Management
Nevada
$1.94M
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$1.9M
FI
134
FWG Investments
Kentucky
$1.85M +$8.05K +156 +0.4%
FWIA
135
Fort Washington Investment Advisors
Ohio
$1.79M +$431K +8,355 +33%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$1.72M -$54.4K -1,054 -3%
CCA
137
Cobblestone Capital Advisors
New York
$1.7M -$499K -9,668 -23%
TPW
138
Transatlantique Private Wealth
New York
$1.66M +$1.63M +31,620 New
BA
139
Bellwether Advisors
Nebraska
$1.65M -$10.7K -208 -0.7%
CAG
140
Csenge Advisory Group
Florida
$1.64M -$48.6K -941 -3%
VFA
141
Valeo Financial Advisors
Indiana
$1.62M +$39.3K +762 +3%
SEIA
142
Signature Estate & Investment Advisors
California
$1.52M +$278K +5,381 +23%
SF
143
Summit Financial
New Jersey
$1.48M -$198K -3,829 -12%
MIA
144
MMBG Investment Advisors
Florida
$1.46M +$1.43M +27,795 New
LIM
145
Leavell Investment Management
Alabama
$1.42M +$1.39M +26,955 New
TWM
146
Tolleson Wealth Management
Texas
$1.41M -$217K -4,209 -14%
GI
147
GLOBALT Investments
Georgia
$1.33M -$32.5K -629 -2%
PIMG
148
Patriot Investment Management Group
Tennessee
$1.31M +$2.06K +40 +0.2%
PAS
149
Park Avenue Securities
New York
$1.3M +$160K +3,107 +14%
VVP
150
Venture Visionary Partners
Ohio
$1.28M +$774 +15 +0.1%

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.