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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

417 hedge funds and large institutions have $8.82B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 128 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
5.66%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
47
Increased
167
Reduced
128
Closed
52
Calls
$409K
Puts
–
Net Calls
+$409K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$473M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$56.2M
3
TC
Trilogy Capital
California
+$44.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$26.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.7M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$136M
2
Ameriprise
Ameriprise
Minnesota
-$104M
3
AssetMark Inc
AssetMark Inc
California
-$32.5M
4
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$29.1M
5
Jane Street
Jane Street
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Ascent Group
Virginia
$2.03M +$1.75M +34,251 +626%
NA
127
NewEdge Advisors
Louisiana
$2.02M +$409K +8,013 +25%
FSWA
128
Financial Synergies Wealth Advisors
Texas
$1.98M +$607K +11,876 +44%
SEIA
129
Signature Estate & Investment Advisors
California
$1.95M +$245K +4,796 +14%
GWMIA
130
Global Wealth Management Investment Advisory
Florida
$1.94M -$38.8K -759 -2%
SAM
131
Summit Asset Management
Tennessee
$1.94M -$28.4K -556 -1%
KF
132
K2 Financial
California
$1.9M +$82.3K +1,648 +5%
EWA
133
EverSource Wealth Advisors
Alabama
$1.89M -$27.9K -547 -1%
PDL
134
Portfolio Design Labs
California
$1.89M +$14.9K +292 +0.8%
1L
135
10Elms LLP
Oklahoma
$1.88M +$92.9K +1,818 +5%
AWM
136
Arista Wealth Management
Nevada
$1.88M – – –
TPW
137
Transatlantique Private Wealth
New York
$1.77M +$153K +2,992 +9%
FWIA
138
Fort Washington Investment Advisors
Ohio
$1.74M – – –
FI
139
FWG Investments
Kentucky
$1.7M -$113K -2,211 -6%
Creative Planning
140
Creative Planning
Kansas
$1.65M +$76.9K +1,506 +5%
KPWS
141
Kestra Private Wealth Services
Texas
$1.64M +$236K +4,614 +17%
VFA
142
Valeo Financial Advisors
Indiana
$1.61M +$7.71K +151 +0.5%
FTS
143
Fifth Third Securities
Ohio
$1.59M -$79.4K -1,555 -5%
BA
144
Bellwether Advisors
Nebraska
$1.54M -$43.7K -855 -3%
TWM
145
Tolleson Wealth Management
Texas
$1.43M – – –
MIA
146
MMBG Investment Advisors
Florida
$1.42M – – –
SFS
147
Sowell Financial Services
Arkansas
$1.37M +$48.4K +947 +4%
SIM
148
Synergy Investment Management
Florida
$1.35M -$1.4M -27,429 -51%
SFA
149
Sequoia Financial Advisors
Ohio
$1.32M +$1.1M +21,604 +504%
WA
150
WBH Advisory
Maryland
$1.31M +$2.55K +50 +0.2%
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