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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
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$2.15M -$1.64M -32,276 -43%
GWM
127
Geneos Wealth Management
Colorado
$2.12M +$1.89M +37,327 +881%
AG
128
Ascent Group
Virginia
$2.03M +$1.74M +34,251 +626%
NA
129
NewEdge Advisors
Louisiana
$2.02M +$406K +8,013 +25%
FSWA
130
Financial Synergies Wealth Advisors
Texas
$1.98M +$602K +11,876 +44%
SEIA
131
Signature Estate & Investment Advisors
California
$1.95M +$243K +4,796 +14%
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$1.94M -$38.5K -759 -2%
SAM
133
Summit Asset Management
Tennessee
$1.94M -$28.2K -556 -1%
KF
134
K2 Financial
California
$1.9M +$83.5K +1,648 +5%
EWA
135
EverSource Wealth Advisors
Alabama
$1.89M -$27.7K -547 -1%
PDL
136
Portfolio Design Labs
California
$1.89M +$14.8K +292 +0.8%
1L
137
10Elms LLP
Oklahoma
$1.88M +$92.1K +1,818 +5%
AWM
138
Arista Wealth Management
Nevada
$1.88M
TPW
139
Transatlantique Private Wealth
New York
$1.77M +$152K +2,992 +9%
FWIA
140
Fort Washington Investment Advisors
Ohio
$1.74M
FI
141
FWG Investments
Kentucky
$1.7M -$112K -2,211 -6%
Creative Planning
142
Creative Planning
Kansas
$1.65M +$76.3K +1,506 +5%
KPWS
143
Kestra Private Wealth Services
Texas
$1.64M +$234K +4,614 +17%
VFA
144
Valeo Financial Advisors
Indiana
$1.61M +$7.65K +151 +0.5%
FTS
145
Fifth Third Securities
Ohio
$1.59M -$78.8K -1,555 -5%
BA
146
Bellwether Advisors
Nebraska
$1.54M -$43.3K -855 -3%
TWM
147
Tolleson Wealth Management
Texas
$1.43M
MIA
148
MMBG Investment Advisors
Florida
$1.42M
SFS
149
Sowell Financial Services
Arkansas
$1.37M +$48K +947 +4%
SIM
150
Synergy Investment Management
Florida
$1.35M -$1.39M -27,429 -51%

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.