USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

400 hedge funds and large institutions have $9.99B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 105 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$406K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$904M
2 +$88.7M
3 +$73M
4
Truist Financial
Truist Financial
North Carolina
+$72.3M
5
BlackRock
BlackRock
New York
+$69.2M

Top Sellers

1 -$137M
2 -$69.7M
3 -$40M
4
AWM
AE Wealth Management
Kansas
-$37.7M
5
Morgan Stanley
Morgan Stanley
New York
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
126
Transatlantique Private Wealth
New York
$1.83M
Fisher Asset Management
127
Fisher Asset Management
Washington
$1.79M
VFA
128
Valeo Financial Advisors
Indiana
$1.78M
TWM
129
Tolleson Wealth Management
Texas
$1.7M
GCA
130
Greenwood Capital Associates
South Carolina
$1.69M
Mariner
131
Mariner
Kansas
$1.65M
Creative Planning
132
Creative Planning
Kansas
$1.65M
BA
133
Bellwether Advisors
Nebraska
$1.54M
KPWS
134
Kestra Private Wealth Services
Texas
$1.51M
WA
135
WBH Advisory
Maryland
$1.43M
MIA
136
MMBG Investment Advisors
Florida
$1.43M
GWM
137
Geneos Wealth Management
Colorado
$1.38M
SFA
138
Sequoia Financial Advisors
Ohio
$1.38M
SFS
139
Sowell Financial Services
Arkansas
$1.29M
PIMG
140
Patriot Investment Management Group
Tennessee
$1.27M
UCFA
141
United Capital Financial Advisors
Texas
$1.21M
JWCA
142
J.W. Cole Advisors
Florida
$1.19M
IWC
143
Integrated Wealth Concepts
Massachusetts
$1.18M
SC
144
Saiph Capital
New Jersey
$1.16M
CS
145
Capital Square
Tennessee
$1.14M
VVP
146
Venture Visionary Partners
Ohio
$1.14M
WA
147
Waverly Advisors
Alabama
$1.13M
GRP
148
Global Retirement Partners
California
$1.13M
TA
149
TFB Advisors
Kansas
$1.1M
LSA
150
Lion Street Advisors
Texas
$1.06M