We are live on ! Find out more
USIG icon

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
SEIA
126
Signature Estate & Investment Advisors
California
$1.87M -$94.5K -1,869 -5%
TPW
127
Transatlantique Private Wealth
New York
$1.83M +$51.7K +1,023 +3%
Fisher Asset Management
128
Fisher Asset Management
Washington
$1.79M +$646K +12,783 +58%
VFA
129
Valeo Financial Advisors
Indiana
$1.78M +$158K +3,119 +10%
TWM
130
Tolleson Wealth Management
Texas
$1.7M +$262K +5,175 +19%
GCA
131
Greenwood Capital Associates
South Carolina
$1.69M +$1.66M +32,765 New
Mariner
132
Mariner
Kansas
$1.65M -$651K -12,876 -29%
Creative Planning
133
Creative Planning
Kansas
$1.65M -$3.34K -66 -0.2%
BA
134
Bellwether Advisors
Nebraska
$1.54M -$11.3K -224 -0.7%
KPWS
135
Kestra Private Wealth Services
Texas
$1.51M -$140K -2,763 -9%
WA
136
WBH Advisory
Maryland
$1.43M +$110K +2,175 +8%
MIA
137
MMBG Investment Advisors
Florida
$1.43M
GWM
138
Geneos Wealth Management
Colorado
$1.38M -$742K -14,686 -35%
SFA
139
Sequoia Financial Advisors
Ohio
$1.38M +$47.9K +947 +4%
SFS
140
Sowell Financial Services
Arkansas
$1.29M -$84.3K -1,669 -6%
PIMG
141
Patriot Investment Management Group
Tennessee
$1.27M -$25.3K -500 -2%
UCFA
142
United Capital Financial Advisors
Texas
$1.21M +$1.19M +23,506 New
JWCA
143
J.W. Cole Advisors
Florida
$1.19M +$380K +7,527 +48%
IWC
144
Integrated Wealth Concepts
Massachusetts
$1.18M +$173K +3,415 +17%
SC
145
Saiph Capital
New Jersey
$1.16M -$12.2M -241,297 -91%
CS
146
Capital Square
Tennessee
$1.14M +$81.2K +1,606 +8%
VVP
147
Venture Visionary Partners
Ohio
$1.14M +$5.76K +114 +0.5%
WA
148
Waverly Advisors
Alabama
$1.13M +$1.11M +22,045 New
GRP
149
Global Retirement Partners
California
$1.13M +$1.11M +21,970 New
TA
150
TFB Advisors
Kansas
$1.1M +$18.6K +368 +2%

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.