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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

420 hedge funds and large institutions have $10.9B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 164 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

31% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 125

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$874M)

4% more funds holding

Funds holding: 403 → 420 (+17)

0.54% more ownership

Funds ownership: 71.08% → 71.62% (+0.54%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
5.51%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
64
Increased
164
Reduced
125
Closed
38
Calls
$663K
Puts
–
Net Calls
+$663K
Net Calls Change
+$257K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
AssetMark Inc
AssetMark Inc
California
+$116M
3
Ameriprise
Ameriprise
Minnesota
+$79M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$72.9M
5
Wells Fargo
Wells Fargo
California
+$57.6M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$85.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.9M
3
KIM
Kestra Investment Management
Texas
-$32.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.62M
5
Franklin Resources
Franklin Resources
California
-$9.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
126
Summit Asset Management
Tennessee
$1.98M – – –
1L
127
10Elms LLP
Oklahoma
$1.97M -$20.9K -405 -1%
AWM
128
Arista Wealth Management
Nevada
$1.92M – – –
SEIA
129
Signature Estate & Investment Advisors
California
$1.91M +$12.7K +247 +0.7%
PAS
130
Park Avenue Securities
New York
$1.84M -$93.7K -1,816 -5%
VFA
131
Valeo Financial Advisors
Indiana
$1.84M +$24.1K +468 +1%
GCA
132
Greenwood Capital Associates
South Carolina
$1.73M +$17.9K +346 +1%
TWM
133
Tolleson Wealth Management
Texas
$1.66M -$62.5K -1,211 -4%
PP
134
Prudential plc
United Kingdom
$1.61M -$1.2M -23,231 -43%
BA
135
Bellwether Advisors
Nebraska
$1.56M -$1.65K -32 -0.1%
SA
136
Sovran Advisors
California
$1.54M +$1.26M +24,341 +478%
KPWS
137
Kestra Private Wealth Services
Texas
$1.5M -$35.1K -680 -2%
AIM
138
Advyzon Investment Management
Illinois
$1.47M +$424K +8,210 +41%
MIA
139
MMBG Investment Advisors
Florida
$1.45M – – –
WA
140
WBH Advisory
Maryland
$1.44M -$12.7K -247 -0.9%
Creative Planning
141
Creative Planning
Kansas
$1.4M -$278K -5,397 -17%
SFS
142
Sowell Financial Services
Arkansas
$1.38M +$61.6K +1,194 +5%
SFA
143
Sequoia Financial Advisors
Ohio
$1.37M -$29K -562 -2%
GRP
144
Global Retirement Partners
California
$1.35M +$201K +3,900 +18%
TA
145
TFB Advisors
Kansas
$1.32M +$203K +3,936 +18%
MYIA
146
Mount Yale Investment Advisors
Colorado
$1.32M +$1.3M +25,197 New
VAS
147
Vestmark Advisory Solutions
Massachusetts
$1.32M +$1.3M +25,197 New
HCA
148
Heck Capital Advisors
Wisconsin
$1.3M +$1.28M +24,891 New
PIMG
149
Patriot Investment Management Group
Tennessee
$1.27M -$14.7K -284 -1%
VVP
150
Venture Visionary Partners
Ohio
$1.2M +$43.6K +846 +4%
4 5
6
7 8

USIG Hedge Fund Activity: Q3 2025 in Review

420 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2025, worth a combined $10.9B — up 8.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new USIG positions and 38 closed out — a net gain of 26 holders — while 164 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was Japan Science & Technology Agency, cutting an estimated $85.1M.

  • 420 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2025, up from 403 in Q2 2025.
  • Funds reported $10.9B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2025, up 8.7% quarter-over-quarter.
  • 64 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2025 and 38 closed out, a net change of +26 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2025 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2025 was Japan Science & Technology Agency, an estimated $85.1M sold.

Based on aggregated 13F filings for Q3 2025.