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iShares Broad USD Investment Grade Corporate Bond ETF

398 hedge funds and large institutions have $8.22B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

23% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 122

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

10% more capital invested

Capital invested by funds: $7.5B → $8.22B (+$721M)

1% more funds holding

Funds holding: 395398 (+3)

0.14% less ownership

Funds ownership: 67.27%67.13% (-0.14%)

Holders
398
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
5.72%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.36%
New
51
Increased
150
Reduced
122
Closed
46
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
151
Diligent Investors
California
$1.27M -$78.8K -1,526 -6%
WA
152
WBH Advisory
Maryland
$1.26M -$13.6K -263 -1%
AIA
153
Acute Investment Advisory
Arizona
$1.22M +$1.2M +23,203 New
AWA
154
Arete Wealth Advisors
Illinois
$1.22M +$411K +7,971 +53%
FAM
155
Family Asset Management
South Carolina
$1.18M -$16.2K -313 -1%
FIA
156
Foundations Investment Advisors
Arizona
$1.18M +$477K +9,234 +70%
P
157
&Partners
Tennessee
$1.17M +$1.15M +22,343 New
KPWS
158
Kestra Private Wealth Services
Texas
$1.16M -$19.9K -385 -2%
LSA
159
Lion Street Advisors
Texas
$1.14M
Fisher Asset Management
160
Fisher Asset Management
Washington
$1.1M -$1.59M -30,854 -60%
IWC
161
Integrated Wealth Concepts
Massachusetts
$1.07M -$187K -3,620 -15%
PIM
162
Penobscot Investment Management
Massachusetts
$1.07M -$400K -7,748 -28%
NCFG
163
New Century Financial Group
New Jersey
$1.06M -$57.5K -1,114 -5%
FA
164
Financial Avengers
California
$1.04M +$152K +2,938 +18%
PAG
165
Private Advisor Group
New Jersey
$1.02M -$197K -3,809 -16%
CS
166
Capital Square
Tennessee
$976K +$958K +18,555 New
KC
167
Kingfisher Capital
North Carolina
$972K -$70.8K -1,371 -7%
FSWA
168
Financial Synergies Wealth Advisors
Texas
$969K +$3.04K +59 +0.3%
SFS
169
Sowell Financial Services
Arkansas
$957K +$940K +18,205 New
BCM
170
Brookstone Capital Management
Illinois
$953K +$83.5K +1,618 +10%
Squarepoint
171
Squarepoint
New York
$939K -$980K -18,980 -52%
PS
172
Principal Securities
Iowa
$937K -$34.6K -671 -4%
UAG
173
United Advisor Group
Ohio
$913K +$896K +17,370 New
TA
174
TFB Advisors
Kansas
$900K +$21.9K +424 +3%
Creative Planning
175
Creative Planning
Kansas
$855K -$178K -3,450 -18%

USIG Hedge Fund Activity: Q3 2024 in Review

398 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2024, worth a combined $8.22B — up 9.6% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new USIG positions and 46 closed out — a net gain of 5 holders — while 150 added to existing stakes and 122 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $141M. The largest seller was BlackRock, cutting an estimated $61M.

  • 398 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $8.22B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 51 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +5 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2024 was Franklin Resources, an estimated $141M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2024 was BlackRock, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2024.