iShares Broad USD Investment Grade Corporate Bond ETF
USIG
438 hedge funds and large institutions have $8.59B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 112 reducing their positions, and 29 closing their positions.
172% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 29
46% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 112
10% more funds holding
Funds holding: 398 → 438 (+40)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
5% more capital invested
Capital invested by funds: $8.22B → $8.59B (+$373M)
0.35% more ownership
Funds ownership: 67.13% → 67.49% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$107M |
| 2 |
AssetMark Inc
Concord,
California
|
+$92.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$90.6M |
| 4 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$54.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$28.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$20.5M |
| 3 |
Bank of New York Mellon
New York
|
-$11.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$10.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$8.75M |
USIG Hedge Fund Activity: Q4 2024 in Review
438 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2024, worth a combined $8.59B — up 4.5% from $8.22B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new USIG positions and 29 closed out — a net gain of 50 holders — while 163 added to existing stakes and 112 trimmed.
The largest buyer was Bank of America, adding an estimated $107M. The largest seller was NewEdge Wealth, cutting an estimated $28.4M.
- 438 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2024, up from 398 in Q3 2024.
- Funds reported $8.59B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
- 79 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2024 and 29 closed out, a net change of +50 holders.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2024 was Bank of America, an estimated $107M added.
- The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2024 was NewEdge Wealth, an estimated $28.4M sold.
Based on aggregated 13F filings for Q4 2024.