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iShares Broad USD Investment Grade Corporate Bond ETF

423 hedge funds and large institutions have $8.83B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 170 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 129

1.07% more ownership

Funds ownership: 67.49%68.56% (+1.1%)

3% more capital invested

Capital invested by funds: $8.59B → $8.83B (+$240M)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

3% less funds holding

Funds holding: 438423 (-15)

Holders
423
Holders Change
-15
Holders Change %
-3.42%
% of All Funds
5.67%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
49
Increased
170
Reduced
129
Closed
52
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Sequoia Financial Advisors
Ohio
$1.32M +$1.09M +21,604 +504%
WA
152
WBH Advisory
Maryland
$1.31M +$2.53K +50 +0.2%
PIMG
153
Patriot Investment Management Group
Tennessee
$1.28M +$7.29K +144 +0.6%
PP
154
Prudential plc
United Kingdom
$1.28M +$1.27M +25,000 New
PWM
155
Pines Wealth Management
North Carolina
$1.27M +$24.8K +489 +2%
YWM
156
Yukon Wealth Management
Kansas
$1.22M +$1.21M +23,912 New
BOSSRA
157
B.O.S.S. Retirement Advisors
Utah
$1.19M -$140K -2,760 -11%
AWA
158
Arete Wealth Advisors
Illinois
$1.18M +$292K +5,772 +33%
CWMGP
159
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.18M -$115K -2,275 -9%
Fisher Asset Management
160
Fisher Asset Management
Washington
$1.13M -$349K -6,892 -24%
VVP
161
Venture Visionary Partners
Ohio
$1.12M -$78.9K -1,558 -7%
DFA
162
DHK Financial Advisors
New Hampshire
$1.1M +$547K +10,800 +100%
DI
163
Diligent Investors
California
$1.08M -$73.1K -1,443 -6%
LSA
164
Lion Street Advisors
Texas
$1.08M -$760 -15 -0.1%
TA
165
TFB Advisors
Kansas
$1.07M -$59.3K -1,170 -5%
CS
166
Capital Square
Tennessee
$1.07M +$117K +2,305 +12%
LIM
167
Leavell Investment Management
Alabama
$1.06M -$15.2K -300 -1%
PS
168
Principal Securities
Iowa
$1.01M
SA
169
Sovran Advisors
California
$1M -$147K -2,902 -13%
IWC
170
Integrated Wealth Concepts
Massachusetts
$1,000K -$3.8K -75 -0.4%
AIM
171
Advyzon Investment Management
Illinois
$980K -$136K -2,687 -12%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$977K +$969K +19,120 New
C
173
Croban
Ohio
$976K -$386K -7,616 -29%
VHAM
174
Van Hulzen Asset Management
California
$920K +$41.4K +818 +5%
TCM
175
Triumph Capital Management
Colorado
$916K +$213K +4,200 +31%

USIG Hedge Fund Activity: Q1 2025 in Review

423 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q1 2025, worth a combined $8.83B — up 2.8% from $8.59B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of USIG and 49 opened new positions — a net loss of 3 holders — while 129 trimmed existing stakes and 170 added.

The largest buyer was Bank of America, adding an estimated $469M. The largest seller was Japan Science & Technology Agency, cutting an estimated $135M.

  • 423 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q1 2025, down from 438 in Q4 2024.
  • Funds reported $8.83B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q1 2025, up 2.8% quarter-over-quarter.
  • 49 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q1 2025 and 52 closed out, a net change of -3 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bank of America, an estimated $469M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q1 2025 was Japan Science & Technology Agency, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2025.