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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
LSA
151
Lion Street Advisors
Texas
$1.06M -$24.6K -487 -2%
DI
152
Diligent Investors
California
$1.04M -$50.2K -993 -5%
LIM
153
Leavell Investment Management
Alabama
$1.03M -$32.9K -650 -3%
SAM
154
Smartleaf Asset Management
Massachusetts
$1.03M +$119K +2,358 +13%
AIM
155
Advyzon Investment Management
Illinois
$1.03M +$38.8K +768 +4%
AFG
156
Atomi Financial Group
New York
$1.02M +$765K +15,137 +319%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$1.02M +$1M +19,815 New
PS
158
Principal Securities
Iowa
$1.01M -$21.7K -430 -2%
PWM
159
Pines Wealth Management
North Carolina
$986K -$319K -6,318 -25%
VHAM
160
Van Hulzen Asset Management
California
$951K +$23.8K +471 +3%
TCM
161
Triumph Capital Management
Colorado
$946K +$23.4K +464 +3%
C
162
Croban
Ohio
$937K -$44.9K -888 -5%
PIM
163
Penobscot Investment Management
Massachusetts
$903K +$45.5K +900 +5%
CP
164
Cumberland Partners
Ontario, Canada
$860K +$209K +4,135 +33%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$850K +$359K +7,099 +75%
AWA
166
Arkadios Wealth Advisors
Georgia
$831K +$19.7K +390 +2%
CAG
167
Csenge Advisory Group
Florida
$803K +$145K +2,876 +22%
Cerity Partners
168
Cerity Partners
New York
$801K -$6.02M -119,134 -88%
FTUS
169
Flow Traders U.S.
New York
$795K -$3.39M -67,081 -81%
GVAG
170
Great Valley Advisor Group
Delaware
$781K +$17.9K +355 +2%
WA
171
Wealthstar Advisors
Texas
$776K -$8.54K -169 -1%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$760K +$38.2K +756 +5%
BCM
173
Brookstone Capital Management
Illinois
$758K -$8.14K -161 -1%
DTC
174
Davidson Trust Company
Washington
$741K +$7.08K +140 +1%
Northern Trust
175
Northern Trust
Illinois
$735K +$92.4K +1,829 +15%

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.