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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

397 hedge funds and large institutions have $9.99B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 105 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-20
Holders Change %
-4.8%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
53
Increased
173
Reduced
105
Closed
65
Calls
$406K
Puts
–
Net Calls
+$406K
Net Calls Change
-$3K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$904M
2
Ameriprise
Ameriprise
Minnesota
+$88.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
4
Truist Financial
Truist Financial
North Carolina
+$72.3M
5
BlackRock
BlackRock
New York
+$69.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$137M
2
MG
Mather Group
Illinois
-$69.7M
3
JSTA
Japan Science & Technology Agency
Japan
-$40M
4
AWM
AE Wealth Management
Kansas
-$37.7M
5
Morgan Stanley
Morgan Stanley
New York
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
Seascape Capital Management
New Hampshire
$714K +$61.8K +1,200 +9%
CPL
177
CAP Partners LLC
Tennessee
$698K -$50.2K -975 -7%
EIA
178
Edgemoor Investment Advisors
Maryland
$697K +$12.9K +250 +2%
CFS
179
CRA Financial Services
New Jersey
$697K -$86K -1,672 -11%
BCG
180
Breakwater Capital Group
New Jersey
$688K -$104K -2,021 -13%
MSWMA
181
Market Street Wealth Management Advisors
Indiana
$682K – – –
FIA
182
Foundations Investment Advisors
Arizona
$678K +$77.6K +1,508 +13%
CCA
183
Cobblestone Capital Advisors
New York
$675K -$12.1K -236 -2%
CGFA
184
Colton Groome Financial Advisors
North Carolina
$675K +$675K +13,114 New
PAG
185
Private Advisor Group
New Jersey
$664K +$217K +4,217 +49%
GSEP
186
Golden State Equity Partners
California
$658K +$874 +17 +0.1%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$653K +$110K +2,142 +20%
NAM
188
NTV Asset Management
West Virginia
$632K +$62.7K +1,218 +11%
AI
189
Atria Investments
North Carolina
$631K +$108K +2,107 +21%
SF
190
Summit Financial
New Jersey
$619K -$36.2K -704 -6%
AWM
191
Apollon Wealth Management
South Carolina
$599K -$69.6K -1,353 -10%
BCI
192
Brinker Capital Investments
Pennsylvania
$596K +$596K +11,592 New
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$595K +$15.4K +300 +3%
CIA
194
Concurrent Investment Advisors
Florida
$588K +$588K +11,438 New
AWM
195
Alterna Wealth Management
Texas
$587K – – –
YWM
196
Yukon Wealth Management
Kansas
$583K -$647K -12,573 -53%
BRWA
197
B. Riley Wealth Advisors
Florida
$571K +$571K +11,091 New
AWM
198
AE Wealth Management
Kansas
$563K -$37.7M -733,178 -99%
SS
199
SBI Securities
Japan
$559K +$260K +5,051 +87%
HighTower Advisors
200
HighTower Advisors
Illinois
$556K +$197K +3,837 +55%
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