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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
BCG
176
Breakwater Capital Group
New Jersey
$845K -$122K -2,359 -13%
AI
177
Atria Investments
North Carolina
$824K -$54.8K -1,061 -6%
SAW
178
Signal Advisors Wealth
Michigan
$822K +$807K +15,635 New
MBT
179
Montecito Bank & Trust
California
$792K
BPA
180
Beacon Pointe Advisors
California
$751K -$22K -427 -3%
RJT
181
Raymond James Trust
Florida
$746K -$11.9K -230 -2%
MSWMA
182
Market Street Wealth Management Advisors
Indiana
$728K
VHAM
183
Van Hulzen Asset Management
California
$721K +$36.1K +699 +5%
SCM
184
Seascape Capital Management
New Hampshire
$711K
FTS
185
Fifth Third Securities
Ohio
$704K -$389K -7,534 -36%
MMA
186
Miracle Mile Advisors
California
$702K
AWM
187
Apollon Wealth Management
South Carolina
$701K -$135K -2,619 -16%
EIA
188
Edgemoor Investment Advisors
Maryland
$700K +$77.4K +1,500 +13%
GVAG
189
Great Valley Advisor Group
Delaware
$681K +$213K +4,124 +47%
SIM
190
Stratos Investment Management
Ohio
$677K +$664K +12,873 New
MML Investors Services
191
MML Investors Services
Massachusetts
$671K +$65.5K +1,269 +11%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$644K +$632K +12,255 New
HighTower Advisors
193
HighTower Advisors
Illinois
$634K -$225K -4,353 -27%
Northern Trust
194
Northern Trust
Illinois
$628K +$41.1K +797 +7%
1WM
195
1900 Wealth Management
Texas
$625K -$109K -2,110 -15%
PFG
196
Peterson Financial Group
Iowa
$622K -$53.2K -1,030 -8%
DTC
197
Davidson Trust Company
Washington
$621K -$774 -15 -0.1%
AWM
198
Alterna Wealth Management
Texas
$600K
AWA
199
Arkadios Wealth Advisors
Georgia
$596K +$27.1K +525 +5%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$594K +$156K +3,018 +36%

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.