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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
SAM
176
Smartleaf Asset Management
Massachusetts
$903K +$258K +5,094 +40%
MML Investors Services
177
MML Investors Services
Massachusetts
$869K +$135K +2,667 +19%
PIM
178
Penobscot Investment Management
Massachusetts
$851K -$167K -3,300 -17%
SAW
179
Signal Advisors Wealth
Michigan
$845K +$18.2K +359 +2%
AWA
180
Arkadios Wealth Advisors
Georgia
$806K +$24.9K +491 +3%
JWCA
181
J.W. Cole Advisors
Florida
$795K +$417K +8,229 +112%
BCG
182
Breakwater Capital Group
New Jersey
$786K -$98.9K -1,953 -11%
WA
183
Wealthstar Advisors
Texas
$779K -$24.2K -477 -3%
CFS
184
CRA Financial Services
New Jersey
$777K +$5.17K +102 +0.7%
BCM
185
Brookstone Capital Management
Illinois
$760K -$52.9K -1,045 -7%
MBT
186
Montecito Bank & Trust
California
$760K
GVAG
187
Great Valley Advisor Group
Delaware
$757K +$40.2K +794 +6%
CPL
188
CAP Partners LLC
Tennessee
$743K -$39.8K -785 -5%
DTC
189
Davidson Trust Company
Washington
$729K +$4.71K +93 +0.7%
BPA
190
Beacon Pointe Advisors
California
$725K +$2.53K +50 +0.4%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$716K +$31.1K +614 +5%
MMA
192
Miracle Mile Advisors
California
$715K +$32.5K +641 +5%
IAA
193
Independent Advisor Alliance
North Carolina
$713K +$502K +9,918 +245%
Q1WB
194
Quest 10 Wealth Builders
Virginia
$693K +$12.4K +244 +2%
State Farm Mutual Automobile Insurance
195
State Farm Mutual Automobile Insurance
Illinois
$691K +$605K +11,948 +757%
OMC
196
Old Mission Capital
Illinois
$686K +$680K +13,430 New
CCA
197
Cobblestone Capital Advisors
New York
$683K -$133K -2,625 -16%
EIA
198
Edgemoor Investment Advisors
Maryland
$680K
MSWMA
199
Market Street Wealth Management Advisors
Indiana
$677K -$30.2K -596 -4%
AWM
200
Apollon Wealth Management
South Carolina
$664K -$49.4K -976 -7%

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.