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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
BPA
176
Beacon Pointe Advisors
California
$719K -$11.7K -232 -2%
GWMR
177
GC Wealth Management RIA
Massachusetts
$718K +$48.8K +965 +7%
SCM
178
Seascape Capital Management
New Hampshire
$714K +$60.6K +1,200 +9%
CPL
179
CAP Partners LLC
Tennessee
$698K -$49.3K -975 -7%
EIA
180
Edgemoor Investment Advisors
Maryland
$697K +$12.6K +250 +2%
CFS
181
CRA Financial Services
New Jersey
$697K -$84.5K -1,672 -11%
BCG
182
Breakwater Capital Group
New Jersey
$688K -$102K -2,021 -13%
MSWMA
183
Market Street Wealth Management Advisors
Indiana
$682K
FIA
184
Foundations Investment Advisors
Arizona
$678K +$76.2K +1,508 +13%
CCA
185
Cobblestone Capital Advisors
New York
$675K -$11.9K -236 -2%
CGFA
186
Colton Groome Financial Advisors
North Carolina
$675K +$663K +13,114 New
PAG
187
Private Advisor Group
New Jersey
$664K +$213K +4,217 +49%
GSEP
188
Golden State Equity Partners
California
$658K +$859 +17 +0.1%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$653K +$108K +2,142 +20%
NAM
190
NTV Asset Management
West Virginia
$632K +$61.6K +1,218 +11%
AI
191
Atria Investments
North Carolina
$631K +$106K +2,107 +21%
SF
192
Summit Financial
New Jersey
$619K -$35.6K -704 -6%
AWM
193
Apollon Wealth Management
South Carolina
$599K -$68.4K -1,353 -10%
BCI
194
Brinker Capital Investments
Pennsylvania
$596K +$586K +11,592 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$595K +$15.2K +300 +3%
CIA
196
Concurrent Investment Advisors
Florida
$588K +$578K +11,438 New
AWM
197
Alterna Wealth Management
Texas
$587K
YWM
198
Yukon Wealth Management
Kansas
$583K -$635K -12,573 -53%
BRWA
199
B. Riley Wealth Advisors
Florida
$571K +$561K +11,091 New
AWM
200
AE Wealth Management
Kansas
$563K -$37.1M -733,178 -99%

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.