USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

417 hedge funds and large institutions have $8.82B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 128 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
5.66%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
47
Increased
167
Reduced
128
Closed
52
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
201
Csenge Advisory Group
Florida
$651K -$970K -19,275 -60%
SF
202
Summit Financial
New Jersey
$651K -$305K -5,973 -32%
SCM
203
Seascape Capital Management
New Hampshire
$647K -$43.4K -850 -6%
GS
204
GWN Securities
Florida
$644K +$644K +12,847 New
GAA
205
Global Assets Advisory
Florida
$644K +$429K +8,524 +200%
T
206
Transce3nd
Texas
$643K +$43.9K +859 +7%
CP
207
Cumberland Partners
Ontario, Canada
$642K +$82K +1,605 +15%
Northern Trust
208
Northern Trust
Illinois
$637K -$77.3K -1,513 -11%
MGWM
209
Marks Group Wealth Management
Minnesota
$623K +$623K +12,190 New
FIA
210
Foundations Investment Advisors
Arizona
$596K -$368K -7,198 -38%
AWM
211
Alterna Wealth Management
Texas
$583K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$576K +$121K +2,367 +27%
NAM
213
NTV Asset Management
West Virginia
$565K +$17K +333 +3%
1WM
214
1900 Wealth Management
Texas
$549K +$255 +5 +0%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$540K +$266K +5,211 +97%
CWM
216
Cahaba Wealth Management
Georgia
$528K +$4.04K +79 +0.8%
AI
217
Atria Investments
North Carolina
$519K -$38.2K -747 -7%
SF
218
Synovus Financial
Georgia
$513K +$202K +3,957 +65%
Corient Private Wealth
219
Corient Private Wealth
Florida
$510K +$186K +3,642 +57%
WIA
220
World Investment Advisors
California
$505K +$62.6K +1,225 +14%
LWM
221
Lyell Wealth Management
California
$501K
TC
222
TownSquare Capital
Utah
$495K +$495K +9,699 New
PA
223
PFG Advisors
Arizona
$488K +$25K +490 +5%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$481K -$26.9K -526 -5%
KOC
225
Koss-Olinger Consulting
Florida
$476K +$476K +9,327 New