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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
GWMR
201
GC Wealth Management RIA
Massachusetts
$664K +$306K +6,034 +87%
GSEP
202
Golden State Equity Partners
California
$653K -$472K -9,316 -42%
CAG
203
Csenge Advisory Group
Florida
$651K -$977K -19,275 -60%
SF
204
Summit Financial
New Jersey
$651K -$303K -5,973 -32%
SCM
205
Seascape Capital Management
New Hampshire
$647K -$43.1K -850 -6%
GS
206
GWN Securities
Florida
$644K +$651K +12,847 New
GAA
207
Global Assets Advisory
Florida
$644K +$432K +8,524 +200%
T
208
Transce3nd
Texas
$643K +$43.5K +859 +7%
CP
209
Cumberland Partners
Ontario, Canada
$642K +$81.3K +1,605 +15%
Northern Trust
210
Northern Trust
Illinois
$637K -$76.7K -1,513 -11%
MGWM
211
Marks Group Wealth Management
Minnesota
$623K +$618K +12,190 New
FIA
212
Foundations Investment Advisors
Arizona
$596K -$365K -7,198 -38%
AWM
213
Alterna Wealth Management
Texas
$583K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$576K +$120K +2,367 +27%
NAM
215
NTV Asset Management
West Virginia
$565K +$16.9K +333 +3%
1WM
216
1900 Wealth Management
Texas
$549K +$253 +5 +0%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$540K +$264K +5,211 +97%
CWM
218
Cahaba Wealth Management
Georgia
$528K +$4K +79 +0.8%
AI
219
Atria Investments
North Carolina
$519K -$37.8K -747 -7%
SF
220
Synovus Financial
Georgia
$513K +$200K +3,957 +65%
Corient Private Wealth
221
Corient Private Wealth
Florida
$510K +$185K +3,642 +57%
WIA
222
World Investment Advisors
California
$505K +$62.1K +1,225 +14%
LWM
223
Lyell Wealth Management
California
$501K
TC
224
TownSquare Capital
Utah
$495K +$491K +9,699 New
PA
225
PFG Advisors
Arizona
$488K +$24.8K +490 +5%

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.