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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
SS
201
SBI Securities
Japan
$559K +$255K +5,051 +87%
HighTower Advisors
202
HighTower Advisors
Illinois
$556K +$194K +3,837 +55%
DFA
203
DHK Financial Advisors
New Hampshire
$556K -$546K -10,800 -50%
1WM
204
1900 Wealth Management
Texas
$552K -$253 -5 -0%
PNAA
205
Pictet North America Advisors
Switzerland
$547K +$538K +10,640 New
CWM
206
Cahaba Wealth Management
Georgia
$537K +$6.07K +120 +1%
CFA
207
Cahill Financial Advisors
Minnesota
$536K +$527K +10,419 New
SF
208
Synovus Financial
Georgia
$525K +$7.88K +156 +2%
AWA
209
Arete Wealth Advisors
Illinois
$523K -$655K -12,962 -56%
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
$523K +$140K +2,778 +38%
CIAS
211
Capital Investment Advisory Services
North Carolina
$520K +$148K +2,922 +41%
UAG
212
United Advisor Group
Ohio
$516K +$271K +5,369 +115%
EWA
213
Exencial Wealth Advisors
Oklahoma
$507K +$201K +3,983 +68%
SIM
214
Synergy Investment Management
Florida
$504K -$840K -16,615 -63%
KOC
215
Koss-Olinger Consulting
Florida
$481K +$1.11K +22 +0.2%
VFG
216
Valley Financial Group
Pennsylvania
$480K +$1.31K +26 +0.3%
MCM
217
MAI Capital Management
Ohio
$476K +$17.6K +349 +4%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$461K +$95.6K +1,891 +27%
SAW
219
Signal Advisors Wealth
Michigan
$458K -$386K -7,643 -46%
WIA
220
World Investment Advisors
California
$456K -$51K -1,010 -10%
WFAG
221
Wescott Financial Advisory Group
Pennsylvania
$455K +$2.43K +48 +0.5%
TC
222
TownSquare Capital
Utah
$441K -$56.5K -1,117 -12%
Lido Advisors
223
Lido Advisors
California
$439K
LWM
224
Lyell Wealth Management
California
$419K -$84.1K -1,665 -17%
PWM
225
Perigon Wealth Management
California
$417K +$36K +713 +10%

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.