We are live on ! Find out more
USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF
USIG

420 hedge funds and large institutions have $10.9B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 164 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

31% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 125

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$874M)

4% more funds holding

Funds holding: 403 → 420 (+17)

0.54% more ownership

Funds ownership: 71.08% → 71.62% (+0.54%)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
5.51%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
64
Increased
164
Reduced
125
Closed
38
Calls
$663K
Puts
–
Net Calls
+$663K
Net Calls Change
+$257K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$255M
2
AssetMark Inc
AssetMark Inc
California
+$116M
3
Ameriprise
Ameriprise
Minnesota
+$79M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$72.9M
5
Wells Fargo
Wells Fargo
California
+$57.6M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$85.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.9M
3
KIM
Kestra Investment Management
Texas
-$32.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.62M
5
Franklin Resources
Franklin Resources
California
-$9.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
201
Great Valley Advisor Group
Delaware
$651K -$140K -2,704 -18%
NAM
202
NTV Asset Management
West Virginia
$649K +$7.53K +146 +1%
HighTower Advisors
203
HighTower Advisors
Illinois
$638K +$72.5K +1,406 +13%
DZ Bank
204
DZ Bank
Germany
$633K +$626K +12,131 New
UAG
205
United Advisor Group
Ohio
$612K +$87.3K +1,693 +17%
CIA
206
Concurrent Investment Advisors
Florida
$611K +$13.7K +265 +2%
FIA
207
Foundations Investment Advisors
Arizona
$606K -$81.3K -1,575 -12%
VFG
208
Valley Financial Group
Pennsylvania
$603K +$114K +2,212 +24%
AWM
209
AE Wealth Management
Kansas
$599K +$27.3K +529 +5%
AWM
210
Alterna Wealth Management
Texas
$596K – – –
YWM
211
Yukon Wealth Management
Kansas
$592K – – –
Corient Private Wealth
212
Corient Private Wealth
Florida
$578K +$169K +3,275 +42%
EWA
213
Exencial Wealth Advisors
Oklahoma
$562K +$46.1K +893 +9%
1WM
214
1900 Wealth Management
Texas
$561K – – –
AI
215
Atria Investments
North Carolina
$560K -$79.9K -1,548 -13%
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$552K +$21.3K +412 +4%
CWM
217
Cahaba Wealth Management
Georgia
$552K +$6.29K +122 +1%
SF
218
Synovus Financial
Georgia
$545K +$11.7K +227 +2%
CFA
219
Cahill Financial Advisors
Minnesota
$542K -$2.27K -44 -0.4%
PNAA
220
Pictet North America Advisors
Switzerland
$529K -$26.3K -510 -5%
SS
221
SBI Securities
Japan
$515K -$51.5K -998 -9%
CFGA
222
Cambridge Financial Group (Arizona)
Arizona
$513K +$507K +9,827 New
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$512K -$91K -1,764 -15%
PWM
224
Perigon Wealth Management
California
$497K +$72.6K +1,408 +17%
AWM
225
Apollon Wealth Management
South Carolina
$493K -$114K -2,208 -19%
7 8
9
10 11

USIG Hedge Fund Activity: Q3 2025 in Review

420 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2025, worth a combined $10.9B — up 8.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new USIG positions and 38 closed out — a net gain of 26 holders — while 164 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was Japan Science & Technology Agency, cutting an estimated $85.1M.

  • 420 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2025, up from 403 in Q2 2025.
  • Funds reported $10.9B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2025, up 8.7% quarter-over-quarter.
  • 64 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2025 and 38 closed out, a net change of +26 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2025 was Bank of America, an estimated $255M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2025 was Japan Science & Technology Agency, an estimated $85.1M sold.

Based on aggregated 13F filings for Q3 2025.