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iShares Broad USD Investment Grade Corporate Bond ETF

398 hedge funds and large institutions have $8.22B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

23% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 122

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

10% more capital invested

Capital invested by funds: $7.5B → $8.22B (+$721M)

1% more funds holding

Funds holding: 395398 (+3)

0.14% less ownership

Funds ownership: 67.27%67.13% (-0.14%)

Holders
398
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
5.72%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.36%
New
51
Increased
150
Reduced
122
Closed
46
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.64B +$99M +1,917,578 +7%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$712M +$29.9M +578,713 +4%
Ameriprise
3
Ameriprise
Minnesota
$511M +$32.6M +632,392 +7%
Truist Financial
4
Truist Financial
North Carolina
$394M +$577K +11,187 +0.1%
JSTA
5
Japan Science & Technology Agency
Japan
$380M
UBS Group
6
UBS Group
Switzerland
$346M -$5.3M -102,665 -2%
AssetMark Inc
7
AssetMark Inc
California
$315M +$7.19M +139,318 +2%
BlackRock
8
BlackRock
New York
$312M -$61M -1,182,358 -17%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$266M +$17.1M +331,910 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$263M +$13.9M +270,289 +6%
AF
11
Allworth Financial
California
$245M +$5.21M +100,871 +2%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$179M +$41.3M +799,466 +31%
Stifel Financial
13
Stifel Financial
Missouri
$176M +$5.08M +98,370 +3%
Franklin Resources
14
Franklin Resources
California
$141M +$141M +2,726,675 New
Morgan Stanley
15
Morgan Stanley
New York
$136M -$5.15M -99,855 -4%
VA
16
Valmark Advisers
Ohio
$128M +$4.28M +82,968 +4%
Asset Management One
17
Asset Management One
Japan
$118M +$5.81M +112,564 +5%
SEI Investments
18
SEI Investments
Pennsylvania
$113M -$39.2M -759,785 -26%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$92.7M -$6.51M -126,101 -7%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$73.9M +$1.19M +23,074 +2%
MG
21
Mather Group
Illinois
$67.1M +$3.27M +63,358 +5%
MFG
22
Merit Financial Group
Georgia
$65.3M -$4.6M -89,039 -7%
JP Morgan Chase
23
JP Morgan Chase
New York
$61.6M +$11.4M +219,971 +23%
LPL Financial
24
LPL Financial
California
$57.2M +$8.01M +155,146 +17%
VFA
25
Voya Financial Advisors
Connecticut
$51.7M -$1.57M -30,505 -3%

USIG Hedge Fund Activity: Q3 2024 in Review

398 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q3 2024, worth a combined $8.22B — up 9.6% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new USIG positions and 46 closed out — a net gain of 5 holders — while 150 added to existing stakes and 122 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $141M. The largest seller was BlackRock, cutting an estimated $61M.

  • 398 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $8.22B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 51 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +5 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q3 2024 was Franklin Resources, an estimated $141M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q3 2024 was BlackRock, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2024.