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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
Bank of America
1
Bank of America
North Carolina
$2.17B +$469M +9,259,859 +28%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$802M +$55.7M +1,099,507 +8%
Ameriprise
3
Ameriprise
Minnesota
$410M -$105M -2,081,112 -20%
Truist Financial
4
Truist Financial
North Carolina
$392M +$15.3M +301,571 +4%
AssetMark Inc
5
AssetMark Inc
California
$365M -$32.2M -635,952 -8%
UBS Group
6
UBS Group
Switzerland
$327M -$11.2M -221,018 -3%
BlackRock
7
BlackRock
New York
$291M -$7M -138,171 -2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$284M -$2.36M -46,556 -0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$283M +$22.6M +445,222 +9%
AF
10
Allworth Financial
California
$271M +$4.34M +85,715 +2%
JSTA
11
Japan Science & Technology Agency
Japan
$234M -$135M -2,656,311 -37%
Franklin Resources
12
Franklin Resources
California
$233M +$3.84M +75,825 +2%
Stifel Financial
13
Stifel Financial
Missouri
$226M +$8.69M +171,561 +4%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$176M +$458K +9,035 +0.3%
Morgan Stanley
15
Morgan Stanley
New York
$146M +$15.4M +303,575 +12%
VA
16
Valmark Advisers
Ohio
$137M +$6.8M +134,255 +5%
Asset Management One
17
Asset Management One
Japan
$116M +$4.56M +90,050 +4%
SEI Investments
18
SEI Investments
Pennsylvania
$112M -$255K -5,028 -0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$75.4M -$3.01M -59,346 -4%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$72.6M +$722K +14,260 +1%
MG
21
Mather Group
Illinois
$71.9M +$4.05M +79,907 +6%
JP Morgan Chase
22
JP Morgan Chase
New York
$68.6M +$4.11M +81,049 +6%
LPL Financial
23
LPL Financial
California
$67.9M +$8.58M +169,316 +15%
AWE
24
Avidian Wealth Enterprises
Texas
$65.1M +$11.9M +235,052 +23%
MFG
25
Merit Financial Group
Georgia
$58.8M -$8.14M -160,655 -12%

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.