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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

417 hedge funds and large institutions have $8.82B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 128 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
5.66%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
47
Increased
167
Reduced
128
Closed
52
Calls
$409K
Puts
–
Net Calls
+$409K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$473M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$56.2M
3
TC
Trilogy Capital
California
+$44.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$26.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.7M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$136M
2
Ameriprise
Ameriprise
Minnesota
-$104M
3
AssetMark Inc
AssetMark Inc
California
-$32.5M
4
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$29.1M
5
Jane Street
Jane Street
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.17B +$473M +9,259,859 +28%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$802M +$56.2M +1,099,507 +8%
Ameriprise
3
Ameriprise
Minnesota
$410M -$104M -2,081,112 -20%
Truist Financial
4
Truist Financial
North Carolina
$392M +$15.4M +301,571 +4%
AssetMark Inc
5
AssetMark Inc
California
$365M -$32.5M -635,952 -8%
UBS Group
6
UBS Group
Switzerland
$327M -$11.3M -221,018 -3%
BlackRock
7
BlackRock
New York
$291M -$7.06M -138,171 -2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$284M -$2.38M -46,556 -0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$283M +$22.7M +445,222 +9%
AF
10
Allworth Financial
California
$271M +$4.34M +85,715 +2%
JSTA
11
Japan Science & Technology Agency
Japan
$234M -$136M -2,656,311 -37%
Franklin Resources
12
Franklin Resources
California
$233M +$3.87M +75,825 +2%
Stifel Financial
13
Stifel Financial
Missouri
$226M +$8.76M +171,561 +4%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$176M +$462K +9,035 +0.3%
Morgan Stanley
15
Morgan Stanley
New York
$146M +$15.5M +303,575 +12%
VA
16
Valmark Advisers
Ohio
$137M +$6.86M +134,255 +5%
Asset Management One
17
Asset Management One
Japan
$116M +$4.6M +90,050 +4%
SEI Investments
18
SEI Investments
Pennsylvania
$112M -$257K -5,028 -0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$75.4M -$3.03M -59,346 -4%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$72.6M +$728K +14,260 +1%
MG
21
Mather Group
Illinois
$71.9M +$4.08M +79,907 +6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$68.6M +$4.14M +81,049 +6%
LPL Financial
23
LPL Financial
California
$67.9M +$8.65M +169,316 +15%
AWE
24
Avidian Wealth Enterprises
Texas
$65.1M +$12M +235,052 +23%
MFG
25
Merit Financial Group
Georgia
$58.8M -$8.21M -160,655 -12%
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