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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
Bank of America
1
Bank of America
North Carolina
$2.24B +$48.6M +962,124 +2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.19B +$891M +17,621,424 +317%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$850M +$41.5M +821,669 +5%
Ameriprise
4
Ameriprise
Minnesota
$510M +$87.7M +1,735,043 +21%
Truist Financial
5
Truist Financial
North Carolina
$467M +$71M +1,405,516 +18%
AssetMark Inc
6
AssetMark Inc
California
$371M +$3.27M +64,606 +0.9%
BlackRock
7
BlackRock
New York
$362M +$68M +1,346,127 +24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$358M +$71.7M +1,418,849 +26%
AF
9
Allworth Financial
California
$281M +$4.75M +93,891 +2%
Franklin Resources
10
Franklin Resources
California
$256M +$21M +415,425 +9%
Stifel Financial
11
Stifel Financial
Missouri
$230M +$2.3M +45,458 +1%
JSTA
12
Japan Science & Technology Agency
Japan
$195M -$39.3M -778,000 -17%
UBS Group
13
UBS Group
Switzerland
$192M -$135M -2,665,974 -42%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$184M +$6.64M +131,444 +4%
SEI Investments
15
SEI Investments
Pennsylvania
$155M +$41.4M +818,864 +37%
VA
16
Valmark Advisers
Ohio
$143M +$4.5M +89,026 +3%
Morgan Stanley
17
Morgan Stanley
New York
$130M -$17.3M -341,565 -12%
Asset Management One
18
Asset Management One
Japan
$114M -$3M -59,446 -3%
KIM
19
Kestra Investment Management
Texas
$80.6M +$41.3M +817,152 +108%
LPL Financial
20
LPL Financial
California
$80.1M +$11.5M +227,939 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.1M +$136K +2,686 +0.2%
SFPM
22
Sensible Financial Planning & Management
Massachusetts
$71.6M -$1.43M -28,308 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$70.8M +$1.72M +34,085 +3%
AWE
24
Avidian Wealth Enterprises
Texas
$70M +$4.38M +86,746 +7%
MFG
25
Merit Financial Group
Georgia
$61.9M +$2.56M +50,749 +4%

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.