We are live on ! Find out more
USIG icon

iShares Broad USD Investment Grade Corporate Bond ETF

439 hedge funds and large institutions have $11.9B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 41

68% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 109

9% more capital invested

Capital invested by funds: $10.9B → $11.9B (+$1.02B)

4.92% more ownership

Funds ownership: 71.62%76.54% (+4.9%)

5% more funds holding

Funds holding: 419439 (+20)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
5.34%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
70
Increased
183
Reduced
109
Closed
41
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.62B +$111M +2,129,317 +4%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.33B +$52.2M +1,002,085 +4%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$979M +$71.2M +1,366,555 +8%
Ameriprise
4
Ameriprise
Minnesota
$820M +$232M +4,458,210 +39%
Truist Financial
5
Truist Financial
North Carolina
$516M +$29.5M +567,269 +6%
AssetMark Inc
6
AssetMark Inc
California
$500M +$10.1M +193,297 +2%
BlackRock
7
BlackRock
New York
$412M +$6.3M +120,922 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$406M +$33.1M +635,743 +9%
Stifel Financial
9
Stifel Financial
Missouri
$348M +$100M +1,928,945 +40%
AF
10
Allworth Financial
California
$300M +$9.16M +175,802 +3%
NDSIB
11
North Dakota State Investment Board
North Dakota
$271M +$273M +5,241,476 New
Franklin Resources
12
Franklin Resources
California
$255M +$6.67M +128,050 +3%
UBS Group
13
UBS Group
Switzerland
$210M +$4.53M +86,972 +2%
SEI Investments
14
SEI Investments
Pennsylvania
$165M +$4.88M +93,739 +3%
UBS AM
15
UBS AM
Illinois
$163M +$164M +3,151,959 New
VA
16
Valmark Advisers
Ohio
$153M +$1.28M +24,497 +0.8%
LPL Financial
17
LPL Financial
California
$146M +$13.6M +261,417 +10%
Morgan Stanley
18
Morgan Stanley
New York
$143M -$5.78M -110,892 -4%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$123M +$1.91M +36,696 +2%
Asset Management One
20
Asset Management One
Japan
$123M -$3.17M -60,865 -3%
Raymond James Financial
21
Raymond James Financial
Florida
$98.1M +$64.8M +1,244,378 +192%
Wells Fargo
22
Wells Fargo
California
$96.2M +$3.69M +70,862 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$81.2M +$6.01M +115,328 +8%
AWE
24
Avidian Wealth Enterprises
Texas
$79.1M +$4.97M +95,477 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
$75.1M +$1.44M +27,651 +2%