iShares Broad USD Investment Grade Corporate Bond

USIG • NASDAQ

iShares Broad USD Investment Grade Corporate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 414 institutional investors hold shares in this ETF, with total holdings valued at $10.8B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $2.5B.

Overview

Overview of institutional ownership in USIG as of Q3 2025

All Institutions

Institutions: 414
Value Held: $10.8B
Shares Held: 208.2M
Avg Position: $26.2M
Median Position: $594.1K

Hedge Funds

Hedge Funds: 4
Value Held: $1.2M
Shares Held: 23.7K
Avg Position: $309.5K
Median Position: $240.1K

Biggest Investors

Institutions with the largest positions in USIG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$2.5B 0.19% of portfolio	48.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$1.3B 3.11% of portfolio	24.6M shares	Q3 2023 Held for 2y 2m	$41.2B
Empower Advisory Group, LLC RIA/Wealth	Tina Marie Wilson CEO	$916.5M 2.54% of portfolio	17.6M shares	Q1 2023 Held for 2y 8m	$36.1B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$579.8M 0.13% of portfolio	11.5M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$494.6M 1.06% of portfolio	9.5M shares	Q3 2013 Held for 12y 2m	$46.5B
BB&T CORP Institution	William H. Rogers, Jr. CEO	$490.9M 0.67% of portfolio	9.4M shares	Q3 2017 Held for 8y 2m	$73.6B
B BlackRock, Inc. Institution	-	$409.0M 0.01% of portfolio	7.8M shares	Q4 2015 Held for 9y 11m	$5.67T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$376.1M 0.11% of portfolio	7.2M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
Hanson McClain, Inc. RIA/Wealth	John Bradley Bunch CEO	$293.0M 1.30% of portfolio	5.6M shares	Q2 2021 Held for 4y 5m	$22.6B
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$251.0M 0.06% of portfolio	4.8M shares	Q3 2024 Held for 1y 2m	$395.56B

Net Capital Flow

Institutional buying and selling activity for USIG in Q3 2025

Net Flow: +$707.0M
Buyers: 171
Sellers: 162
Total Bought: +$955.0M
Total Sold: −$248.0M
Avg Position: $27.1M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$257.6M +4.9M shares	$2.5B 48.5M shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$117.6M +2.3M shares	$494.6M 9.5M shares
AMERIPRISE FINANCIAL INC Institution	+$77.1M +1.5M shares	$579.8M 11.5M shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	+$73.8M +1.4M shares	$1.3B 24.6M shares
WELLS FARGO & COMPANY/MN Institution	+$58.3M +1.1M shares	$93.3M 1.8M shares
Empower Advisory Group, LLC RIA/Wealth	+$53.9M +1.0M shares	$916.5M 17.6M shares
L LPL Financial LLC Institution	+$52.2M +1.0M shares	$133.6M 2.6M shares
B BlackRock, Inc. Institution	+$41.0M +786.1K shares	$409.0M 7.8M shares
MORGAN STANLEY RIA/Wealth	+$18.1M +347.1K shares	$149.7M 2.9M shares
S STIFEL FINANCIAL CORP Long Only Manager	+$16.9M +323.8K shares	$250.2M 4.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
J Japan Science & Technology Agency Institution	−$86.2M −1.7M shares	$112.3M 2.2M shares
G GCIC Ltd. Institution	−$64.7M −1.2M shares	$122.3M 2.3M shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	−$9.7M −186.5K shares	$30.1M 576.1K shares
FRANKLIN RESOURCES INC Institution	−$9.4M −179.5K shares	$251.0M 4.8M shares
N New Jersey Better Educational Savings Trust Institution	−$8.7M −165.7K shares	$27.8M 533.2K shares
H HSBC HOLDINGS PLC Institution	−$8.2M −157.5K shares	$4.8M 91.6K shares
Strategic Investment Advisors / MI RIA/Wealth	−$8.2M −156.1K shares	$43.1K 826.0 shares
CNO Financial Group, Inc. Institution	−$7.7M −150.0K shares	Sold Off 0 shares
BARTLETT & CO. WEALTH MANAGEMENT LLC RIA/Wealth	−$6.2M −119.1K shares	$8.2M 157.3K shares
Simplicity Wealth,LLC RIA/Wealth	−$2.8M −53.8K shares	$6.6M 126.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited USIG in Q3 2025

New Positions: 30
New Value: $9.1M
Exited Positions: 40
Exited Value: $14.4M

New Positions

Institution	Position Value
Archford Capital Strategies, LLC RIA/Wealth	$4.7M 90.9K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$1.3M 25.2K shares
M MEMBERS Trust Co Institution	$829.3K 15.9K shares
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth	$315.1K 6.0K shares
True North Advisors, LLC RIA/Wealth	$286.4K 5.5K shares
Equitable Holdings, Inc. Institution	$286.2K 5.5K shares
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy	$254.4K 4.9K shares
R Root Financial Partners, LLC RIA/Wealth	$252.3K 4.8K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$225.9K 4.3K shares
S Strategic Wealth Partners, Ltd. RIA/Wealth	$115.0K 2.2K shares

Exited Positions

Institution	Previous Position
CNO Financial Group, Inc. Institution	$7.7M 150.0K shares
LEAVELL INVESTMENT MANAGEMENT, INC. RIA/Wealth	$1.0M 20.1K shares
Forefront Analytics, LLC RIA/Wealth	$936.9K 18.2K shares
F FLOW TRADERS U.S. LLC Institution	$795.2K 15.5K shares
C CLS Investments, LLC Institution	$596.3K 11.6K shares
T TOWNSQUARE CAPITAL LLC RIA/Wealth	$441.5K 8.6K shares
New Century Financial Group, LLC RIA/Wealth	$372.4K 7.2K shares
S Strategic Financial Concepts, LLC RIA/Wealth	$360.2K 7.0K shares
Optivise Advisory Services LLC RIA/Wealth	$326.6K 6.3K shares
Waterloo Capital, L.P. RIA/Wealth	$310.3K 6.0K shares

Options Activity

Institutions with the largest Call and Put options positions in USIG as of Q3 2025

Call Positions: 2
Call Value: $663.2K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$402.1K 77.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$261.1K 50.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with USIG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
N New Jersey Better Educational Savings Trust Institution	-	47.20% $27.8M	533.2K shares	Q2 2024 Held for 1y 5m	$59.0M
S Santa Clara Valley Transportation Authority Institution	-	21.10% $25.2M	482.0K shares	Q3 2024 Held for 1y 2m	$119.3M
Sensible Financial Planning & Management, LLC. RIA/Wealth	Jr. Frederick Miller CEO	13.35% $73.5M	1.4M shares	Q1 2022 Held for 3y 8m	$550.7M
L Long Run Wealth Advisors, LLC RIA/Wealth	Lynn Marie Magnus Partner	11.96% $61.0M	1.2M shares	Q3 2022 Held for 3y 2m	$509.5M
Cosner Financial Group, LLC RIA/Wealth	Ryan Patrick Cosner Managing Partner	9.76% $18.1M	347.5K shares	Q3 2023 Held for 2y 2m	$186.0M
Trivant Custom Portfolio Group, LLC RIA/Wealth	David Anthony Twibell President	5.19% $9.3M	177.3K shares	Q1 2023 Held for 2y 8m	$178.5M
Voya Financial Advisors, Inc. RIA/Wealth	Bruce Alan Dehaan President	4.40% $45.6M	872.5K shares	Q4 2023 Held for 1y 11m	$1.0B
Fjell Capital, LLC RIA/Wealth	Thomas Martin Stadum CEO	3.81% $4.3M	82.8K shares	Q4 2024 Held for 11 months	$113.6M
IVC Wealth Advisors LLC RIA/Wealth	Ronald Jack Joyce President	3.47% $7.8M	148.5K shares	Q4 2020 Held for 4y 11m	$223.8M
M Motiv8 Investments LLC RIA/Wealth	Michael Gerald Terrio President	3.22% $6.0M	115.7K shares	Q4 2023 Held for 1y 11m	$187.8M

Hedge Fund Spotlight

Discover hedge funds investing in USIG

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in iShares Broad USD Investment Grade Corporate Bond

Market Value: $254.4K
Shares Held: 4.9K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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