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iShares Broad USD Investment Grade Corporate Bond ETF

397 hedge funds and large institutions have $9.99B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 172 increasing their positions, 105 reducing their positions, and 63 closing their positions.

Holders
397
Holders Change
-20
Holders Change %
-4.8%
% of All Funds
5.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
53
Increased
172
Reduced
105
Closed
63
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.24B 43,524,258 +962,124 +2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.19B 23,177,950 +17,621,424 +317%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$850M 16,517,713 +821,669 +5%
Ameriprise
4
Ameriprise
Minnesota
$510M 9,978,176 +1,735,043 +21%
Truist Financial
5
Truist Financial
North Carolina
$467M 9,078,875 +1,405,516 +18%
AssetMark Inc
6
AssetMark Inc
California
$371M 7,219,117 +64,606 +0.9%
BlackRock
7
BlackRock
New York
$362M 7,045,604 +1,346,127 +24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$358M 6,959,465 +1,418,849 +26%
AF
9
Allworth Financial
California
$281M 5,458,619 +93,891 +2%
Franklin Resources
10
Franklin Resources
California
$256M 4,985,750 +415,425 +9%
Stifel Financial
11
Stifel Financial
Missouri
$230M 4,467,924 +45,458 +1%
JSTA
12
Japan Science & Technology Agency
Japan
$195M 3,800,000 -778,000 -17%
UBS Group
13
UBS Group
Switzerland
$192M 3,740,904 -2,665,974 -42%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$184M 3,580,324 +131,444 +4%
SEI Investments
15
SEI Investments
Pennsylvania
$155M 3,012,343 +818,864 +37%
VA
16
Valmark Advisers
Ohio
$143M 2,779,455 +89,026 +3%
Morgan Stanley
17
Morgan Stanley
New York
$130M 2,519,436 -341,565 -12%
Asset Management One
18
Asset Management One
Japan
$114M 2,214,030 -59,446 -3%
KIM
19
Kestra Investment Management
Texas
$80.6M 1,572,373 +817,152 +108%
LPL Financial
20
LPL Financial
California
$80.1M 1,557,653 +227,939 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.1M 1,478,790 +2,686 +0.2%
SFPM
22
Sensible Financial Planning & Management
Massachusetts
$71.6M 1,392,426 -28,308 -2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$70.8M 1,376,544 +34,085 +3%
AWE
24
Avidian Wealth Enterprises
Texas
$70M 1,360,396 +86,746 +7%
MFG
25
Merit Financial Group
Georgia
$61.9M 1,202,637 +50,749 +4%