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iShares Broad USD Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VFG
226
Valley Financial Group
Pennsylvania
$475K +$11.6K +228 +3%
SCA
227
Snowden Capital Advisors
New York
$464K +$29.7K +581 +7%
LAS
228
Lloyd Advisory Services
Georgia
$459K +$8.73K +171 +2%
MCM
229
MAI Capital Management
Ohio
$455K -$2.55K -50 -0.6%
WFAG
230
Wescott Financial Advisory Group
Pennsylvania
$450K +$6.13K +120 +1%
PAG
231
Private Advisor Group
New Jersey
$443K -$200K -3,911 -31%
Lido Advisors
232
Lido Advisors
California
$436K +$55.1K +1,079 +14%
VAS
233
Vestmark Advisory Solutions
Massachusetts
$429K +$429K +8,408 New
HF
234
HRT Financial
New York
$405K +$405K +7,932 New
IC
235
IEQ Capital
California
$397K +$397K +7,780 New
MWM
236
Mission Wealth Management
California
$396K +$396K +7,745 New
CCA
237
Clearwater Capital Advisors
Illinois
$382K -$17.4K -340 -4%
PWM
238
Perigon Wealth Management
California
$378K -$57.1K -1,118 -13%
Koshinski Asset Management
239
Koshinski Asset Management
Illinois
$377K +$101K +1,975 +36%
SFC
240
Strategic Financial Concepts
Texas
$376K +$21K +412 +6%
ACP
241
Aveo Capital Partners
Colorado
$373K -$4.42M -87,471 -92%
RT
242
Rockland Trust
Massachusetts
$367K -$27K -528 -7%
CIAS
243
Capital Investment Advisory Services
North Carolina
$367K +$319K +6,252 +675%
MCWA
244
Meadow Creek Wealth Advisors
Georgia
$366K -$2.15K -42 -0.6%
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
$365K +$90.4K +1,770 +33%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$361K +$292K +5,710 +419%
SAG
247
SageView Advisory Group
California
$359K +$28.1K +550 +8%
HighTower Advisors
248
HighTower Advisors
Illinois
$356K -$256K -5,016 -42%
PFS
249
Prospera Financial Services
Texas
$354K +$31.2K +611 +10%
SWP
250
Sagespring Wealth Partners
Tennessee
$354K +$354K +6,925 New