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iShares Broad USD Investment Grade Corporate Bond ETF

400 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, 174 increasing their positions, 105 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$406K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$904M
2 +$88.7M
3 +$73M
4
Truist Financial
Truist Financial
North Carolina
+$72.3M
5
BlackRock
BlackRock
New York
+$69.2M

Top Sellers

1 -$137M
2 -$69.7M
3 -$40M
4
AWM
AE Wealth Management
Kansas
-$37.7M
5
Morgan Stanley
Morgan Stanley
New York
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Mission Wealth Management
California
$398K
CCA
227
Clearwater Capital Advisors
Illinois
$395K
SCA
228
Snowden Capital Advisors
New York
$393K
FA
229
Flagstar Advisors
New York
$375K
NCFG
230
New Century Financial Group
New Jersey
$372K
MCWA
231
Meadow Creek Wealth Advisors
Georgia
$368K
SFC
232
Strategic Financial Concepts
Texas
$360K
AC
233
ASB Consultores
Florida
$352K
SWP
234
Sagespring Wealth Partners
Tennessee
$352K
SAG
235
SageView Advisory Group
California
$349K
OAS
236
Optivise Advisory Services
Tennessee
$327K
IIA
237
IPG Investment Advisors
California
$317K
WC
238
Waterloo Capital
Texas
$310K
CPIG
239
Chicago Partners Investment Group
Illinois
$305K
PFS
240
Prospera Financial Services
Texas
$305K
CWP
241
Cyndeo Wealth Partners
Florida
$303K
MFG
242
Magnus Financial Group
New York
$301K
SWP
243
ShoreHaven Wealth Partners
New Jersey
$282K
Focus Partners Wealth
244
Focus Partners Wealth
Massachusetts
$279K
BIP
245
Blue Investment Partners
California
$279K
TCM
246
TD Capital Management
Tennessee
$275K
CWM
247
Congress Wealth Management
Massachusetts
$270K
SVWG
248
Shared Vision Wealth Group
United States
$259K
SA
249
Sovran Advisors
California
$259K
DWP
250
Destiny Wealth Partners
Florida
$256K