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iShares Broad USD Investment Grade Corporate Bond ETF

399 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, 173 increasing their positions, 106 reducing their positions, and 66 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)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
399
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
NCM
251
Noesis Capital Mangement
Florida
$255K
VW
252
Vance Wealth
California
$253K
TC
253
Truvestments Capital
Florida
$253K
ECM
254
Evergreen Capital Management
Washington
$248K
PTC
255
Private Trust Company
Ohio
$248K
ACIM
256
Azimuth Capital Investment Management
Michigan
$248K
FA
257
FDx Advisors
Illinois
$245K
DE
258
Diversified Enterprises
Delaware
$244K
SCG
259
Sonata Capital Group
Washington
$243K
JIR
260
James Investment Research
Ohio
$241K
GS
261
GTS Securities
New York
$240K
IWM
262
IHT Wealth Management
Illinois
$234K
SA
263
Stewardship Advisors
Pennsylvania
$230K
CAM
264
Creekmur Asset Management
Illinois
$227K
SEP
265
Southland Equity Partners
Missouri
$226K
SI
266
Stephens Inc
Arkansas
$223K
GAA
267
Global Assets Advisory
Florida
$219K
FPCP
268
Fort Point Capital Partners
California
$214K
William Blair & Company
269
William Blair & Company
Illinois
$210K
ESB
270
Essex Savings Bank
Connecticut
$209K
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$206K
B
272
Bellecapital
Switzerland
$206K
FT
273
Fiduciary Trust
Massachusetts
$203K
PIA
274
Pinion Investment Advisors
Kansas
$201K
OP
275
ORG Partners
Indiana
$197K