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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
CAL
301
Capital Analysts LLC
Pennsylvania
$69K
ADL
302
Asset Dedication LLC
California
$65.3K
GSWM
303
Golden State Wealth Management
California
$65.2K
T
304
Transce3nd
Texas
$64.2K
EDRH
305
Edmond de Rothschild Holding
Switzerland
$63.8K
AF
306
Advisornet Financial
Minnesota
$60.3K
CTC
307
Central Trust Company
Missouri
$54.3K
SWA
308
SOA Wealth Advisors
New York
$51.4K
MMCM
309
Murphy & Mullick Capital Management
New York
$50K
BCM
310
Boreal Capital Management
Florida
$47K
ACA
311
Aptus Capital Advisors
Alabama
$44.5K
IA
312
IFP Advisors
Florida
$42.9K
NS
313
NBC Securities
Alabama
$40K
FGC
314
Financial Gravity Companies
Texas
$38.9K
ETC
315
Exchange Traded Concepts
Oklahoma
$37.3K
AUB
316
Atlantic Union Bankshares
Virginia
$31.8K
Q1WB
317
Quest 10 Wealth Builders
Virginia
$30.9K
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$30.7K
LFG
319
Larson Financial Group
Missouri
$26.1K
WCM
320
Winthrop Capital Management
Indiana
$25K
AG
321
AmeriFlex Group
Nevada
$24.5K
SS
322
Sunbelt Securities
Texas
$23.6K
GWP
323
Gen-Wealth Partners
Michigan
$23.3K
AIM
324
Anchor Investment Management
South Carolina
$23K
WA
325
Whipplewood Advisors
Colorado
$22.8K