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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
CT
351
Caldwell Trust
Florida
$13.2K
AWM
352
AllSquare Wealth Management
New York
$12.9K
CIA
353
Cape Investment Advisory
Georgia
$12.6K
CA
354
CoreCap Advisors
Michigan
$12.4K
AAP
355
Arax Advisory Partners
Colorado
$10.8K
SC
356
SouthState Corp
Florida
$10.7K
NRG
357
Nemes Rush Group
Michigan
$10.6K
HWA
358
HHM Wealth Advisors
Tennessee
$10.5K
Nomura Asset Management
359
Nomura Asset Management
Japan
$10.3K
RIL
360
Rothschild Investment LLC
Illinois
$9.85K
PWM
361
Proathlete Wealth Management
Florida
$9.57K
HNB
362
Huntington National Bank
Ohio
$8.44K
FFWM
363
Future Financial Wealth Management
Ohio
$8.18K
KGP
364
Keystone Global Partners
Colorado
$8.18K
CTA
365
Colonial Trust Advisors
South Carolina
$7.82K
OW
366
Olistico Wealth
Oklahoma
$7.77K
TCOT
367
Trust Company of Toledo
Ohio
$6.94K
FFA
368
Frazier Financial Advisors
Ohio
$6.43K
RFA
369
Register Financial Advisors
Georgia
$6.38K
WB
370
Webster Bank
Connecticut
$6.07K
TFGT
371
TS Financial Group (TSFG)
Illinois
$6K
Daiwa Securities Group
372
Daiwa Securities Group
Japan
$6K
EWM
373
EPG Wealth Management
Georgia
$5.61K
NOI
374
Newton One Investments
Delaware
$5.61K
LWMI
375
Legacy Wealth Management (Idaho)
Idaho
$5.2K