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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
WA
376
WestEnd Advisors
North Carolina
$4.58K
NA
377
Nordwand Advisors
Pennsylvania
$3.7K
KFI
378
Key Financial Inc
Pennsylvania
$3.4K
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$3.34K
VEA
380
Virtus ETF Advisers
New York
$3.24K
VWM
381
Vermillion Wealth Management
Minnesota
$3.14K
ME
382
McIlrath & Eck
Washington
$2.98K
FFA
383
Founders Financial Alliance
North Carolina
$2.88K
GEA
384
Glen Eagle Advisors
New Jersey
$2.83K
CT
385
Clearstead Trust
Maine
$2.62K
CFG
386
Chapman Financial Group
Hawaii
$2.47K
HCM
387
Hollencrest Capital Management
California
$2.31K
FLFS
388
Family Legacy Financial Solutions
North Carolina
$2.01K
Simplex Trading
389
Simplex Trading
Illinois
$2K
DRP
390
Decker Retirement Planning
Utah
$1.9K
LFA
391
LGT Financial Advisors
Texas
$1.54K
NEWAS
392
N.E.W. Advisory Services
Wisconsin
$1.34K
PS
393
PayPay Securities
Japan
$1.34K
GWSA
394
Global Wealth Strategies & Associates
Colorado
$1.08K
HIA
395
Harbor Investment Advisory
Maryland
$926
RIA
396
Realta Investment Advisors
Delaware
$514
NCM
397
Northwest Capital Management
Oregon
$463
RF
398
Rossby Financial
Florida
$257
HWM
399
HighMark Wealth Management
Minnesota
$180
NC
400
NewSquare Capital
Pennsylvania
$97