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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

397 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, 105 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-20
Holders Change %
-4.8%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
53
Increased
173
Reduced
105
Closed
65
Calls
$406K
Puts
–
Net Calls
+$406K
Net Calls Change
-$3K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.19B
2
Ameriprise
Ameriprise
Minnesota
$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$358M
4
Truist Financial
Truist Financial
North Carolina
$467M
5
BlackRock
BlackRock
New York
$362M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$192M
2
MG
Mather Group
Illinois
$2.68M
3
JSTA
Japan Science & Technology Agency
Japan
$195M
4
AWM
AE Wealth Management
Kansas
$563K
5
Morgan Stanley
Morgan Stanley
New York
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLGM
401
Capitolis Liquid Global Markets
New York
– -$8.17M -160,000 Closed
HBS
402
Howard Bailey Securities
Indiana
– -$6.38M -124,969 Closed
KFS
403
Kelly Financial Services
Massachusetts
– -$3.66M -71,673 Closed
Susquehanna International Group
404
Susquehanna International Group
Pennsylvania
– -$2.68M -52,500 Closed
LI
405
LifeWealth Investments
Florida
– -$2.67M -52,234 Closed
AG
406
Ascent Group
Virginia
– -$2.03M -39,723 Closed
GWMIA
407
Global Wealth Management Investment Advisory
Florida
– -$1.94M -37,987 Closed
PDL
408
Portfolio Design Labs
California
– -$1.89M -37,036 Closed
FI
409
FWG Investments
Kentucky
– -$1.7M -33,199 Closed
BOSSRA
410
B.O.S.S. Retirement Advisors
Utah
– -$1.19M -23,199 Closed
CWMGP
411
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$1.18M -23,124 Closed
Thrivent Financial for Lutherans
412
Thrivent Financial for Lutherans
Minnesota
– -$977K -19,120 Closed
MMA
413
Miracle Mile Advisors
California
– -$715K -13,991 Closed
IAA
414
Independent Advisor Alliance
North Carolina
– -$713K -13,966 Closed
OMC
415
Old Mission Capital
Illinois
– -$686K -13,430 Closed
GS
416
GWN Securities
Florida
– -$644K -12,847 Closed
MGWM
417
Marks Group Wealth Management
Minnesota
– -$623K -12,190 Closed
PA
418
PFG Advisors
Arizona
– -$488K -9,556 Closed
LAS
419
Lloyd Advisory Services
Georgia
– -$459K -8,978 Closed
VAS
420
Vestmark Advisory Solutions
Massachusetts
– -$429K -8,408 Closed
HF
421
HRT Financial
New York
– -$405K -7,932 Closed
IC
422
IEQ Capital
California
– -$397K -7,780 Closed
ACP
423
Aveo Capital Partners
Colorado
– -$373K -7,378 Closed
SWP
424
Stratos Wealth Partners
Ohio
– -$343K -6,709 Closed
XT
425
XTX Topco
Cayman Islands
– -$331K -6,473 Closed
15 16
17
18 19