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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
NC
401
NewSquare Capital
Pennsylvania
$97
OCM
402
One Capital Management
California
KFG
403
Kingdom Financial Group
Arizona
CLGM
404
Capitolis Liquid Global Markets
New York
HBS
405
Howard Bailey Securities
Indiana
KFS
406
Kelly Financial Services
Massachusetts
Susquehanna International Group
407
Susquehanna International Group
Pennsylvania
LI
408
LifeWealth Investments
Florida
AG
409
Ascent Group
Virginia
GWMIA
410
Global Wealth Management Investment Advisory
Florida
PDL
411
Portfolio Design Labs
California
FI
412
FWG Investments
Kentucky
BOSSRA
413
B.O.S.S. Retirement Advisors
Utah
CWMGP
414
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
Thrivent Financial for Lutherans
415
Thrivent Financial for Lutherans
Minnesota
MMA
416
Miracle Mile Advisors
California
IAA
417
Independent Advisor Alliance
North Carolina
OMC
418
Old Mission Capital
Illinois
GS
419
GWN Securities
Florida
MGWM
420
Marks Group Wealth Management
Minnesota
PA
421
PFG Advisors
Arizona
LAS
422
Lloyd Advisory Services
Georgia
VAS
423
Vestmark Advisory Solutions
Massachusetts
HF
424
HRT Financial
New York
IC
425
IEQ Capital
California