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