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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
SWP
426
Stratos Wealth Partners
Ohio
XT
427
XTX Topco
Cayman Islands
FWM
428
FLP Wealth Management
Arkansas
FA
429
FSA Advisors
Michigan
NAM
430
NorthCrest Asset Manangement
Minnesota
AQR Capital Management
431
AQR Capital Management
Connecticut
P
432
&Partners
Tennessee
WS
433
Wedbush Securities
California
JWM
434
JGP Wealth Management
Oregon
MWM
435
Maripau Wealth Management
Indiana
FA
436
Fermata Advisors
California
EWM
437
Empirical Wealth Management
Washington
LRWM
438
Lord & Richards Wealth Management
Colorado
AF
439
Aviso Financial
Ontario, Canada
PA
440
Pineridge Advisors
Missouri
HT
441
Headlands Technologies
Illinois
CWC
442
Carolinas Wealth Consulting
North Carolina
CCM
443
Coldstream Capital Management
Washington
OWA
444
Opal Wealth Advisors
New York
BIA
445
Bell Investment Advisors
California
FMTCOCP
446
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
DFA
447
DHJJ Financial Advisors
Illinois
DWM
448
Dogwood Wealth Management
Kansas
CFFP
449
Center for Financial Planning
Michigan
BA
450
Bristlecone Advisors
Washington