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